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 are for you to easily complete tax returns if you have many of the same clients. EX: 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 these forms first instead of you jumping to every location.
- Click Save