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MAIN SCREEN HOT KEYS
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DESIRED ACTION
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HOT KEYS
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Open Returns
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CTRL + O
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Calculate Returns
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CTRL + C
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Print Returns
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CTRL + P
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View Returns
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CTRL + V
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Open Recent Client Files
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1 through 9
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Open the Quick Estimator
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CTRL + Q
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Open the Client Status Manager
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CTRL + L
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Open the EF Return Selector
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CTRL + S
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Transmit / Receive
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CTRL + T
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Open Drake Software Help
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CTRL + F1
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Exit the program
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Esc |
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Repair index files
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CTRL + R
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NAVIGATING THROUGH RETURN DATA ENTRY
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DESIRED ACTION
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HOT KEYS
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Move cursor forward one field
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Tab, Enter, or ↓
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Move cursor back one field
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Shift+ Tab
CTRL + ↑
Shift + Enter
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Move cursor within a field
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← or →
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Delete character behind the cursor
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Backspace
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Delete character in front of the cursor
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Delete
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Move to last field on the screen
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CTRL + End
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Move to first field on the screen
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CTRL + Home
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Bring up additional data entry screens (W-2, 1099, schedules, etc.)
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Page Down
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Return to previous screen or exit
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Esc |
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Go to the first position in a data entry field
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Home
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Go to the last position in a data entry field
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End
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Navigate up and down a data entry screen
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CTRL + ↑
CTRL + ↓
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Access view mode *
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CTRL + V
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Access print mode
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CTRL + P
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Access data entry from view / print mode
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CTRL + E
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Access an action menu
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Right Click in Field
Right Click in Gray Area
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DATA ENTRY HOT KEYS
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Right-click the gray area in data entry to access a list of commonly used functions and hot keys.
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DESIRED ACTION
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HOT KEYS
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For field help during data entry or to verify a Social Security Number
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F1
Shift + ?
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Insert today’s date in any date field
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Alt + D
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Calculate a return *
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CTRL + C
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View a return *
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CTRL + V
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Print a return
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CTRL + P
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Return to data entry from view or print mode
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CTRL + E
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Split MFJ return to MFS return
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CTRL + S
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Open a Detailed Worksheet; Access Form 4562 from the Depreciation field
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Double-Click
CTRL + W
Right-Click > Add Worksheet
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View preparer notes
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CTRL + R
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Enter the Preparer note pad (PAD screen)
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CTRL + Shift+ N
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Increase Declaration Control Number (DCN)
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CTRL + M
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| Open Interview Sheet Number and Section Entry (use numbers to the right of the Proforma section to navigate). |
CTRL + I |
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Toggle heads-down and standard data entry
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CTRL + N
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Delete a data entry screen
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CTRL + D
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Carry data to the amended screen*
This function is used if you selected No when you opened the X screen and decide that you want it to auto-fill, or if you delete a value and need it to re-fill. |
CTRL + X
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Reset the screen
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CTRL + U
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Exit screen without saving changes
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Shift + Esc
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Open Help
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Within Data Entry CTRL + ?
CTRL+ F1 from Home |
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Flag a field for review
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F2
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Clear a flagged field
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F4
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Clear all flagged fields on the screen
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CTRL + Shift+ Space
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Open the Drake Document Manager
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F6
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Open the Tax Planner
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F7
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Open the Set Client Status menu
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F8
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Go to EF database
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F9
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Activate the calculator
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F10
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E-mail a client data file
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F11
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Exit data entry
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Esc
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View / Open Forms Based Data Entry
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CTRL + G (toggles inside 1040 return)
CTRL + E(from Home Window, to open any return in Forms Based Data Entry) |
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Open Macros
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CTRL + Shift + M
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| Force an entry into a field |
CTRL + F |
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PRINT MODE HOT KEYS (Enhanced Mode)
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DESIRED ACTION
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HOT KEYS
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Toggle in and out of basic mode
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CTRL + S
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Return to Data Entry
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CTRL + E
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Print Selected Form
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CTRL + P
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Quick Print Select Form
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CTRL + Q
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Help
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F1
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PRINT MODE HOT KEYS (Basic Mode)
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DESIRED ACTION
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HOT KEYS
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| Adjust spacing if text is overlapping in View |
CTRL + Z |
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Toggle in and out of Enhanced mode
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CTRL + S
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Toggle in and out of classic mode
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CTRL + C
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Edit properties of the selected form
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F9
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Select all forms to print
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F2
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Deselect all forms to print
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F3
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Select federal forms to print
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F5
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Select state forms to print
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F6
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Select miscellaneous forms to print
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F7
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Print the selected form(s)
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Enter
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E-MAIL HOT KEYS
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DESIRED ACTION
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HOT KEYS
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E-mail a client data file from data entry
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F11
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Check mail / Send and Receive
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CTRL + M
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Open a message
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CTRL + O
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Edit address book
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CTRL + E
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Create a new mail message
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CTRL + N
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Print a message
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CTRL + P
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Reply to a message
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CTRL + R
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Forward a message
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CTRL + F
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Delete a message
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CTRL + D
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Send a message
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Alt + S
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Open an address book list in the New Message window
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Alt + T
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Attach a file to a message in the New Message window
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Alt + A
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Check Mailbox Status
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CTRL + S
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CLIENT STATUS MANAGER (CSM) HOT KEYS
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DESIRED ACTION
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HOT KEYS
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Open the CSM from the Home window
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CTRL + L
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Open the selected client in the CSM
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CTRL + O
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Search for a client record
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CTRL + F
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Customize the display
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CTRL + D
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Refresh the display
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F5
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Filter the client list
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CTRL + L
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View information for the currently selected return
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CTRL + Q
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Generate reports
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CTRL + R
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Export to Excel
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CTRL + E
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Help
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F1
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Exit CSM
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Esc
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| Update CSM Data |
CTRL + A |