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.
- Select X – Preparer’s EFT note instead of STM for sending voluntary information from the Type of attachment/statement number and title drop list.
- Type the information you need included with the return in the area provided below the Multi-form code field.
- Type a title in the Title field.
An EF NOTE page is produced that displays the Preparer Note.