Typically when a user makes a change to a form, they will be required to enter a reason for making the change. Some tax authorities require a user to enter a specific reason for each line that is changed, while others only require a more generic reason that describes the nature of the change for the overall form. The types of form changes supported by the base package are:
Overall Change Reason. This change reason is specified at the form level and is used to describe the nature of the changes made to the form. Some examples include: corrected scanning error, data entry, and form rules auto correction.
Line Change Reason. This change reason is specified at the form line level and is used to describe the specific change made to a form line. Some examples include: additional information provided by taxpayer, supporting documentation not accurate. It is possible for some form lines to be associated with a form change reason while others do not. For example, a change to an address might not require a change reason, while a change to the deductions amount will. The forms definition facility allows you to define the lines that need a change reason.
The form type controls which type(s) of change reason are applicable to the form, if any. A form type can be set up to require overall change reasons, form line change reasons, both or none. See Designing Form Change Reasons for more information on how a form type can be set up to use change reasons.
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