When keying in prior year history into the 5YearSummary, the totalling lines should automatically fill in. For example, if I key $23,000 into line 101 and $1,000 in line 121, line 150 should show $24,000.
dennis i think they cant do that because of the careover from taxcycle year to year i ask the same thing last year
@dennis –
We don’t calculate those totals because we carry it forward from your prior year software, and we want all the totals to match last years, especially in cases where the 5 year summaries from the prior vendor does not match ours.
We’ve had this as a suggestion more than once, and I plan to look at it this year in early February once the certifications are complete. Likely we’ll have some kind of a check box on the form to switch over to calculated totals, or I’ll detect if there are carryforward values in the column…
~ Cameron
Old posts already resolved.