Reviewing Statements

Statements, or white paper schedules, contain additional details and information, such as descriptions, amounts, dates, and related data used to compute amounts on government forms. Each statement is associated to a specific line on a government form and each statement is numbered sequentially.

Opening Statements

To open statements for the active government form, do the following:

  1. Calculate the return, if needed.

    2. Note: If the return has changed since the last calculation, you must calculate the return to display statements.

  2. Open a government form with associated statements. Fields with associate statements have one of the following indicators:
    • See Statement text link. The text displays in fields that have associated supporting statements.
    • See Statement icon link,. The icon displays next to the first line of multiple occurring fields, such as the Schedule F Other expenses fields, when the data overflows to multiple sheets. The statement lists data for all of the multiple occurring fields so you do not have to navigate in the form to other sheets to view additional data.
  3. Click the text or icon link to open all statements that are available for the form with the focus on the statement for the active field.
  4. Do any of the following:
    • Review the statement for the active field.
    • Use the left and right arrows to navigate between other statements for the open form.
    • Print the current or all statements associated with the open form.
    • Increase or decrease the size of the statement.
    • Change the page display.
  5. Click Close to close the statement viewer and return to the government form.

Note: From an open government form you can also click in the Overview group on the Review tab to display statements.

Print Previewing Statements

You can also review statements by selecting Print > Print Preview on the Application menu.

The return configuration set includes options to set print defaults for statements, such as printing statements with only certain copy types, printing one statement per page, and suppressing certain supporting statements. The Tax Print and Print Preview windows also include an option to print one statement per page.