Wiki source code of Preparer Functions

Last modified by Peytience S on 2023/11/02 17:22
Show last authors
1 **Add and Remove Columns / Rows**
2
3 * Select **"Edit"** menu and choose to Insert Column
4 * Select **"Edit"** menu and choose to Insert Row
5
6 [[image:CA_Preparer_Functions_01.png||alt="Learn more about the Preparer's functions."]]
7
8 * Right-click and choose to **Remove Row**
9 * Right-click and choose to **Insert Row**
10
11 [[image:CA_Preparer_Functions_02.png||alt="Learn more about the Preparer's functions."]]
12
13
14 **Assigning Box Numbers and Linking a Province to a Column**
15
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**
19
20 **Adding a Province**
21
22 * Right-click on column that does not have an assigned province, choose to assign a **Province**
23
24 [[image:CA_Preparer_Functions_03.png||alt="Learn more about the Preparer's functions."]]
25
26 *
27 ** Choose a **Province** from the drop down menu.
28
29 [[image:CA_Preparer_Functions_04.png||alt="Learn more about the Preparer's functions."]]
30
31 **Column Totals**
32
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.
35
36 [[image:CA_Preparer_Functions_05.png||alt="Learn more about the Preparer's functions."]]
37
38 **Sorting Rows**
39
40 * Right-click on the column you wish to sort your employees by and choose to sort.
41
42 [[image:CA_Preparer_Functions_06.png||alt="Learn more about the Preparer's functions."]]
43
44 **Company Information**
45
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.
47
48 [[image:CA_Preparer_Functions_07.png||alt="Learn more about the Preparer's functions."]]
49
50 **Additional Functions**
51
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]] ===
60
61 Learn how to process your forms.
62
63
64 === [[Incorrect Information on Forms>>doc:Windows.Canada.Year-end, T4T5018 Questions ».Processing and Form Introduction.Incorrect Information on Forms ».WebHome]] ===
65
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]] ===
70
71 Learn how you can merge multiple data files.
72
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.