Create a code

1. Click Add at the bottom of the Edit Template Codes window.

   

2. A blank record appears in a new row at the bottom of the table. Use the scroll bar to find it.
3. Select the first cell and type in a Code.
4. Select the second cell and type in a Narrative.
5. Select the drop-down list and choose a Tax Group. Alternatively press the F2 key when a cell in the Tax Return Group column is selected to open the Select Tax Return Group window.
6. The code now appears in the list.
7. Click OK.

Tip: The codes in the table are sorted alpha-numerically. When you create a new code it will appear at the bottom of the table, regardless of its Code, until you close the Edit Template Codes window and then re-open it.