Automatically Insert Text

AutoText is an editing tool that allows you to quickly insert text into alphanumerical cells. AutoText is customizable and automatically adapted to the specific needs of a preparer or an accounting firm.

When you begin entering an alphanumeric value, Taxprep for Trusts verifies if there is a value that may complete the entry and proposes one or more suggestions from a list. To accept a value, select it.

Notes:

  • AutoText is available only in specific cells on certain forms (for example: forms which concern charitable donations).
  • If Taxprep for Trusts detects more than one value that may be selected, it will propose an alphabetical ordered list of suggestions.
  • There exists a different AutoText list in each applicable form. By default, Taxprep for Trusts keeps the last 25 values added to each AutoText list; you can, however, modify this setting.