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Access Tax - Rental Property Schedule transfer to another owner in Access Tax

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Transfer the rental property schedule to another taxpayer

  1. Log in to Tax.

  2. Open the tax return and then open the Rental Schedule from the left navigation panel.

  3. Complete the Rental Property Schedule.

  4. Under Ownership, click on the reference field, then choose your client from the database.

  5. Complete the % owned column.

  6. Press the arrow icon to the right of the field to transfer the sheet to the client.

  7. A Transfer window will appear. Press Yes to proceed with the transfer.

  8. A transfer confirmation message will display below when complete.

  9. Go to the recipient's tax return to confirm the schedule transfer.

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