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.
   • Forms Explorer
     • 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.
     • Include full form name in Forms List.
   • Miscellaneous
     • Upload returns to TaxAct’s secure servers.
     • Every time I save the return
     • Only when I check in the return
     • 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 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.