Tables

Program Considerations

You can create tables for commonly used descriptions for any description field. You can use the descriptions stored in this list when you access this field for all your clients. A drop-down arrow appears at the end of the input field to indicate that you can create a list of descriptions to use for this field.

    Note: If you create a table for a state-specific descriptive field (i.e., New York direct deposit information in Screen 3.1 for a New York client), the program will recognize that table only for other New York clients.

Tables can be created for either a single input field (i.e., Name of Payer in Screen 11, Interest Income), or for multiple fields (i.e., Name of bank and Routing transit number fields in Screen 3.1, Miscellaneous Information/Direct Deposit.) Multiple field entries are referred to as linked tables.

The Table Editor is where you can modify existing table entries, add or delete table entries, and control whether or not descriptive field entries are automatically added to a table.

To create a single-field table:

1. Add a client and open Screen 11, Interest Income.
2. Type "ABC Bank" in the Name of payer field.
3. Click Add in the 1099-INT list section.
   
   
4. Enter "XYZ Bank" in the Name of payer field.
5. Press [Ctrl]+[T] or click the arrow to access the descriptions. This list is now available for all clients that require the same descriptions in this field.
   
   

To create a linked table:

1. Use the client created above and open Screen 3.1, Miscellaneous Information/Direct Deposit.
2. Click Direct Deposit of Refund / Electronic Payment in the Section list.
   
   
3. Type "ABC Bank" and "123456789" in the Name of bank (memo only) and Routing number fields, respectively.
   
   
4. Press [Ctrl]+[T] or click the arrow on the Name of bank (memo only) field. Note that the bank name and the routing number are linked and are now available for all clients that require the same descriptions in these fields.
   
   

To edit a table entry:

1. Select Table Editor from the Settings menu.
   
   
2. In the Contents list, click the + sign next to Misc. Info/Direct Deposit, and then click Bank Name.
   
   
3. Change the entry in the Routing Number field to "234567890".
4. Click OK to save.

Note: By default, all descriptive field entries are automatically added to a table. If you do not want table entries created automatically, uncheck the Auto add to lists box.

Entries must then be added through the Table Editor.

Tips & Shortcuts

Tables are shared not only across clients, but across modules. For example, a table created for "Donee" information in Screen 26, Noncash Contributions (8283) in the Individual program is also available in Screen 50, Noncash Contributions (8283) in the Partnership program.

Review

You should now have a single-field table for the Name of payer field in Screen 11, Interest Income that contains entries for "ABC Bank" and "XYZ Bank". And, you should have a linked table in Screen 3.1, Miscellaneous Information/Direct Deposit for the Name of bank field in the Direct Deposit section displayed as "ABC Bank 234567890".

Troubleshooting

Problem: I can't create a list.

Solution: Lists can only be created on descriptive fields. Make sure you are on a descriptive field.

Problem: My entries are not being saved in a table.

Solution: Access the Table Editor and check the Auto add to lists box.

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