You can choose to edit your preparer preferences during setup by clicking the Preparer Preferences button. You can access and edit this information any time by clicking Preparer > Preferences. In the Preparer Preferences window, you can choose settings for your Client Manager, Electronic Filing Manager, and specify general preferences.

Preference Options

Client Manager

• Reset Defaults – Reset ALL default settings on the Client Manager, Appointment Manager, and Miscellaneous tabs.
• Client Manager Columns – Set up the appropriate columns to show in the Columns Displaying list, and the order that you’d like them to display using the Add, Remove, Move Up, and Move Down buttons.

Appointment Manager

• Appointment Colors – Select the colors which you would like to represent appointments, birthdays, and general events.
• Calendar Hours – Select your start and end-time preferences and choose whether or not you would like the program to display appointment reminders.

Miscellaneous

• Client Manager Display – Edit the display settings for the Client Manager screen.
• Client Name Display (1040 Clients Only) – Choose to display client name as first name last name, or last name first name.
• Open Return Destination – Choose your default destination when opening a client return (open in Forms Explorer or Q&A view).
• Forms Explorer – Edit the display settings for the Forms Explorer screen.
• Miscellaneous – Choose when to upload returns to TaxAct’s secure servers (Every time the return is saved, or only when the return is checked in). You can also choose to automatically attach selected states with new or imported returns.

Related Links

• TaxAct Professional Editions – Setup Guide
• Set Up or Edit Practice, Preparer, and Master Information
• Updating Preparer Information
• Removing Preparer Information from Client Return