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Pro Online: Addition of Explanation Forms

14 Jun 18
Kim Manuel

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We have added the IRS Explanation forms that are submitted to the IRS if further explanation about something is needed to be provided to the IRS.  These will print with the Assigned Print sets if they are used in the return and will be included in the electronic file.

Navigate to Federal Section >> Miscellaneous Forms and Select Begin on the Explanations line

Select the appropriate Explanation.  The majority of the explanations will go on Preparer Notes (which we are using in the example)

Enter a title and explanation…Click continue when finished.

Note:  You can expand the box by dragging the two horizontal lines in the lower right hand corner (circled in picture)

The Preparer Note Summary page will be displayed:

Click Continue to return to the Explanations Menu when finished.

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