Reports and forms

To determine where fields can be placed on a form

Because they have special uses or relationships to other data on the same form, certain data fields and columns are designated for specific pages or areas of the forms on which they appear. To determine where a particular field can be placed on a form:

1. Open the Customize window for the form you want to customize.

Warning!
Forms that don't meet government requirements won't be accepted

2. Click the Add New Data Field/Column button in the toolbar at the top of the Customize window.

Note:  You can't add data fields to forms where they don't belong

3. The Select from List window displays an alphabetical list of the data fields and columns that are available for use on your custom form. (Fields are listed before columns.) The right-hand column in the list provides information about where each data field can be placed. Refer to this information to determine where you can place fields on your form layout:

• Every Page -- The field can be placed anywhere on the form.

• Last Page -- The field will contain cumulative data and must be placed at the bottom of a one-page form, or on the last page of a multi-page form.

• 2nd stub (on check stubs only) -- The field can be placed only on the second stub. (Fields without this designation automatically appear on the first stub.)

Note:  The check stub layouts provide two versions of certain fields

4. Click in the selection column to the left of the names of the fields and columns that you want to add. You can add as many different fields or columns as you need.



5. Click OK to add the selected fields and columns to your form.

Note:  You may not be able to move certain columns without moving others

6. To reposition a field or column, click on it and drag it to the desired location. (To change or move elements on a form)

Related topics

• Customizing forms
• Forms you can customize
• To add data fields to a form
• To add design elements to a form
• To customize a form before sending