The ProtaxPro.com Preparer Tool page hosts several features of our software.
On the Preparer Tool page, the first box is used to indicate what type of return construction you are looking to work on. Here you will want to make sure you are working on the correct tax year and with the right application for the return you are working with. What is found in the first box is the:
- Current User - username
- Application - Business Tax, 1099 + W2, 1040 (Training), 1040
- Tax Year - current & prior years
- Current Product - what your current purchased product is
- Returns Remaining - based on the current package you have purchased
Quickstart New Return
The Quickstart New Return function allows you to start a new client's return quickly from the Preparer Tool with a name and ssn.
Alerts
The Alerts box functions to allow ProTaxPro.com to send alerts regarding important information to our users, such as, bank enrollment,
All Returns
The All Returns box on the Preparer Tool page lists your most recent returns. It allows you to quickly get into a return that has already been started, making the filing process quick and convenient.