Working with Multiple Tabs and Windows

Opening Multiple Worksheets and Forms

You can display up to four tabs, four windows, or a combination of tabs and windows from the Worksheets or Forms Tree. You can also use tabs and windows to display a combination of worksheets and forms. If the Worksheets or Forms List is displayed, open a worksheet or form, or click WS Form in the Show/Hide group on the View tab to display the tree.

Opening Multiple Worksheets

To open multiple worksheets, do the following:

  1. Click the Worksheets navigation bar on the navigation panel to display the Worksheet Tree.
  2. Expand the applicable tax authority and categories, or click in the Navigation group on the Home tab.
  3. Right-click a worksheet name and select Show Form in New Tab or Show Form in New Window.

Note: You can also click New Tab or New Window in the Window group on the View tab to open another instance of the active worksheet. Additionally, selecting a worksheet on the navigation panel, and then using the shortcut Ctrl+mouse click opens another instance of the selected worksheet in a new tab.

Opening Multiple Government Forms

To open multiple government forms, do the following:

  1. Click the Government Forms navigation bar on the navigation panel to display the Forms Tree.
  2. Expand the applicable tax authority and categories, or click in the Navigation group on the Home tab.
  3. Right-click a form name and select Show Form in New Tab or Show Form in New Window.

Note: You can also click New Tab or New Window in the Window group on the View tab to open another instance of the active form. Additionally, selecting a form on the navigation panel, and then using the shortcut Ctrl+mouse click opens another instance of the selected form in a new tab.

Changing the Tab or Window Display

If you open multiple worksheets or forms, you can change the position of the open tabs or windows. You can also change the tab positions in the Forms List to separate panes or floating windows.

Right-click a worksheet, form, or Forms List tab or window name to do the following:

  • Change the display to a tab or a floating window
  • Arrange tabs vertically or horizontally
  • Close worksheet or form windows or tabs

If you open multiple floating windows, click Reset Tab in the Window group on the View tab to change the display from windows to tabs.