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To access the Preparer Master Information dialog box:
  1. Start your TaxAct® Preparer's program
  2. Click on Preparer in the top menu
  3. Hover your mouse over Master Information and click Preparers
  4. Click on Add to add a preparer or click on the pencil to modify a preparer in the program

Available tabs in the Preparer Master Information section are as follows:

  • Edit practice information including address


  • add/edit or delete preparers
  • Select a Default Preparer

Client Status 
  • for Client Manager display fields - regarding Client Return Status and Client Pay Status


  • password protection selections


Computer location of the following directories:

  • Client Data Directory
  • PDF Directory
  • Log Files Directory
  • Auto Backup Directory
  • E-files Directory
  • Temp Files Directory
General ((Filing/Printing Options, Miscellaneous Options, Calculation Options) in each section of this tab you can control various options available in the Preparer program (i.e. toggle them on or off))

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)
  • File Form 1040/1040NR instead of short forms on all returns (1040 only)
  • File Schedule C instead of Schedule C-EZ on all returns
  • File State "Long Forms" instead of State "Short Forms" on all returns (1040 only)
  • Print Schedule B even if the total is under $1,500 (1040 only)

Miscellaneous Options:
  • Assign invoice numbers to all new and imported returns (and selection of the number to begin with and increase by)
  • Whether to show message on return open indicating that refund has changed due to an updated or different version of TaxAct
  • Whether to include social security number(s) or direct deposit information on Tax Organizers (1040 only)

Calculations Options (1040 only):
  • Whether the IRS should compute Form 2210 - Underpayment Penalty (TaxAct will not computer penalty)
  • States will compute the underpayment penalty (TaxAct will not compute penalty)
  • Automatic completion of Boxes 3-6 of Form W-2 based on Box 1 and Box 12 entries
  • Automatic completion of Box 16 State Wages of Form W-2 based on Box 1 entry
  • Automatic completion of 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)

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