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Tags: web,setup
Forms not staying in templates
🔍 Forms not staying in templates
This guide explains why a form may not appear in a template and what you need to do to ensure it stays included.
⚠️ Before You Begin
To include a form in a template, you must do at least one of the following:
- Mark an item as required
- Make an entry in a field
📊 Step-by-Step Guide
Step 1: Mark the correct field as required
Use this when you need to ensure the form is included in the template.
To mark an entry as required:
- Put your cursor in the field you want to mark as required.
- Press CTRL+SPACEBAR.
Step 2: Confirm the form is included (example)
Use this when you want to understand how the required marking works in practice.
For example, if you want to add Schedule D to a Form 1040 template, you might mark line 1A as required.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: web,setup