Step-by-Step Guide
Step 1: Open Setup Menu
Log in to TaxWise
Navigate to Settings > General Settings > under Administrator Settings > Custom Fields.
Step 2: Access Custom Fields Section
Locate the Custom Fields section.
Click the Edit Icon beside the Field number that you want to customize.
Step 3: Define Custom Field Details
Enter the necessary details upon clicking the Edit icon.
Step 4: Save and Apply Changes
Click Update to finalize the custom field.
Ensure the new field is available in tax return forms where applicable by marking the box below.
By using custom fields, EROs can efficiently manage unique data points and streamline their workflow in TaxWise.