How to create and add a user-created tax preparation status to a tax return

How to create and add a user-created tax preparation status to a tax return

SUMMARY

This article demonstrates how to create and add a user-created tax preparation status to a tax return. This article may be useful if you want to use a custom made tax return status to a tax return.



Changing the status will change the information that appears in the highlighted section demonstrated above.

MORE INFORMATION

To create a new user-created status, follow these steps:

  1. In the program, click the Database menu and then click User Status Code.
  2. Type the name of the desired tax preparation status in the Status Code box and then click Add. The User Status Code window will appear.
  3. In the Description field, type a brief description for the newly created status.
  4. Click Save.

Once you have created a user status, you can assign the status to the tax return by following these steps:

  1. Open the tax return that you want to assign a status to.
  2. In the Attached Forms page, double-click the Information and Status.
  3. In the Information and Status screen, click the User Status field and then press the F3 key (or press the Choices button on in the Active Window section).



  1. Select the desired user-created status and then click OK.

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