To access the Advanced Configuration Menu, from the Quick Menu of TaxSlayer Pro select:
- Configuration
- Advanced Configuration (Macros)
MACRO (Most Common) Setup - Click for more information.
Special Attention Database - Click for more information.
Database Management - Click for more information.
Display Settings - Click for more information.
EIC Due Diligence Configuration - There are two options under this menu:
- Print 8867 Due Diligence Notes with Return - If set to Yes, the Due Diligence Notes will print along with the rest of the return.
- Show Additional Due Diligence Documentation When Exiting Return? - If set to Yes, the Additional Due Diligence Documentation checklist will display when exiting the return if it hasn't been completed, forcing its completion before the return can be exited.
Use Head of Household Worksheet? - If set to YES, when the Head of Household filing status is chosen in a return, the program will walk you through the Head of Household worksheet to help you determine if your client qualifies for Head of Household status.
Method Used to Call Adobe Acrobat - The default method is "Shell". If you are having problems printing PDFs from within TaxSlayer Pro, try changing the method to DLL or Exe. If you continue to experience problems, contact Technical Support.
Type of Prior Taxable State Refund to Pull - The default method is 'Net Taxable State Refund'. This method pulls the net state taxable amount to the income menu if applicable. If you wish to pull the total taxable amount to the income menu select 'Total Taxable State Refund'.
Ask to unlock return awaiting acknowledgement - If set to YES, when opening a return you are prompted that the return has been transmitted and the acknowledgement is not back.
Ask to unlock accepted return - If set to YES, you are queried when opening an accepted return.
Ask if 7216 Disclosure Authorization Signed - Section 7216 of the Internal Revenue Code contains regulations regarding use and disclosure of tax return information by tax preparers. If you offer other services to your clients, such as refund anticipation loans, mortgages, or insurance, you must have your clients sign a Consent To Use and Consent To Disclose forms before they may be contacted regarding other services. The 7216 consent forms are not posted on the IRS website; you can create your own or use the sample forms provided in TaxSlayer Pro. In order to comply with the regulations you should have each client sign a 7216 Disclosure Authorization prior to sharing or using their information to promote other financial products or services.
If set to YES, a message will appear upon exiting the tax return reminding you to have the client sign the form if applicable.
Note: In TaxSlayer Pro, you won't be asked about consent forms if you aren't offering bank products.
Manage Custom 7216s - In addition to the Form 7216 Disclosure Authorization included with the software, you can create your own here.
Ask For Dependent Care Benefits on W-2 Add - If set to YES, the program will include the Dependent Care Benefits section of the W-2 if you use the Enter key on the keyboard to navigate through the fields. If set to NO, the program will skip this section of the W-2 and you will need to click in the box to enter amounts for Dependent Care Benefits.
Pull Prior Year Client Notes Forward - There are three options for pulling client notes forward:
- Automatically Pull Forward - This option will include all client notes when a prior year client's tax return information is pulled forward.
- Ask To Pull Forward - This option will prompt you to pull prior year client notes forward.
- Do Not Pull Forward - Client notes will not pull forward, and you will not be notified of prior year notes.
Preparer Code is Required to Complete a Return - If set to YES, a preparer code must be indicated in the Personal Information section of a return in order to mark the return complete.
Return to the 1040 Menu when Exiting a State Return - If set to YES, when exiting the state return the program returns to the Main Menu of the federal tax return. If NO, when exiting the state return the program returns to the State Return Menu that includes all states.