Allow Another Person to Discuss Return with IRS - When a preparer code is entered on the tax return, the option to 'Allow another person to discuss return with IRS' defaults to the preparer. To manually enter someone other than the preparer, select this option Manually Enter Designee Information and fill in the required information as prompted. If the taxpayer does not want to allow another personto discuss their return with the IRS, toggle this option to NO.
Third Party Designee - To have someone other than the preparer discuss the return with the IRS, select 'Allow Another Person to Discuss Return With IRS' and then enter the person's name, phone and PIN. The PIN is any five numbers that the designee chooses.
Disaster Designation - If the taxpayer was located in a disaster designation area, select the Disaster Designation menu and select the appropriate designation. You can manually enter a designation that is not displayed in the list by selecting Enter Disaster Designation.
Military Processing - If the taxpayer or spouse is in the military and/or deployed to one of the listed locations, select the option that applies to his/her situation. In most cases, the literal selected is Combat Zone.
Attach PDF Document- This option allows you to select one or more PDF's to attach to your tax return. (Ex: Brokerage Statements) Any documents attached here will be transmitted with the tax return to the IRS.
Print Date- You can change the date that prints on the return to be whatever date you prefer by selecting 'Print Date' and entering a specified date.
Force Itemized Deductions or Dual-Status Alien - The program will always use the greater of the Standard Deduction or Itemized Deductions, however, there may be a situation when you want to force the program to use Itemized Deductions over the Standard Deduction. If so, select 'Force System to Use Itemized Deductions'. The program will now calculate the return based off of the itemized deductions entered. If you want to change it back, simply select the menu title again and the program will calculate the return based on which deduction is greater. Note - A dual status alien is not eligible to claim the standard deduction. Select this option to force the use of itemized deductions.
Print English or Spanish Forms - This option allows you to select whether you want forms to print in English or Spanish.
Are you a non-paid preparer? - If you are a Non-Paid Preparer, select IRS-Prepared or IRS-Reviewed. For e-filing purposes, the IRS will only accept IRS-Prepared or IRS-Reviewed as acceptable responses.
Print organizer for client next year - When this option is marked in the current year's program, the client will automatically be marked in next year's program to have an organizer printed. For additional information on printing a client organizer click here.
HOH and claiming spouse's exemption - If the taxpayer qualifies for head of household filing status because they are considered unmarried, they can claim an exemption for their spouse only if their spouse had no gross income, is not filing a return, and was not the dependent of another taxpayer. This is true even if the other taxpayer does not actually claim the spouse as a dependent. The taxpayer can claim an exemption for their spouse even if he or she is a nonresident alien. Also, the spouse must have no gross income for U.S. tax purposes.
Mark Return as Private - Select this option to password protect an individual return. If a return is password protected as a private return the SSN/EIN will also be masked on the tax returns / client list. When a private return is selected from the client list, the password must be entered in order to open the return.
Associate with Pro App Return - For returns that were not started in the Mobile App, you can use this menu item to associate a Taxes to Go App account with the return created in your program. Doing this will allow the taxpayer to share documents through the Mobile App to you and gives you the ability to send the tax return back through the app for the taxpayer to sign.