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):
Start your TaxAct® Preparer's program
Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
Hover your mouse over Master Information, then over Master Form Data and click 1040 - Individual, 1065 - Partnership, 1120 - C Corporation or 1120S - S Corporation
Click on any tab and add or change information as desired
Click OK to save changes
To pull updated information into multiple (or all) client returns:
Click Preparer in the top menu (while viewing the Client Manager or from within an individual return)
Hover your mouse over Master Information, then click Copy Master Form Data to Client(s)
Select the Client(s) to transfer the new information to and then click OK
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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