Modifying the Excel spreadsheet tabs in the Business Organizer

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Question

Can I control what tabs are displayed in the Excel spreadsheet?

Answer

Yes. For the 990, 1041, and 1065 Excel spreadsheets, you can include or exclude the tabs by marking or clearing the corresponding fields in Screen OrgOptns in the Organizer folder.

For the 1120 Excel spreadsheet, you can control which tabs are displayed in the Excel spreadsheet by modifying the display conditions in Screen OrgOptns. If the display option is set to Always, the corresponding tab will display even when there was no data entered in the prior year client. If the display condition is set to Never, the corresponding tab will not display in the spreadsheet. If the display option is set to If data, the corresponding tab will display if there was data on the screen in the prior year. 

Related topic: Business Organizer frequently asked questions

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