UltimateCL Form Menu

While working in a Personal or Business Return, click on FORM in the Menu Bar, drag the arrow down to the function you need to use, and click once. The action taken by the program will depend on your chosen function.

ADD FORM – This function opens the All Forms and Schedules window to add Forms.

DELETE FORM – This function deletes a Form which was previously added to the Return. 

FORMS ATTACHED – This function simply moves the cursor from wherever it is to the Client Data line in the Attached Forms screen. 

OPEN WORKSHEET – This function opens a Worksheet when the field allows or requires a Worksheet entry. The WORKSHEETS button in the Return becomes activated when one of these fields are highlighted. The Open Worksheet function in the Menu Bar works in the same manner as the WORKSHEETS button at the bottom of the form. 

OPEN STATEMENT – This function allows for Overflow data when working in a Form and there are not enough lines in the Form for all of the required data. 

GOTO LINE # – This function allows you go directly to a specific line in a Form.

LINK FORMS – This function allows you to quickly jump from one Form to another. This function is available when the FORM LINKS button at the bottom of the Return becomes activated, which occurs because the current highlighted field is linked to another Form. The Link Forms function in the Menu Bar works in the same manner as the LINK FORMS button.

INPUT INDEX – This function opens the INDEX Tab in the All Forms and Schedules window used when you are adding Forms. The Input Index function in the Menu Bar works in the same manner as the ADD FORM button in the Toolbar with the second tab selected. 

CLIENT PROFORMA – (Personal Returns Only) This function opens the PROFORMA tab in the All Forms and Schedules window used when you are adding Forms. The Client ProForma function in the Menu Bar works in the same manner as the ADD FORM button in the Toolbar with the third tab selected.

DEPRECIATION – This function opens the DEPRECIATION Tab in the All Forms and Schedules window used when you are adding Forms. The Depreciation function in the Menu Bar works in the same manner as the ADD FORM button in the Toolbar with the fifth tab selected.

STATE FORMS – This function opens the STATE Tab in the All Forms and Schedules window used when you are adding Forms. The State function in the Menu Bar works in the same manner as the ADD FORM button in the Toolbar with the fourth tab selected.

REVIEW NEXT FORM – This function opens the next Form in the Attached Forms list.

REVIEW PREV FORM – This function opens the previous Form in the Attached Forms list. 

QUESTIONNAIRE – (Personal Returns Only) This function allows the user to create a custom Questionnaire that must be completed while the Return is being prepared. This function was not fully operational at the time this Manual was printed. Please contact your Technical Support person for details. 

ADD OCCURRENCES – This function allows the user to create multiple occurrences of the same form. 

IMPORT SCHEDULE K-1 – (Personal Returns Only) This function allows the user to import a Schedule K-1 from a Business Return into a Personal Return.