Create and edit tax return collations

  • Choose the desired tax year, entity type, and return (federal or state) using the buttons at the top of the screen in Onvio Tax.
  • Open the Tax Return Collation Configuration screen in Onvio Tax by clicking Setup and then clicking Tax Return in the Collation list.
  • Create a new collation by clicking the Actions Actions button button and choosing Add new collation.
  • Rename or delete a custom collation by clicking the Actions Actions button button and choosing Modify existing collations. Edit the title field to rename, or click to delete the collation. Note that you cannot delete default collations (Government, Client, and Preparer). 
  • Edit the order of the pages in a collation by clicking the tab for that collation, marking the checkbox for the page(s) you want to move, and then clicking the Move Up and Move Down buttons to adjust the position of the selected pages as desired.
  • Change the conditions in which the selected form will print by marking the adjacent checkbox, clicking Print Condition, and choosing Set to As Required or Set to Never.
  • Restore the default order and print condition of each item in the Government, Client, or Preparer collation by clicking Actions and selecting Restore default.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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