1040-SR (Web-based) | How to Add Custom Consent Forms

💡to add one of the consent forms, you can go to CONSENT FORMS from the configuration menu. But if you want to add a custom consent form, follow the steps below

From the Main Menu go to Configuration > Consent Forms

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• Select +Add Consent Form
  
  

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• Name the Consent Form and provide a description

• Display Disclosure Limitations allows you to determine if any limitations may be specified  

• Required for E-file allows you to require the consent before e-filing

• 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 checkmark next to the term to save

• Save the Consent Form