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Work with forms in SPbinder

Add, move, or delete forms

There are 2 types of
Input Forms
, Single Instance forms and Multi-Instance forms. A Single Instance form only has 1 section (for example, Miscellaneous Questions), while Multi-Instance forms have multiple sections/forms under it with multiple entity names (for example, multiple W-2 forms for different entities: ABC Inc, Road Works LLC).

Single Instance Form

You can't add, delete, or move any Input Forms under a Single Instance Form category. You need to reference all documents under the related
Form category
.

Multi-Instance Form

You can add, delete, and move any
Input Forms
 as you want under a Multi-Instance Form category.
Add Form
To add a new entity (that is,
Input Form
), select
Add
 .
A blank line is added in the
Input form
 section and blank
Input fields
 display on the right side of the
Forms
 tab.
Select the Taxpayer or Spouse radio button and enter the Payer name for the Form W-2. The same is reflected in the
Input forms
 section.
Delete Form
To delete an entity (that is,
Input Form
) from the list, select
Delete
.
When the confirmation window appears, select
Yes
 to delete
Input Form
 or select
No
 to cancel.
Move Form (i.e., Move To)
You can move references from 1
Input Form
 to another
Input Form
 within the same category. To move references from an
Input Form
, select to highlight the initial form then select
Move To
.
Move To window
Move To
 window displays all the forms present within the same category. Select the
Input Form
 where you want to move the references/amounts. Once you move references, they’ll no longer exist in the initial
Input Form
.
When moving references from the initial form to the target form, you can select from the following 3 options:
Append
 (default)
Adds values to the selected
Input Form
. If the selected
Input Form
 already has pre-existing reference values, new values will be added to the pre-existing values on the target form.
For example If you move
Input Form
 ABC to EFG (via
Append
), with both forms having $50 for Box 1, EFG's new value for Box 1 will be $100 after you append.
Overwrite
Replaces any pre-existing references already present in the selected form.
Switch
References of 2 selected forms will be interchanged.
To delete the initial
Input Form
 after its references are moved, select
Delete entity after moving data
.
A confirmation window appears for any newly created forms. Once you select
OK
 and the
Delete entity after moving data
 checkbox is not selected.
Select
Yes
 to delete the entity when references are moved.
Select
No
 if you only want to move the reference without deleting the entity.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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