L. How do I edit, add, or delete a form in ProTaxPro.com?

To Edit a Form:
Select the form you want to edit from the Forms in Your Return section provided on the left column of Summary Page:


Click on edit option on the left of the form you want to edit. Make sure to click on Save & Continue after you make changes.

To Add a Form:
To add another repeating form, such as another W-2, you may select it from the Forms in Your Return section provided on the left column of Summary PageOnce you select the form, you will be able to add another issue of the same form by clicking on the add new button on summarizing this form type.

If you are in the process of completing a repeating form, such as a W-2, and you will need to enter another issue of the same form once you complete the current one, then check the bottom of the input page, indicating that you want another blank entry form to be sequenced. 

If you are adding a new form in the return, then click on Edit My Return at the top of Summary Page. Then, you will see a list of forms in a scroll box on the right-hand side. Select the form you wish to add (should be highlighted once you select) and click on Add Forms

To Delete a Form:
To delete a form, you must wait until you complete the return and come to Summary Page. Once you are on the Summary Page, pick the form from the Forms In Your return section. Then, if the page can be deleted, you will be offered the opportunity to delete the page.*

*Note: Many of the pages like the Contact Information Page cannot be deleted because they provide required information like address or Filing Status. You cannot delete these pages, but you can edit them and erase any entries in them.
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