Lesson 3A - Preview Tax Data


The schedule of data report will show almost all data that has been entered.  It is a good way of checking the information entered without wasting paper.  It is also easier to check the information entered by looking at the schedule of data as the schedule will show each individual item that has been entered.

  1. From the Trust Tax menu bar select Tax Reports and Schedules of Data.

  2. The right-hand side will display the schedule options. Click Print (see tip below).

  3. Next, in the Schedule of Data report output option choose output to Screen only. Click in the box adjacent to each description to de-select the destination and leave Screen ticked.

  4. Click OK to proceed and the preview screen is then generated.

  5. View the pages of the schedule by selecting the arrow keys and to move from one page to the next, select the double down arrow key located in the bottom right- hand corner of the screen. Alternatively press Page Down.

  6. Once the report has been perused in its entirety, select Close in the tool bar to exit the print preview.

It is not always possible to see the [Print] button on the screen if the screen is not full-size.  When it is full-size the icon on the top right hand side of the screen (next to the red cross) will be shown as one square box; it is not a full-size screen when this icon shows as two overlapping boxes.  Click on the icon if it shows two overlapping boxes to maximize the screen

 

Lesson 3B - Trade Profession or Vocation