Knowledge Base

13236: Adding Information as a Note to the e-Filed Return

Fed Returns Generally

How can I include an additional message in the return to explain an entry or an amount so that it is included when e-Filed?

Open the SCH screen, located on the Miscellaneous tab in data entry, and create a Preparer Note by completing the steps below.

  1. Select X – Preparer’s EFT note instead of STM for sending voluntary information from the Type of attachment/statement number and title drop list.
  2. Type the information you need included with the return in the area provided below the Multi-form code field.
  3. Type a title in the Title field.

An EF NOTE page is produced that displays the Preparer Note.

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