Home → Campaign Manager → California Form 460 → QUICK TIP - How to Add Memo Text to the 460 Report
1. On the criteria page for the Form 460 there is a tab called Report Options. Click on this tab.
2. Enter the text of the memo in the Report Text box.
3. Go back to the Form Information tab and ensure all other criteria are entered correctly, then click Generate. The report memo will appear on its own page between the 2nd page of the cover page and the summary.