Create and edit custom paragraphs

  • Choose the desired tax year, entity type, and return (federal or state) using the buttons at the top of the screen in Onvio Tax.
  • Open the list of custom paragraphs in Onvio Tax by clicking Setup and then clicking Custom Paragraphs in the Documents list.
  • Create a new custom paragraph by clicking Add at the top of the list.
  • Delete a custom paragraph by selecting it in the list and clicking Delete. 
  • Edit an existing custom paragraph by selecting it in the list and clicking the Edit button. Use the document editor toolbar to add or change the formatting and content of the custom paragraph as desired.

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