Learning about Taxes with Intuit Profile
In this chapter overview, delve into navigating ProFile using the Auditor Fonts & Fields Form Explorer. Explore a tour of ProFile, displaying multiple files, and personalizing the auditor. Get started with new/carry-forward information, data entry, and more. Discover font colors, entering notes, calculations, and using the form explorer effectively. Find what you need with icons and right-click options, alongside a data monitor for a quick taxpayer summary.
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Presentation Transcript
Learning about Taxes with Intuit ProFile
Chapter 3 A Tour of ProFile
Navigating in ProFile Using the Auditor Fonts & Fields Form Explorer In this Chapter
tabs jump to forms menu bar manual navigation toolbars quick icons page 6 a tour of ProFile
display multiple files tile launch multiple monitors window menu quick icons page 8 display options
the auditor Page 9 auditor
passive auditor Page 9 auditor
the active auditor Page 10 auditor
personalizing the auditor page 12 auditor
getting started new / carry- forward info page contact & other personal info data entry quick icons pages 12-13 getting started
font colours colours contact & other personal info arrows & diamonds manual entry overrides page 14 data entry
memos entering notes making calculations tapes Page 16 data entry
find what you need form explorer icons right-click page 17 form explorer
data monitor for at-a-glance taxpayer summary information pages 18-20 data monitor
power of a right-click For additional specific functionality page 20 right-click
review marks Verify - Query - Approve page 21 review marks