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.
By following these steps, you can successfully add and customize consent forms as needed.