Custom Credits: New Administrator Feature — Updated

Custom Credits is designed to allow the site to track up to 10 entries that allow the prepare to “free fill” the entry with a numeric value in the e-file section of the return.

 

Custom Credit Requirements:

  • List up to 10 Custom Credits
  • Custom Credit Description – Max Characters (45)
  • Can mark the Custom Credit “As Required”
  • Answers are “Free Fill” (Answer banks are not allowed)
  • Answers must be numeric
  • Answers must be greater than zero (if you make the entry required, the user can enter zero)
  • Answers – Max characters (9)
  • Multi-site admin can create and assign Custom Credits
  • Reports will be at the site level which will display the Custom Credit and corresponding entry per return.  The Report will export to Excel
  • Custom Credit Report:  SSN, Last Name, Credit Description, Credit Value (for up to 10 credit descriptions.

Below is a brief description of the feature:

The Site administrator can setup the Custom Credits by clicking Select on the Custom Credit line

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The Site administrator will then click Add

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The site Administrator can then add up to 10 Custom Credits (Max 45 characters) and has the option of making the entry required.

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A Multi-site Administrator will have the ability to assign the Custom Credits to additional sites

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The Preparer will have the opportunity to enter the credit amount during the e-file section of the return.  If the Custom Credit is marked “As Required” they will get an error message if an entry is not made.

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