Use the Start Link and Finish Link feature to create a link between two fields on any form (including schedules and worksheets). This function, represented by the Start Link/Finish Link toggle button on the toolbar above an open return, links text or numeric values from one field (source field) to another field (destination field).
After a link has been established, changes made in the Start Link field are reflected in the destination field. When checking a return for errors (Check Return), the Finish Link field (destination) will be marked as an overridden field.
Start/Finish links automatically roll over from prior year or prior period returns.
To create custom links:
If it takes longer than 40 seconds to finish the link, the request will be canceled.
Destination fields have a green background.
Creating links between fields: example of source/destination fields
To undo the link between two fields:
When the green background disappears from the destination field, you know the link has been removed.
The following fields cannot be linked:
Whenever a field cannot be linked, you'll receive a message that will alert you to this exception.