To add a consent form, navigate to the CONSENT FORMS section from the Configuration menu. If you need to add a custom consent form, follow these steps:
From the Main Menu, go to Configuration > Consent Forms.
Click on +Add Consent Form.
Enter the Name of the Consent Form and provide a Description.
Configure the following settings:
Display Disclosure Limitations: Determines if any limitations should be specified.
Required for E-file: Requires the consent form before e-filing.
Select the + next to Consent Form Terms.
Name the term and choose one of the following options:
Input Only: Allows users to enter information.
Definition: Specify a predefined explanation for the term.
Once finished, click the checkmark next to the term to save it.
Click Save to finalize and store the Consent Form.