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Various functions for the Preparer program are toggled on and off through the Preparer Master Information dialog box:
  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 and click General
  4. Click on the General tab and from there you can control the following functions:
    • Filing
      • Print the preparer's name in the Preparer's Signature Field
      • Print the current date in the Preparer's Signature Date Field
      • Print all capital gain/loss transactions on Form 8949
      • Do not print Schedule K-1 Page 2 (codes) - (1065, 1120S only)
      • File Form 1040/1040NR instead of short forms on all returns - (1040 only)
      • File Schedule C instead of Schedule C-EZ on all returns
      • File State 'Long Forms' instead of State 'Short Forms' on all returns - (1040 only)
      • Print Schedule B even if under $1,500 - (1040 only)
    • Miscellaneous
      • Assign invoice # to all new and imported returns.  (also provides the option to select 1) the next invoice # to use and 2) the increment to use between invoice numbers)
      • Show message on return open indicating that refund has changed due to an updated or different version of TaxAct
      • Do not include social security number(s) or direct deposit information on Tax Organizers - (1040 only)
    • Calculations (1040 only)
      • The IRS should compute Form 2210 - Underpayment Penalty (TaxAct will not compute penalty if you check this box)
      • States will compute the underpayment penalty (TaxAct will not compute penalty if you check this box)
      • Automatically complete Boxes 3-6 of Form W-2 based on Box 1 and Box 12 entries
      • Automatically complete Box 16 State Wages of Form W-2 based on Box 1 entry
      • Automatically complete Box 18 Local Wages of Form W-2 based on Box 1 entry
      • Do not automatically compute state sales or use tax (New York returns only) 

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