Wiki source code of Preparer Functions

Last modified by Peytience S on 2023/11/02 17:22
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christie w 1.1 1 **Add and Remove Columns / Rows**
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Peytience S 2.1 3 * Select **"Edit"** menu and choose to Insert Column
4 * Select **"Edit"** menu and choose to Insert Row
christie w 1.1 5
Peytience S 3.1 6 [[image:CA_Preparer_Functions_01.png||alt="Learn more about the Preparer's functions."]]
christie w 1.1 7
8 * Right-click and choose to **Remove Row**
9 * Right-click and choose to **Insert Row**
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Peytience S 3.1 11 [[image:CA_Preparer_Functions_02.png||alt="Learn more about the Preparer's functions."]]
christie w 1.1 12
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14 **Assigning Box Numbers and Linking a Province to a Column**
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Peytience S 2.1 16 * After inserting a column, there will be a new yellow column that is unassigned.
17 * Choose the drop down menu to assign the column to a box.
18 * Once a box is selected, you will be prompted to assign the column to a **Province**
christie w 1.1 19
20 **Adding a Province**
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Peytience S 2.1 22 * Right-click on column that does not have an assigned province, choose to assign a **Province**
christie w 1.1 23
Peytience S 3.1 24 [[image:CA_Preparer_Functions_03.png||alt="Learn more about the Preparer's functions."]]
christie w 1.1 25
Peytience S 2.1 26 *
christie w 1.1 27 ** Choose a **Province** from the drop down menu.
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Peytience S 3.1 29 [[image:CA_Preparer_Functions_04.png||alt="Learn more about the Preparer's functions."]]
christie w 1.1 30
31 **Column Totals**
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Peytience S 2.1 33 * Column Totals will display at the top of each column.
34 * Column Totals can also be checked by highlighting the column; Located in bottom left corner of the Preparer it will display the total number of entries and the total of all amounts.
christie w 1.1 35
Peytience S 3.1 36 [[image:CA_Preparer_Functions_05.png||alt="Learn more about the Preparer's functions."]]
christie w 1.1 37
38 **Sorting Rows**
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Peytience S 2.1 40 * Right-click on the column you wish to sort your employees by and choose to sort.
christie w 1.1 41
Peytience S 3.1 42 [[image:CA_Preparer_Functions_06.png||alt="Learn more about the Preparer's functions."]]
christie w 1.1 43
44 **Company Information**
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Peytience S 2.1 46 * To change any company information go to the **"Edit"** menu and choose **"Company Info"**. This will open the company setup to change the company information.
christie w 1.1 47
Peytience S 3.1 48 [[image:CA_Preparer_Functions_07.png||alt="Learn more about the Preparer's functions."]]
49
50 **Additional Functions**
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52 * [[Incorrect Data in the Preparer>>url:https://customer.aatrix.com/index.php/support/knowledgebase/windows/ca/year-end/form-intro/incorrect]]
53 * [[Merging>>url:https://customer.aatrix.com/index.php/support/knowledgebase/windows/ca/year-end/form-intro/merging]]
54
55 ----
56
57 == Related Pages: ==
58
59 === [[Processing>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Processing.WebHome]] ===
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61 Learn how to process your forms.
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63
64 === [[Incorrect Information on Forms>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Incorrect Information on Forms ».WebHome]] ===
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66 Learn about what you can do when information is incorrectly generated on forms.
67
68
69 === [[Merging Multiple Databases>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Merging Multiple Databases.WebHome]] ===
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71 Learn how you can merge multiple data files.
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73
74 === [[eFiling Cutoff Dates>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.eFiling Cutoff Dates.WebHome]] ===
75
76 Read about eFiling Cutoff dates.