Edit filing instructions

  • 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 filing instructions in Onvio Tax by clicking Setup and then clicking Filing Instructions in the Documents list.
  • Edit the filing instructions by highlighting the document in the list and clicking Edit. Use the document editor to add or change the formatting and content of the instructions as desired.
  • Customize the document’s margins, borders, orientation, and headers or footers by clicking the Document Properties button.
  • Insert variables or print conditions by clicking the Insert Insert button button. 

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