Preparer Use fields in a return

Once the Admin or a user with the Administrator role has created pick list for use on the Preparer Use form they are available for new and existing returns.

To use the user defined fields, use the following steps:

1. Create a new return or edit an existing return.
2. Select the Prep Use form to view the Preparer Use Fields section.

 If you made the fields required, they will display with a red underline.

3. Click on the appropriate Answer field for each custom question.

If the field contains a history list, it will change to a drop-down box.

4. Select the appropriate entry.
5. Press Tab to move to the next entry.

See Also:

Create custom fields and pick lists for preparer's use