Add units to an activity

In Planner, the Business; Rent & Royalty; Farm; Farm Rental; K1 1065, 1120S; and K1 1041 input screen folders are activities. For each activity, you can add units to help you track of your clients’ various business and rental activities.


You can have multiple units (for example, a Schedule C that has different segments) in the activities folders.
  1. In Advisory, click the Projects tab.
  2. Open the plan.
  3. Click the Activities folder into which you want to add the unit.
  4. Click Add.
  5. Enter the information, including the description, type of activity, taxpayer/spouse, whether passive income, and the NIIT treatment.

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