Optional sections
You can make a section optional, allowing the preparer to decide whether to include or exclude the text for each return. By doing this, you control the wording and can add field references or conditions. The preparer will see the text in the locator and can choose to include or exclude it for each return.
To set up an optional section:
- Select the section header.
- On theSection Propertieswindow, toggle thePreparer OptiontoOn.
- To set the default status for the optional paragraph, use theChecked for preparercheck box next toPreparer Option.
- Check the box to include the paragraph by default, allowing the preparer to exclude it if desired.
- Uncheck the box to exclude the paragraph by default, allowing the preparer to include it if needed.
- The 3rd check box on the preparer option is to have this optional section display in the Administrative Preview. Checking the box next toShow preview datawill make the section contents display in the Administrative Preview.
- A section with a condition or one made optional will have an icon to the left of the header bar (the icon is the same for inserting a condition).
