You use the Shoebox on the Tools menu to locate the appropriate tax form or worksheet for each piece of tax information (documents, receipts, and notes) that you want to enter as part of your tax return. The Shoebox tells you where the information belongs and can take you directly to the line in the form.
From the Tools menu, select Shoebox. The Shoebox dialog opens.
In the first list (Document Received from), select the source of the document.
In the second list (For), select a document or type of information.
In a few cases, the program displays more choices in the third list box to clarify which document you have.
For example, if you select "Receipts or checkbook" as the source, and "Meals and entertainment" as the information, the program still has to find out whether the receipt applies to you as an employee, the owner of a business, a farmer, or a landlord.
If entries appear in the third list (To you), select the appropriate entry for your situation. Otherwise, at the bottom of the dialog box, Shoebox tells you on what federal form and line you should enter this item.
Click the Go There button to jump to the appropriate federal form and line.