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Various functions for the TaxAct Professional Editions are toggled on and off through the Preparer Preferences 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. Click on Preferences and then the Miscellaneous tab to control the following functions:
    • Client Manager / Professional Reports Display Settings
      • Show preview of selected client information
      • Show only the last 4 digits of client SSN/EIN in Client Manager
      • Refresh Client List every 3 minutes (Network Feature Only)
      • Display client name as first name, last name (1040 Option Only)
      • Display client name as last name, first name (1040 Option Only)
    • Open Return Destination
      • When opening clients, display Forms Explorer
      • When opening clients, display Q&A
    • Miscellaneous
      • Upload returns to TaxAct's secure servers (Online Practice only):
        • Every time I save the return
        • Only when I check in the return
      • Automatically attach selected states with new or imported returns (also the option to select the states desired)
      • Show offer for Protection Plus Audit Assistance
      • Print cover page based on offset folder/envelope
        • Print cover page centered
      • Always print returns in duplex
      • Show the refund/owe indicator (when applicable)
      • Show preparer tips on startup (1040 Option Only)
      • Import client notes from prior year returns
      • Show notification alert pop-up

Note. There are also some options available on the Client Manager and Appointment Manager tabs.

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