Configuration

Multi-Factor Authentication (MFA)

The Federal Trade Commission safeguards rule requires tax preparation firms to use multi-factor authentication, (MFA), as does the IRS .

How to print Form W-7 in Spanish

Form W-7 is used to apply for an ITIN and is attached to the tax return and mailed to the IRS.

Printing The Fees in Configuration

In Tax Processors Plus Desktop, if you have entered fees in the Fees Setup Menu you can print a list of these fees.

How to change the program color

If you have multiple years of Tax Processors Plus Desktop installed, giving each a different background color is useful to help visually distinguish between them and to help avoid accidentally working on a return in the wrong year.

Filing Status Fees

In Tax Processors Plus Desktop, you have the option of setting a fee for each of the five individual return filing statuses.

Invalid EFIN Validation Code

Also, if you are copying and pasting the code off the screen in Account Hub, be sure to copy only the code, not the space before the code or the period after.

How To Update Your EFIN

After the IRS issues you a new EFIN, your first step is to notify Tax Processors Plus Desktop.

Where to Modify the Preparer Fee on a Return

When you create a return in Tax Processors Plus Desktop, the fees from your Fees Menu are automatically added to the return's invoice.

How to Change Tax Processors Plus Desktop to Not Display the Client List

In Tax Processors Plus Desktop, the Client List displays by default along with the Quick Menu.

How to Change the Size of the Client List Window

Here's how to change the size of the Client List window in Tax Processors Plus Desktop.

Where do I find my EFIN Validation code?

The EFIN validation code for each year's version of Tax Processors Plus Desktop can be obtained by logging in to your Tax Processors Plus Desktop Account Hub.

Setting Up Preparer Security Roles

In Tax Processors Plus Desktop, a security role is a predefined set of permissions allowing access to different menus and features in the program.

Santa Barbara TPG Program Setup

Once Santa Barbara TPG has approved your ERO Enrollment Application, you will be able to set your bank in the software.

Refund Advantage Program Setup

Once Refund Advantage has approved your ERO Enrollment Application, you will be able to set Refund Advantage as your bank in Tax Processors Plus Desktop.

Bank Setup Menu

If you have enrolled with a bank to offer refund transfer options to your clients, in Tax Processors Plus Desktop you will indicate the bank you are enrolled with in the Bank Setup Menu.

Path Menu

The Path Menu shows three important Windows directory paths related to Tax Processors Plus Desktop.

Electronic Filing / Bank Setup Menu

Enter here your Electronic Filer Identification Number (EFIN).

Custom Fees and Custom Discounts

In Tax Processors Plus Desktop, in addition to adding fees for the various federal and state forms and schedules in the Fees Menu, you can add your own fees and discounts to the tax return invoice.

Fees / Billing Setup Menu

In Tax Processors Plus Desktop, the Fees / Billing Setup Menu is where fees and other invoice-related controls are set.

Turn On/Off Automatic Receipt Printing

Copying Configuration To A New Computer

Attach an external storage device (such as a thumb drive or portable hard drive) to the original (old) computer.

Managing the Client List

There are several ways to change the way the Client List displays in Tax Processors Plus Desktop.

Tax Related Bank Products - Additional Fees

Special Attention Database

The Special Attention Database allows you to store information about a client that you may wish to take into consideration prior to the preparation of their tax return.

Selecting A Bank In Tax Processors Plus Desktop

Once you select a bank the Bank Setup Menu will present you with the bank's program options to opt into.