Web1040 Pro allows users to use a signature pad to capture the signatures of the preparer as well as the taxpayer(s) electronically. This feature will apply the taxpayer and preparer signatures to all supported forms. The option to use the signature pad will vary with each state and with each bank....
Before setting up configuration within the program - You will need to finish the initial program setup for your office. This done from within your Account Hub. After your Web1040 Pro account has been created, the information will pull to the Office Setup and ERO/Preparer Setup in Configuration. If y...
Every preparer will have his/her own username and password. This is created by the ERO/Office Administrator. The password may be changed by the preparer the first time he/she logs into the account, but the username may not be changed after it is created. NOTE: It is suggested to set up Security Templ...
Security Templates allow the ERO/Office Administrator to control what the preparers have access to do within the program. You can give a preparer permission to only create a tax return, full office access, and everything in-between. Make sure to setup a Security Template for the ERO/Office Administr...
In Configuration, the program will allow you to create custom print options in addition to the default print sets. Currently, the program has the following default print options: One Copy, Two Copies and Three Copies - Federal and State, One Copy - Federal Only, One Copy - 1040 Only, One Copy - Stat...
Fee Setup within Configuration will allow you to set a Minimum Preparer Fee as well as charge a certain amount by Form or by Schedule. Custom Fees and Discounts are fees/discounts in addition to the Fee Setup. For example: an office may charge a minimum preparer fee of $100, a Custom Fee of $20 for ...
Web1040 Pro offers the ability to customize which reports you would like to see in the Reports Menu. Report Customization is the simple solution to prevent you from having to search through unnecessary reports and get straight to the ones you need. Office Admins can also set restrictions to control ...
In addition to the Configuration options mentioned in the other articles, there are a few more custom configuration options for you to use within your office. These include customized Consent Forms, Custom Credits, Office IP Whitelist, Question Templates, Tags, and Taxpayer Profiles.To create your c...
To create a Custom Credit from the Configuration menu: Click Select next to Custom Credit Select +Add to Add Custom Credit Name the Custom Credit Determine if the credit is required before completing the return Select Continue to save Custom Credits may be added for reporting purposes, reminders...
To add IP Addresses to your Office Whitelist from the Configuration menu: Click Select next to Office IP Whitelist Type in the IP address and select +Add Please note: IP Addresses added to this section will be the only IP Addresses allowed to access the program. It is advised to only set this con...
To create Question Templates from the Configuration menu: Click Select next to Question Templates Select +Add to Add Question Add the Question and determine if it is required to be answered Select +Add to Add Answer Please Note: These questions can cover anything for marketing purposes, require...
To create Tags from the Configuration menu: Click Select next to Tags Select +Add to Add Tag Please Note: Tags are used for you to easily search for returns, to leave notes, etc Click Save
To create Taxpayer Profiles from the Configuration menu: Click Select next to 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 Please Note: These profiles...