This article applies to:

Edit custom templates

Edit custom templates in Notepad to remove unwanted fields or rename field names.

Download the custom template before editing it.

Go to the location where you downloaded the template file.

Select the file, then open it in Notepad.

Remove any unwanted fields.

note

To locate a field, use Ctrl+F
and search by one of the following:

ID:
Enter the field XREF
value.

Name:
Enter the Data Dictionary
field name.

To find the XREF
or field name, right-click the field in the tax return and select Data Dictionary
.

Note the following about field names:

Field names appear in the Source Pane for mapping.

Field names are generated from the Data Dictionary.