Create a Group
To create a group of forms or returns , proceed as follows:
- From the Form Manager or the Client Manager, select the forms, clients or files that you want to group together.
- Right-click, then click Group As.
- In the Save Group dialog box, enter the name of the group.
- Click OK.
Tip: It is possible to convert form groups created only with the previous year's version of Corporate Taxprep. This functionality can allow you to retrieve these form groups, preventing you from having to create them again.