Customize Rollover Forms

[Yardley CPA]

Can someone please remind me of the steps to customize certain parts of forms (check no to protections plus, check yes to Health Coverage...etc).  I cant seem to remember how to do this.  Thank you!

[Yardley CPA]

Figured it out.  

 

[Abby Normal]

From Return Manager, click on Forms menu (not icon), then choose customize master forms. I find it's best to open all the common forms at once because what you see on a form sometimes depends on another form being open.

[Yardley CPA]

Thank you, Abby Normal.