Custom Column Setup & Usage

A System Admin can add one Custom Column to your Delivered and Archived Returns Report. 

Common Custom Columns

• Office Location
• E-File Status
• Payment Status

Using the Custom Column

Setup

1. Open Settings.
2. Select General.
3. Enter the Column Name under Customize Delivered Report.
   • This name appears in the custom column for the Delivered and Archived Reports.
4. Click Add. 
5. Enter a Column Value. 
6. Click Add to save the Column Value. 

Using the Custom Column

Open a report for Delivered or Archived Returns. You will see the column that you have created and a change option. 

1. Check the box to the left of the return(s) you want to edit the Custom Column for.
2. Click Change [Custom Column Name].
3. Select an available Column Value.
4. Click Remove Value, Cancel, or Save.
   • Remove Value clears out the Custom Column field, leaving it blank.
   • Cancel closes the Set Column Value window; no changes are saved.
   • Save updates the value of the Custom Column.

Setting Up a Default Custom Column Value

You can set up a default Custom Column value in your Personal Settings to automatically apply to each return that is assigned to you.

1. Click your Profile menu to open it.
2. Click My Settings.
3. Select a Custom Column Value.
4. Click Save.

Adjusting Custom Column for a Return

You can adjust the value of the Custom Column on a return-by-return basis if the User's default does not fit.  In the Delivery Options section, scroll down to find the Column Value drop-down and select the correct value before delivery.

Deleting the Custom Column

1. Open Settings.
2. Click General.
3. Select the Delete button next to the Column Name.
   • All values must show as 'Unused' to successfully delete the column.
   • Follow the steps outlined in the Using the Custom Column section for more information on removing the value from the return. 
4. Click Delete to remove the Column Name. 
   • This deletes all Delivered and Archive report values associated with that Column Name.