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.