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2025-05-23 - AvanTax eForms 2025.100 (Early Production Release) is ready; get it here
Workflow - CompaniesSelect a Company

Selecting a Company

Does not apply to eForms Free, this version of eForms is limited to a single company.


Manage Companies - Copy

Selecting a Company

You can select a specific company from any company entered into an eForms Lite (5 max.), eForms Basic, eForms Standard or eForms Enterprise data file by one of the following methods:

  • Click on the down-arrow icon; shown below and highlighted in the image above

    Down Arrow


    to display a list of all companies entered into the current data file; clicking on any company in the list will select it as the current company and that company’s name will now appear in the company box
  • With your mouse, highlight the name of the current company (“Demo Company”, blue in the image above) and start typing, eForms will display a list of companies that contain the typed characters; clicking on any company in the list will select it as the current company and that company’s name will now appear in the company box
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