Setting Up Form Change Reasons

Typically the tax authority will want to track the reason/s behind a form change, especially if the changes were made by a user. The user will be required to select from a dropdown of form change reasons whenever making a change that requires a reason. To set up a Form Change Reason, open Admin Menu > Form Change Reason.

The topics in this section describe the base-package zones that appear on the Form Change Reason portal.

Form Change Reason List

The Form Change Reason List zone lists every form change reason. The following functions are available:

Actions

This is a standard actions zone. The Edit, Delete and Duplicate actions are available.

Form Change Reason

The Form Change Reason zone contains display-only information about the form change reason. This zone appears when a form change reason has been broadcast from the Form Change Reason List zone or if this portal is opened via a drill down from another page.

Please see the zone's help text for information about this zone's fields.

Form Types

The Form Types List zone displays a list of form types that currently use the broadcast form change reason. The following functions are available: