In addition to the Configuration options mentioned in the other articles, there are a few more custom configuration options for you to use within your office. These include customized Consent Forms, Custom Credits, Office IP Whitelist, Question Templates, Tags, and Taxpayer Profiles.
To create your custom Consent Forms, click Select next to Configuration:
- Click Select next to Consent Forms
- Select +Add to Add Consent Form
- Name the Consent Form and provide Description
- Display Disclosure Limitations allows you to determine if any limitations may be specified
- Required for Efile allows you to require the consent before efile
- Select the + next to Consent Form Terms
- Name the Term and either select Input Only or specify the Definition for the term
- When you are finished, click the check mark next to the term to save
- Save the Consent Form