To access settings that affect the way certain information is displayed, from the main menu of TaxSlayer Pro select:
- Configuration
- Advanced Configuration (Macros)
- Display Settings
Edit Clients 1040 List
- Start Return Using Client List: If set to YES, when you select Tax Returns from the Main Menu a list of all the clients that have been started and/or completed will appear. This may not be desirable if your clients can observe your monitor's display. Set to NO, and a window to enter the client's SSN will display instead. At this point, you also have the option of pressing Enter to access the full Client List.
- Select Columns to Display on Client List: Choose the columns that you want displayed in the Client List. By default, all columns are displayed. Uncheck a column's check box to hide the column.
- Reset Client List: You can change the left-to-right order of the columns in the Client List as desired. To return the order to the default order, click this line.
Edit Business Return List
- Select Columns to Display on Client List: Choose the columns that you want displayed in the Client List. By default, all columns are displayed. Uncheck a column's check box to hide the column.
- Reset Client List: You can change the left-to-right order of the columns in the Client List as desired. To return the order to the default order, click this line.
Sort Schedule B Entries by Name - If set to YES, Schedule B entries will be sorted by the Payer's Name.
Sort Depreciation by Date - If set to YES, Depreciation will be sorted by the date placed in service.
Display Re-Do State Message - If set to YES, after making a change to the Federal return, you will be warned once that you need to reopen the state return, even if the change has no effect on the state return. If you do not want to see the warning message, set this option to NO.
Display 10 Most Recent Returns - If set to YES, the 10 most recently opened returns will appear in the Main Menu toolbar at the top of the screen under the menu File > Previous Returns. This is a shortcut to returns you are currently working on.
Block Support Alert Message - obsolete
Background Being Used - If you would like to change the background color being used throughout the program, choose from the list of five colors. This feature is useful if you have more than one year of TaxSlayer Pro open at a time. Giving each year a different background color helps avoid working on a return in the wrong year.
Use Generic Main Menu - Removes the TaxSlayer Pro name from the Main Menu.
Option to Print Federal Forms in Spanish - If set to YES, you will have the option to print Federal forms in Spanish.
Activate Tax Book Subscription - TaxSlayer Pro partners with The Tax Book, giving you a special price and integrating access into TaxSlayer Pro by clicking an icon the Main Menu toolbar at the top of the screen. If you have purchased a subscription, click here to activate it.
Go To Current Client In Client Status When In Return - If set to TRUE, upon clicking the Client Status icon in the toolbar at the top of the screen, the Client Status screen will open showing the status for the client whose return you are working on. If set to FALSE, the Client Status screen will open blank.
