1040-SR (Desktop) | How to Choose What Columns to Display on Client List

Owned by Sigma Tax Pro
Last updated: Feb 14, 2024
2 min read

 

These are the columns of the client list. To choose which columns to show, follow the steps below:

  1. From the Main Menu (Quick Menu) go to Configuration

     

  2. From the Configuration Main Menu, choose Advanced Configuration (Macros)

     

  3. Go to Display Settings

     

  4. Select Edit Client’s 1040 List

     

  5. Choose Select Columns to Display on Client List

     

  6. Select the boxes for the columns you’d like displayed.