preparer
- “Client Copy” Watermark
- Accuracy Guarantee Professional Editions – Overrides
- All Return Types One Shortcut – Professional Editions
- Attaching a Document – Professional Editions
- Auto-Attach States to all Returns
- Auto-Completion Based on Income Entries – Professional Editions
- Bank Product Option for Client Return – Professional Editions
- Batch E-File – Professional Editions
- Blank Data Remove Space
- Blank Pop-Up Windows or Q&A Pages – Non-Enterprise Preparer
- California – Employer Reporting Requirements
- California – Mandatory E-File
- Checking E-File Status for Client Returns
- Continuing Education for Tax Professionals
- Duplicate Preparer / Wrong Practice Owner – Enterprise Online
- E-File a State Return Only – Professional Editions
- E-Filing – Establishing Credentials in Your TaxAct Account
- E-Filing for Prior Years – Professional
- Employer Reporting Requirements
- Features – Professional Editions
- Form 1099-MISC – Issuing to Vendors
- Form 8822 Change of Mailing Address
- Form 8948 – Preparer Explanation for Not Filing Electronically
- How to Sign In and Download Software – Professional Editions
- Import PDF from Other Tax Software – Professional Editions
- Installation Help – Professional Enterprise Editions
- IRS Reject Codes – IND-039, IND-040, and IND-041
- IRS Specifications for Registered Tax Return Preparer Test
- Locating Return Files – Professional Editions
- Locked Data File (prXXmaster.dat, etc.) – Professional Editions
- Master Forms Master Instruction Letter
- Multiple Returns – Taxact Desktop
- New Jersey – Print Name in Paid Preparers Signature Box
- New York PYTPRIN Exclusion Code For Preparers
- No Account Error or Submission Problem – Professional Editions
- Notes and Explanations for E-Filing
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Online Backup – Locating Account – Professional Editions
- Options Preferences Toggling Items
- Preparer – Client’s Electronic Filing Status
- Preparer – Electronic Filing for Prior Years
- Preparer – Form 8606 Client’s Address and Prep Information Do Not Populate
- Preparer – River City Bank
- Preparer Fees Paid from Refund
- Preparer Regulations – Form W-12 Replaces Form W-7P
- Preparer Regulations – Have an EFIN but no PTIN
- Preparer Regulations – Preparer Tax Identification Number (PTIN) Mandatory
- Prior Year Enterprise Edition E-File Not Working
- Professional Editions – Add or Edit Master Information
- Professional Editions – Applying for an Electronic Filing Identification Number
- Professional Editions – Backing Up Client Returns and/or Preparer Information
- Professional Editions – E-Filing Payment Methods
- Professional Editions – E-Filing Prices
- Professional Editions – EFIN Required Before Getting Started With E-Filing
- Professional Editions – Enter Default Credit Card Information
- Professional Editions – Importing Prior Year TaxAct Returns
- Professional Editions – IRS Requirements for Tax Return Preparers
- Professional Editions – Network Disconnections Resulting in No Preparer Info or Client Returns
- Professional Editions – No States Selected to Print
- Professional Editions – Paid Preparer’s Due Diligence Checklist
- Professional Editions – Phone Support
- Professional Editions – Preparer Invitation Process
- Professional Editions – Preparer PDF Import
- Professional Editions – Rebuilding Client Manager Information
- Professional Editions – Republic Bank – Not Accepting Applications
- Professional Editions – Restoring Backups
- Professional Editions – Self-Employed Indicated in Master Information
- Professional Editions – Showing Prior Year Amounts within Print Organizer
- Professional Editions – Unique PTIN for Each Preparer Required
- Professional Editions – Updating Return Status, Payment Status, or Assigned Preparers
- Professional Instruction Letter – Mailing a Paper Return
- Release Dates of TaxAct Editions
- Removing Preparer Information from Client Return
- Resend Preparer Invitation
- TaxAct Professional – Client Fees from Refund (Bank Products)
- TaxAct Professional Enterprise Setup
- Transfer to New Computer – Professional Editions
- Updating Preparer Information
- View Client Billing Report – Electronic Filing Manager