Professional Editions - Master Information General Tab
1
Various functions for the Preparer program are toggled on and off through the Preparer Master Information dialog box:
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 and click General
Click on the General tab and from there you can control the following functions:
Filing/Printing Options
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, and 1041 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 Options
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 Options (1040 only)
The IRS should compute Form 2210 - Underpayment Penalty (TaxAct will not compute penalty)
States will compute the underpayment penalty (TaxAct will not compute penalty)
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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