Various functions for TaxAct Professional Editions are toggled on and off through the Preparer Master Information dialog box:

1. Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
2. Click Master Information and then click General
3. Click 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)
   • When return qualifies, file Form 1040-SR instead of Form 1040 on all returns - (1040 only)
   • File Form 1040NR on all returns - (1040 only)
   • File State 'Long Forms' instead of State 'Short Forms' on all returns - (1040 only)
   • Print Schedule B even if under $1,500 - (1040 only)
   • Automatically lock returns after E-Filing
   • Miscellaneous Options
   • Assign invoice # to all new and imported returns (also provides the option to select the next invoice # to use and/or 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)
   • Calculation 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)