Using Navigation and Display Controls

Navigation buttons and buttons that affect the display of worksheets and government forms are located on the ribbon, navigation panel, worksheet grid toolbars, and worksheet or government form right-click menus. Use the following controls to help you locate worksheets and forms, as well as navigate between and in worksheets and forms.

Navigation Panel Controls

Name	Location	Description
Expand All	Home tab	Expands all folders in the Worksheets and Government Forms Tree views or expands all sections in the open worksheet, depending on your focus.
Collapse All	Home tab	Collapses all folders in the Worksheets and Government Forms Tree views or collapses all sections in the open worksheet, depending on your focus.
Home State Forms	Home tab	Moves to the list of home state forms.
Expand/Collapse Navigation Panel	Navigation panel	Expands the navigation panel in an open position and collapses the navigation panel in a vertical bar along the left edge of the window.
Worksheets	Navigation panel	Displays the Worksheet Tree and, when the open worksheet can include entities, the Entities pane.
Government Forms	Navigation panel	Displays the Government Forms Tree.
Groups	Navigation panel	Displays all the returns in the group. Available when working on a consolidated return or kiddie/parent tax return.
Find Entity	Entities pane	Selects the next matching entity in the Entities pane or opens a worksheet with an exact matching entity name or description.
Delete Entity	Entities pane	Deletes the selected entity.
Add Entity	Entities pane	Creates another occurrence of the active worksheet with the same sections and fields for a new entity.

Worksheet Controls

Name	Location	Description
Previous/Next Worksheet	Home tab and worksheet right-click menu	Moves to the previous or next worksheet that contains data in the tree or the previous or next worksheet entity.
Return to Government Form	Home tab	Moves to the government form from which the last link was established.
Back	Home tab	Navigates to the previous worksheet in the tax return history.
Forward	Home tab	Navigates to the next worksheet in the tax return history.
Forms in Return	View tab	Toggles the content of the tree or Forms List to display all worksheets for a return, or display only the worksheets that contain data input.
Forms List	View tab	Displays the last accessed Forms List window (available when displaying a worksheet or form).
WS Form	View tab	Displays the last accessed worksheet or form opened from the Worksheets/Forms tree (available when displaying the Forms List).
Zoom In	View tab	Decreases the displayed portion of the worksheet.
Zoom Out	View tab	Increases the displayed portion of the worksheet.
New Tab	View tab	Opens a new instance of the active worksheet from the Worksheets Tree in a new tab. Note: You cannot open multiple worksheets from the Forms List. If the Worksheets List is displayed, click WS Form in the Show/Hide group on the View tab to display the tree.
New Window	View tab	Opens a new instance of the active worksheet from the Worksheets Tree in a new window. Note: You cannot open multiple worksheets from the Forms List. If the Worksheets List is displayed, click WS Form in the Show/Hide group on the View tab to display the tree.
Reset Tab	View tab	Changes multiple open worksheets from window to tab display.
Back to First	Grid or multiple occurring section	Moves to the first occurrence in a series of repeated occurrences.
Back to Previous	Grid or multiple occurring section	Moves to the previous occurrence in a series of repeated occurrences.
Forward to Next	Grid or multiple occurring section	Moves to the next occurrence in a series of repeated occurrences.
Forward to Last	Grid or multiple occurring section	Moves to the last occurrence in a series of repeated occurrences.
Grid Detail	Summary grid toolbar	Moves to the Detail worksheet associated to a selected record in a Summary grid.
Grid Summary	Detail worksheet toolbar	Moves to the Summary grid associated to a selected Detail worksheet.
Find Occurrences	Grid or multiple occurring section	Displays the list of records entered for the section or grid, offering an easier way to locate and select a specific record.
Import	Grid toolbar	Opens a wizard, allowing you to import data from a spreadsheet.
Export	Grid toolbar	Opens a wizard, allowing you to export data to a spreadsheet.
Add Occurrence	Grid toolbar or multiple occurring section	Adds an occurrence or record of the section or grid.
Insert Occurrence	Grid toolbar	Inserts a row or column, depending on the grid orientation, before the selected record.
Delete Occurrence	Grid toolbar or multiple occurring section	Deletes the current occurrence or record of the section or grid.

Government Form Controls

Name	Location	Description
Previous/Next Form	Home tab and government form right-click menu	Moves to the previous or next form in the tree that contains data.
Previous/Next Sheet	Home tab and government form right-click menu	Moves to the previous or next multiple occurring sheet in a form that contains data.
Forms List	Home and View tabs	Displays the last accessed Forms List window (available when displaying a worksheet or form).
WS Form	Home and View tabs	Displays the last accessed worksheet or form opened from the Worksheets/Forms tree (available when displaying the Forms List).
Government to Worksheet Link	Home tab and, when applicable, government form field right-click menu	Links from a government form to its corresponding worksheet.
Drill Down	Home tab and, when applicable, government form field right-click menu	Displays the source or multiple sources for the selected government form field's data.
Expand	Home tab and, when applicable, right-click menu	Displays a detailed input form correlating to the selected field. Available in some government form fields. Displays a list of occurrences when multiple occurrences of the form provide information for a field.
Go Back	Home tab and, when applicable, right-click menu	Returns from an expanded detailed form (see Expand above) to the form last accessed.
Back	Home tab	Navigates to the previous form in the tax return history.
Forward	Home tab	Navigates to the next form in the tax return history.
Forms in Return	View tab	Toggles the content of the tree or Forms List to display all government forms for a return, or display only the forms that contain data input.
Zoom In	View tab	Decreases the displayed portion of the form.
Zoom Out	View tab	Increases the displayed portion of the form.
New Tab	View tab	Opens another instance of the active form from the Forms Tree in a new tab. Note: You cannot open multiple forms from the Forms List. If the Forms List is displayed, click WS Form in the Show/Hide group on the View tab to display the tree.
New Window	View tab	Opens another instance of the active form from the Forms Tree in a new window. Note: You cannot open multiple forms from the Forms List. If the Forms List is displayed, click WS Form in the Show/Hide group on the View tab to display the tree.
Reset Tab	View tab	Changes multiple open forms from window to tab display.