Prepare Sidebar

1. Click Prepare on the side of the window or press F7 to see a list of forms.
2. Scroll up and down the list to see all the forms.
3. Double-click on a category heading to open or close the category and see or hide the list of forms.
4. Click on a form to open it.
5. Form icons change based on the data in the form and whether it contains errors.

Pin the Sidebar

The pin at the bottom of the sidebar locks the sidebar in an open or closed state:

If the pin points downwards, the sidebar is "pinned" and locked in its current state, either open or closed. You must click on the sidebar to open or close it.

If the pin points left, the sidebar is "unpinned" it slides out when you hover over it. When unpinned, the sidebar also appears if you click on a link or icon in a review message when it appears on a field. It then closes again once the sidebar is no longer needed.

Move the Sidebar

You can move the sidebar from one side of the window to the other by clicking the arrow with a vertical line at the bottom of the sidebar.

Views

1. Click the drop-down menu at the top of the Prepare sidebar to change the view. The default shows All Forms.
2. The number next to the view indicates the number of forms in that view.
3. Some views filter based on the Data in the forms, such as those containing data carried forward from the prior year. Or, data imported from Auto-fill my return (AFR).
4. The views under Review show forms that may require more review because they contain review messages, overrides, memos, tapes, variance, attachments, etc.
5. Select a common Situation to see forms applicable to that situation as well as any other forms used in the return.

Common Tax Situations

To make it easier to prepare returns for common tax situations, the list includes views for common tax situations , such as (for T1 returns): student forms, seniors' forms, business forms and non-resident forms. When you select one of these views, the sidebar shows the forms common to that tax situation and any other forms that are used in the return.

For example, select Student Forms to see:

• T4, T4A, T5 and tuition (T2202/TL11) slips
• OtherCredits, RRSP contributions and Student Loan worksheets
• T1 jacket and Schedules 1, 4 and 11

Use these forms as a starting point for preparing a return for a student. If you need additional forms not in the list, open them using F4 Fast Find, or switch views for a moment to find the forms. As soon as you enter data, it will appear in the situational view.

For speed, use keyboard shortcuts to move through the list:

• F7 opens the checklist.
• Up Arrow and Down Arrow moves through the list of forms
• Spacebar checks a box
• Left Arrow key closes a category/folder
• Right Arrow key open a category/folder
• F6 or Enter open the highlighted form and checks the box
• Esc moves the keyboard focus from the checklist to the currently-open form
• Ctrl+Page Down moves to the next checked form
• Ctrl+Page Up moves to the previous checked form