The account binder is an organizational feature that brings together all of the tax documents (called print files) and status and milestones for a trust account or estate. The page that displays the account binder is the Account Binder page. The Account Binder page uses tabs, buttons and folders to organize the tax documents and status and milestones for an account. The following graphic shows the organizational features of the account binder:
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Tabs separate a account's tax documents from its status and milestones. |
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Buttons separate the tax documents by year. For status and milestones, the buttons separate the types of status and milestones that can be set. |
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Folders organize the tax documents into categories. For example, an account's worksheets are in the Worksheet folder and the tax returns are in the Tax Returns folder. |
