Advanced Configuration Menu
5 articles
Articles in Advanced Configuration Menu
How to Mask SSNs in the Client List
Social Security Numbers can be either masked or not masked in the main client list.
How to Add Amended Return Status Columns to the Client List
In Tax Processors Plus Desktop, amended return columns can be added to the Client List that displays with the Quick Menu.
Database Management
The Database Management section of Tax Processors Plus Desktop is intended to help you track numerous activities pertaining to your clients.
Display Settings
Edit Main Menu Size - If you are displaying the Client List along with the Quick Menu, select this line to choose how many client lines to display, with Large covering the entire available space below the toolbar at the top of the screen.
Return Status Tags
In Tax Processors Plus Desktop, return status tags are used to assist you in tracking and sorting individual tax returns from within the Client List.