Program Features
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Articles in Program Features
Supported Forms
This information is also available at the Tax Processors Plus website.
Desktop Client Status - Process Date, Receipt Date, IRS Tran Date
Process Date - The date that the return was marked complete.
Forgot Tax Processors Plus Desktop Username
The message "The username was not found" will appear in Tax Processors Plus Desktop when you click "Forgot Password" for a username that doesn't exist.
What's New In The 2020 Program?
The Recovery Rebate Credit is a new credit on Form 1040/1040-SR and it will be calculated in the same manner as the two Economic Impact Payments that were authorized by Congress and sent to taxpayers in 2020 and in January, 2021.
Where do I find my Premium activation code?
Tax Processors Plus Desktop generally knows whether or not you have purchased the Premium package.
Tax Processors Plus Desktop Supported Forms
The Tax Processors Plus Desktop program supports the following federal forms for individual tax returns.
Effective Tax Rate
When preparing a Form 1040 in Tax Processors Plus, at the top of the interactive screen is a field labeled "Effective Tax Rate".
Tax Processors Plus Desktop Quick Menu
Click each item below for more information.
Demo Installation
The online edition is accessed through a web browser.
Diagnostic Errors and Warnings
Tax Processors Plus Desktop constantly runs a series of tests on the return you are preparing, looking for inconsistencies, highlighting possible oversights, and providing important reminders.
Quick Estimate / Quick Calculation Of A Tax Return
Tax Processors Plus Desktop contains a module that allows you to quickly input basic information for a client to provide an estimate of the refund or balance due on their tax return.
The Appointment Calendar
Tax Processors Plus Desktop includes an appointment calendar that can be used to keep track of appointments with your clients.
Client Status
The Client Status utility is used to check on the e-file status and bank product status for an individual (1040) e-filed return.
Message Center
The Message Center allows Tax Processors Plus Desktop to communicate important updates and information through the program.
Password Expiration
Select NO to skip changing the password, or select YES to change the password.
Referrals - Where to Enter and How to Track
Referrals are an important part of growing your business, and recognizing those who have referred a new client to your office is easy using the Referrals features within Tax Processors Plus Desktop.