Insert variables in standard text

Variable Date
: Select a type of date and format, which will be turned into an actual date, relative to the system date, when previewed or printed.
Text Prompt
: Enter a prompt, which will be presented when the
Standard Text
is added. The response to the prompt is then inserted into the
Standard Text
at the point the prompt variable was entered.

Add a variable date

Select
Setup
Standard Text
.
Select
Add
if you're adding a new
Standard Text
or
Edit
if you're editing an existing one.
Position your cursor in the text where you want the date inserted.
Select
Insert Variable Date
.
Select the date variable you want to insert and its format.
Select
OK
to add the formula for the Variable Date to the Standard Text.
Example
 [Date Format(Report Date Year End(-1), "MM/dd/yyyy")]
note
Don’t change any part of the formula inserted between the 2 square brackets directly as this could cause the
Variable Date
not to reconcile correctly or issue an error when the
Standard Text
is used.

Add a text prompt

Select
Setup
Standard Text
.
Select
Add
if you're adding a new
Standard Text
or
Edit
if you're editing an existing one.
Position your cursor where you want the
Text Prompt
inserted.
Select
Insert Text Prompt
.
Enter the prompt you want to be presented when using the
Standard Text
. The prompt should be specific enough so that it's clear what data is being requested.
Select
OK
to add it. The Text Prompt will appear between 2 left and right carets.
Example
<<Forms>>
note
You can add multiple
Text Prompt
to a single
Standard Text
item by repeating steps 3 through 6 for each one.
When you use the
Standard Text
with a
Text Prompt
in it, you will be presented with the defined text form. Enter the text you want inserted.
note
If you added multiple prompts, they’ll all show in this form together.
Select
OK
to insert the text.

Example

Preparation and review of the Individual Income Tax Return for the year ended [Date Format(Report Date Year End(-1), "MM/dd/yyyy")] including the following forms: <<Forms>>.

Preparation and review of the Individual Income Tax Return for the year ended 12/31/2010 including the following forms: 1040, Schedule A, Schedule B, and Schedule D.