The ProtaxPro.com Preparer Tool page serves as your central hub for accessing the features and tools available within the software. Designed for efficiency and ease of use, the dashboard provides quick access to the information and functions you use most throughout the tax preparation process.
The first section of the Preparer Tool page allows you to confirm that you are working in the correct application and tax year before starting or continuing a return. This area displays important account and product details, including:
- Current User – Your username
- Application – Business Tax, 1099 + W-2, 1040 (Training), or 1040
- Tax Year – Access to current and prior-year tax returns
- Current Product – Your active purchased product
- Returns Remaining – The number of returns available based on your selected package
Quickstart New Return
The QuickStart New Return feature allows you to create a new client return directly from the Preparer Tool page using only the client's name and Social Security Number. This streamlined process helps you get started faster and spend more time serving your clients.
Alerts
Stay informed with the Alerts section. This feature delivers important updates and notifications directly to your dashboard, helping you stay current on critical information such as bank enrollment updates, software announcements, Support and other important communications from ProTaxPro.com.
One of the most common uses of Alerts is notifying you when our Support Team has responded to a message you sent through the Secure Email feature. If you contact us through Secure Email, be sure to check your Alerts regularly so you'll know when a response is available and ready for review.
All Returns
The All Returns section provides convenient access to your recently worked-on returns. Easily locate and reopen existing returns with just a few clicks, allowing you to continue where you left off and keep your workflow moving efficiently throughout the tax season.
For even faster navigation, use the Filter feature to quickly locate a specific client return. Simply enter the first four letters of your client's first or last name to narrow your search results and find the desired return in seconds. This powerful search tool helps you manage your client database more efficiently, especially during busy filing periods.