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.
Note:
You can have multiple units (for example, a Schedule C that has different segments) in the activities folders.- In Advisory, click the Projects tab.
- Open the plan.
- Click the Activities folder into which you want to add the unit.
- Click Add.
- Enter the information, including the description, type of activity, taxpayer/spouse, whether passive income, and the NIIT treatment.
Contact us
Call 800-968-0600
Was this article helpful?
Thank you for the feedback!