Lists Overview

In ATX, you can create several types of lists and attach them to a form field. Once created, you can export the lists to a separate .csv file, or print the list as part of the return. You can create the following types of lists:

  • Itemized Lists: An itemized list is a list of items with associated dollar amounts. When you build the itemized list on a field, the system totals the item and places the total in the form field. Typically, you could create an itemized list on a form field that requires you to total several items.
  • Text Lists: The text list is a list of items with no associated dollar amounts.
  • Custom Lists: The Custom List feature enables you to define the rows, columns, and data types that you want to appear in a list or spreadsheet. Like itemized and text lists, a custom list is created on a specific form field.

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