Axcess Tax - Proforma and Organizer suppression in return
ISSUE: How to suppress proforma (roll-forward) and organizers in entity types.
SOLUTION: Open the return in question, find related entity type below and set applicable boxes to N.
Entity Type
Worksheet Path
Pro Forma
Organizer
1040
Federal > General > Return Options > 10 - Pro Forma and Organizer Print Options
Box 4
Box 11
1041
Federal > General > Return Options > 7 - Pro Forma and Organizer Print Options
Box 3
Box 9
1065
Federal > General > Return Options > 6 - Pro Forma Options
Box 1
1120
Federal > General > Return Options > 6 - Pro Forma Options
Box 1
1120S
Federal > General > Return Options > 6 - Pro Forma Options
Box 1
706/709
Federal > General > Return Options > 1 - Processing Options
Box 16
990
Federal > General > Return Options > 6 - Pro Forma Options
Box 1