Schedules & Reports - PPT Help Files

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 171.

Schedule Help Files

Each schedule has a PPT help file attached to it. You can access the help file by clicking on the question mark in the upper right-hand corner of the dashboard (the last object in the toolbar). The purpose of these help files is to provide some information on the specific schedule and possible guidance on how to complete the schedule. These help files are completely customizable for each implementation.

Here is an example using Schedule 05. Click on the question mark:

 

A PowerPoint (PPT) file then opens:

The PPT files that are attached to each Schedule / Form dashboard can be found in the Files section in the Dashboard Maintenance Unit. They can be downloaded, updated for client specific information, and then uploaded back into the Files section.

The PPT help files are located at the bottom of the folder.

To modify a PPT help file, select a file, then on the right hand pane, select the download file icon. Modify the PPT help file, then click on the upload file icon.

We have several KB articles where we have zipped up all the files for easy access rather than manually downloading each file individually. Please see the following KB articles to download the "zip" file.

See KB article: "PPT Help Files - Schedules (1 of 3)"

See KB article: "PPT Help Files - Schedules (2 of 3)"

See KB article: "PPT Help Files - Schedules (3 of 3)"

See KB article: "PPT Help Files - Reports (1 of 2)"

See KB article: "PPT Help Files - Reports (2 of 2)"