Linking to and from Worksheets

There are several features in that link between government forms and worksheets: Link to Worksheets, Return to Link List, and Return to Government Form.

For information about linking from a report to a worksheet, see Using Reports.

Link to Worksheets

The Link to Worksheets feature links you from a federal, state, or city government form to its corresponding worksheet or section. You must initiate the link from a government form field.

To link from a government form to the corresponding worksheet, do the following:

  1. Open a government form.
  2. Select a government form field and do one of the following to link to the worksheet:
    • Click in the Navigation group on the Home tab.
    • Right-click and select Link to Worksheets.

    3. If the government form data comes from only one worksheet source, the worksheet opens in a new window.

  3. If the government form data comes from multiple sources, do one of the following:
    • Multiple sources. If the government form field summarizes information from multiple sources, the Select Worksheet/Section window displays, listing all the sources. Select a worksheet or section from the list and click OK to open the worksheet in a new window.
    • Multiple entity sources. If the government form field represents multiple entities or entity sources in a single worksheet, the Select Worksheet/Section window displays, listing all the sources. Do the following:
      1. Select a worksheet or section from the list and click OK. A list of entities displays.
      2. Select an entity from the list and click OK to open the worksheet in a new window.

Return to Government Form

This option is available only after you have linked from a government form to a worksheet or section. You can return to the originating government form using the following options:

  • Select a field in the worksheet and click in the Navigation group on the Home tab.
  • Right-click a worksheet field and select Return to Government Form from the menu.
  • Click Return to Government Form on the Select Worksheet/Section window.

Return to Link List

This option is available only after you have linked to a worksheet using the Select Worksheet/Section window. The Return to Link List feature returns you to the Select Worksheet/Section window to select another worksheet or section.

Select a field in the worksheet and click in the Navigation group on the Home tab or right-click a worksheet field and select Return to Link List from the menu.

Notes:

  • Link functions are not available for worksheets in Consolidated Corporation and Consolidated Corporation/Combined States returns.
  • In the Select Worksheet/Section window, worksheet titles in blue font indicate worksheets that contain data. Only worksheet titles are in blue font, not the section titles.