Search for a data-entry screen or field

To find a specific field or data-entry screen in Onvio Tax, complete the following steps. 

  1. With the client's tax return open in Onvio Tax, click the Data Entry tab.
  2. Click the Search Data Entry button at the top of the folders list on the left side of the screen to open the Search panel.
  3. Enter the desired keyword in the Search field. Onvio searches for relevant data-entry screens and field names containing that keyword.
  4. The search results include specific fields as well as data-entry screens. The entries are displayed with field names in bold and the screen name listed underneath, if applicable. Click the orange page icon next to a search result to open that screen. Onvio Tax will place the cursor in the selected field, if applicable. 

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