Distribution Sets

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Distribution Sets
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Distribution Sets

• Purpose
• Organize the distribution of tax forms.
• Organize the tax return into customizable form
  groups that are easy to create for each entity
  requiring a copy of a return.

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Distribution Sets

• Last year we introduced Distribution Sets as a
  new feature.
• Focus Group and Support Call feedback indicated
  improvements were needed.

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Distribution Sets

• 2005 Changes
• Improve speed
• Add Categories
• Move forms between groups
• Improve Add New Set
• Add new set from existing set
• Add blank set
• Prompt to save changes
• Options
• Update sets from prior year software

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Distribution Sets

• Accessed via
• Settings Menu

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Distribution Sets

• Accessed via
• Distribution Sets icon in Review mode

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Distribution Sets
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Speed

• Increased speed when changing between sets,
  system, and states.

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Categories
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Customize Sets

• Drag and Drop

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Customize Sets

• Up and Down Arrows

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Add New Set

• New Set Name
• Category
• Duplicate Set From

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Additional Features

• Prompt to save changes
• When changes have been made to a set
• Apply button will save changes to current set
• Reset Default sets
• Custom Sets do not have defaults

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Additional Features

• Options
• Moved from separate tab to main form
• Saved by set

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Advanced Form Delivery

• Accessed via
• Advanced Form Delivery button in Review mode

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Advanced Form Delivery
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Advanced Form Delivery - Print

• Turn Print on or off
• Select up to 6 sets or categories
• Can also select forms as a set
• Set number of copies for each

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Advanced Form Delivery - Save

• Turn Save on or off
• Select set or category
• Can also select forms as a set
• Select path for file
• Use default filename or rename file

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Advanced Form Delivery - Email

• Turn Email on or off
• Select set or category
• Can also select forms as a set
• To - Taxpayer and spouse email addresses pull
  from GI screen
• CC - Email a copy to self or other person in
  office who might need a copy

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Advanced Form DeliveryPrinter Delivery Settings
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Advanced Form DeliveryDefaults for Advanced Form
Delivery
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Advanced Form Delivery Preview