How do I change the Income Type?

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1. Click on the Home Screen
2. Click the edit Icon under the Tools column
3. Change the Income Type using the Income Type drop down menu
4. Click the Update button

Note: If the Update button is greyed then a required field has not been filled out. For example "State of Residence".

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To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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