In TaxACT, you can add line item information by clicking on the details icon next to a field. This is useful if you need to add several numbers together to figure the total amount to enter on a particular form, or if you would like to add comments or images to a given field. 

Use the tabs at the top of the box to move between Details, Comments, and Images. Click Close at the bottom of the box to save your entries and return to the Q&A. To delete all of the line item information, click the Clear button.

Details

When accessing line item details for a numeric field, you have the ability to enter separate lines of data that will automatically total. You can also add dates and descriptions for each entry.

The total amount of your line entries will transfer to the Q&A field, if applicable. Note that the dates, descriptions, and individual amounts you have entered will be saved with your TaxACT return, but will not be transmitted to the IRS.

Comments

If you would like to make a note for a specific line entry, click the Comments tab and enter your text. These comments will be available to you any time you access your return in TaxACT, but are not transmitted to the IRS. 

Images

Any images you have uploaded can be accessed from the Images tab. Like comments, these images will be saved in your TaxACT return, but will not be transmitted to the IRS.

Note that you cannot upload images directly from this tab. Images can be attached to your return using the help tabs on the right side of the screen:


Was this helpful to you?