Managing Form Templates

Administrators and Power Users can manage Form Templates.

Manage Form Template screen sections:

  • Top section shows all form template definitions.

  • The bottom left section shows the attribute details for the selected form template.

  • The bottom right section shows the forms from the selected form template.

  • On the far right, the Filter section enables users to specify criteria to filter down the list of templates. See Filtering Views in Tax Supplemental Schedules