Troubleshoot misplaced checkboxes or text fields
If you or your taxpayer notice that checkboxes or fillable text fields are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in question is not recognized. Review the following steps to correct the issue.
Go to the
Delivery Options
tab and select Taxpayer Preview
to review the return before delivery. Any field that is green will be fillable on the taxpayer side. You can't fill in the fields in the preview.Check your print settings
Restore defaults
Make sure you're only using default fonts and margins. Any custom fonts or margins can cause misalignment.
Make sure the default questionnaire hasn’t been edited. Questions can't be added or removed; this causes the checkboxes to be misaligned.
If you would like to customize the questionnaire, use the Custom Questions feature instead.
The page size should be 8.5 X 11. Any other size will cause misalignment.
Recognized forms
Only 1040 organizers are currently recognized.
Only tax year 2021 and later organizers are currently recognized, except CCH® organizers, which also include the tax year 2020.
Most organizer forms should be recognized and have fillable fields. Notable exceptions include:
- Due Diligence forms.
- Custom forms.
- Condensed organizers for Lacerte®.
- Summary organizers for GoSystem®.
Contact support
If you're still having issues, contact our Support team for review. You can use the Report a Problem function, or contact us via phone or email.
- 855-818-3552
