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

  1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar.
  2. Click Preferences, then click Miscellaneous, to control the following:
    • Client Manager 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)
      • Enable MailTo links for Taxpayer's and Spouse's email addresses
    • Client List Text Size
      • Extra small
      • Small
      • Medium
      • Large
    • Client Name Display (1040 Clients Only)
      • Display client name as first name, last name
      • Display client name as last name, first name
    • Open Return Destination
      • When opening clients, display Forms Explorer.
      • When opening clients, display Q&A.
    • Miscellaneous
      • Automatically attach selected states with new or imported returns.
        • Select States
      • 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 Form Tabs when in Forms Explorer.
      • Show Real Time Alerts when in Forms Explorer (when applicable)
        • Show Real Time Alerts message box when hovering on the field
      • 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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