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To edit the Master Forms in the Preparer program to include additional information (i.e. Charge By Form, Billing Invoice, Instruction Letter, Partner Letter or Shareholder Letter):
  1. Start your TaxACT Preparer's program
  2. Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
  3. Hover your mouse over Master Information, then over Master Form Data and click 1040 - Individual, 1065 - Partnership1120 - C Corporation or 1120S - S Corporation
  4. Click on the any tab and add or change information as desired
  5. Click OK to save changes 

If information is changed, one of the following will need to be done to either pull that information into a specific return already started, or to pull that information into all returns already started.

To pull updated information into a specific client return:

  1. Click Preparer in the top menu (while in the specific return)
  2. Hover your mouse over the specific Master Form, then click Copy Master Data to Currently-Open Client
  3. Click Yes to confirm that you wish to transfer the new information to that client 

To pull updated information into multiple (or all) client returns:

  1. Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
  2. Hover your mouse over Master Information, then click Copy Master Form Data to Client(s)
  3. Select the Client(s) to transfer the new information to and then click OK
  4. By default, all Master Forms will be selected. Click to clear any box as needed and then click OK and then Yes to confirm that you wish to transfer the new information to those clients

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