Set case format

When creating a binder, you can select how you want the data to be exported. Data can be exported in the following formats:

Document Letters
: Exports data as it appears without any changes.

Capital Letters
: Exports data in all capital letters (that is, TOM TAXPAYER).

Capitalized Letters
: Exports data with the 1st letter capitalized.

Follow these steps to assign case format when creating a binder:

Initiate creating a new binder.

On the Create New Binder
window, select the Processing Options
tab.

Select Tax Return
.

Scroll down until you reach the Case Format
section then select your option.

By default, this setting will match that chosen in

Admin
Tax Return
Case Format

. Changes made here will only reflect on this particular return. This setting will override the one made in Admin
.

View detailed explanation on Case Format

This article applies to: