In addition to the ProWeb configuration options completed when you created your ProWeb office, there are several other ProWeb Configuration menu options you may wish to visit.
Consent Forms
See here for more information about custom consent forms.
Custom Credit
See here for more information about custom credits.
Office IP Whitelist
In Office Setup, if you have checked the box for "Force Verification of IP Address", you will enter in this menu the IP addresses the are allowed to log in to the ProWeb office. This means that you will need to know your and each preparer's IP address(es) where they log in from. If anyone's IP address changes, then you will need to add the new IP address to this list. Allowing preparers to only log in from an approved IP address adds an extra layer of security to your ProWeb office but entails a burden on you to ensure that the "whitelist" of allowed addresses is up to date.
For best results, preparers should liaise with their ISP to get a fixed IP address. This will ensure they will not be locked out of the ProWeb office due to the address changing.
If you are not sure you can manage this feature, don't check the force verification check box in Office Setup. However, if you do wish to use this feature, before enabling it in Office Setup first gather from all your preparers their IP addresses, and yours, and add them to this menu.
Note: If you do select to force verification and don't enter IP addresses in this menu, no one, including yourself, will be able to log in to the ProWeb office!
To edit the office IP whitelist, from the Configuration menu:
- Click Office IP Whitelist
- Type in the IP address and select +Add
The IP Addresses added to this section will be the only IP Addresses allowed to access the ProWeb office. It is advised to only set this configuration if you have a Static IP Address or a local technician available to assist in the setup.
Question Templates
A question can be set up to be answered in a return for a variety of reasons, e.g., for marketing purposes or to keep preparers on their toes. The questions are shown on-screen in the e-file process at the end of the return.
To create a question template, from the Configuration menu:
- Click Question Templates
- Select +Add to Add Question
- Add the Question and determine if it is required to be answered
- Select +Add to Add Answer
- Click Save
See here for more information about questions.
Tags
Tags help you easily search for returns or leave notes on returns. For example, you could make a tag to indicate a return is missing the W-2, or needs to be amended, or needs additional information. Tags can be added to a tax return from the client list by selecting the tag icon, or they can be added at the end of the return in the Submission step. When a return includes a tag, the tag icon in the client list is colored blue.
To create a return tag, from the Configuration menu:
- Click Tags
- Select +Add to add a tag.
- Click Save
See here for more information about return tags.
Taxpayer Profiles
Taxpayer profiles help you to easily complete tax returns if you have many of the same type of client. For example, if you know that almost every tax return you create is going to be for a retired taxpayer, you can create a Taxpayer Profile to include Forms 1099-R, SSA-1099, RRB-1099, etc. The program will prompt to fill in these forms first
To create a taxpayer profile, from the Configuration menu:
- Click Taxpayer Profiles
- Select +Add to Add Taxpayer Profile
- Name the Profile, give Description, and select Tax Year
- Search the Tax Form (Lookup) to find the forms you'd like to add to the profile
- Click Save
See here for more information about using taxpayer profiles.
