Add the preparer section

As a firm administrator, you can add a
Preparer Section
for tax preparers to enter free-form text on each return. You also have the option to add an
Advanced Preparer Section
, which allows for free-form text, tables, page breaks, field references, and print conditions.
Once tax preparers enter content, it saves with the return and prints in the output. You control the availability and placement of these preparer sections.
  1. Select New Section.
  2. Enter the name you want your tax preparers to see. Use the dropdown to select either
    Preparer Section
    or
    Advanced Preparer Section
    .
    The Preparer or Advanced Preparer Section are added at the bottom of the template. You can reorder the template and the sections.
    Preparer
    or
    Advanced Preparer Section
    header bars will be wider than a normal section header and the firm administrator, cannot add any content, conditions or field references in these sections.
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