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 Preferences, then the Miscellaneous tab to control the following:
   • Client Manager / Professional Reports Display Settings
     • Show preview of selected client information.
     • Show only the last four digits of client SSN/EIN in Client Manager.
     • Refresh Client List every three 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-secure servers (Online Practice only): "Every time I save the return" or "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.