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Professional Editions - Add or Edit Master Information
1

To access the Preparer Master Information dialog box:

  1. Start your TaxAct® Professional Edition program
  2. Click Preparer in the top menu
  3. Click Master Information and click Preparers
  4. Click Add New Preparer to add a preparer or click the pencil icon to modify a preparer in the program

Available tabs in the Preparer Master Information section include:


Practice
  • Edit practice information including address

Preparers
  • Add/edit or delete preparers
  • Select a Default Preparer

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

Directories
Computer location of the following directories:
  • Client Data Directory
  • PDF Directory
  • Log Files Directory
  • Auto Backup Directory
  • E-files Directory
  • Temp Files Directory

General

In each section of this tab you can control various options available in TaxAct Professional Editions (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 form 1040NR-EZ on all returns (1040 only)
    • 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)
    • Automatically lock returns after E-filing
  • 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)
  • Calculation 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)