With the AutoText descriptions feature, you can save common descriptions that are used in repeated entries in worksheet grids. Worksheet grids allow multiple line items, such as fields for interest or dividend items. The descriptions are then available for selection from the worksheet grid in other areas of the return. You can also create firm-level descriptions. Firm-level descriptions are available for selection in all returns with the same tax product and tax year of the return in which the description was added.
AutoText descriptions roll forward from one tax year to the next when the new tax year is installed. After returns are rolled forward, subsequent changes to prior-year AutoText descriptions are not included in the list of current-year AutoText descriptions. If there are input changes for fields with AutoText descriptions in the new tax year, the descriptions are applied to the correct input locations.
The AutoText feature is available beginning with tax year 2011 and is not applicable to government forms.
Return-level AutoText descriptions can be applied to repeated entries in worksheet grids. To create return-level AutoText descriptions, enter a description in a Summary worksheet. The system automatically adds your entry to the return-level AutoText descriptions list. When you select another line in the worksheet grid, the added entry will be in the list of available entries.
Firm-level AutoText descriptions are marked with an asterisk on the AutoText Descriptions window and in field AutoText lists. They are available for worksheet grids across all returns for a specific tax product within the tax year. You can add text and remove text in the firm-level AutoText descriptions list.
To add or remove firm-level descriptions for a tax product, do the following:
From an open return, select a line in a worksheet grid, then click in the Maintenance group on the Manage tab or right-click and select AutoText Descriptions from the menu. The existing return-level and firm-level descriptions are listed in the AutoText Descriptions window.
Do one of the following:
Add an existing return-level description to the firm list. Select a return-level AutoText description (text that is not marked with an asterisk), and then click Add to Firm List.
Add new descriptions to the firm list. Enter a description in the empty text field.
Remove descriptions from the firm list. Select a firm-level AutoText description (text that is marked with an asterisk), then click Remove from Firm List. When you remove a firm-level description, it is changed to a return-level description in returns that use that description. If not present in the return, the description is removed from the list of AutoText descriptions.
Click Close to save your changes.
Entering AutoText Descriptions
You can enter AutoText descriptions by selecting from a list. If you have enabled the option to AutoComplete AutoText descriptions on the User Options > Tax > Miscellaneous window, you can enter text for the system to match and insert a description automatically. See Setting Your Tax Miscellaneous User Options for more information.
Begin entering the description you want to insert in the field. As you type, the system automatically selects the description that most closely matches what you type. If there are no matching entries, your description is added to the list of AutoText descriptions.
Return-level AutoText Descriptions
in the Maintenance group on the Manage tab or right-click and select AutoText Descriptions from the menu. The existing return-level and