SO10355 - Settings Menu
Description:
Overview and links to the different items located within the Settings menu.
Links:
Menu Bar


(figure 1)
Refer to figure 1 above for items a through q.

  1. Control Data – The Control Data screen contains many of the options for the TaxWorks program, including Firm information, access codes, data and settings paths, and different user options.

  2. EF and Bank Settings – Select EF and Bank Settings to setup the options for electronic filing returns and using bank products.

  3. Email Settings – Select Email Settings to choose if you use Outlook, Outlook Express, or another SMTP server for email. This setup is required before documents can be emailed in TaxWorks.

  4. Printer & Delivery Settings – Select Printer & Delivery settings to set up printer settings, defaults, and various user options for the TaxWorks program.

  5. Distribution Sets – Select Distribution Sets to select and edit forms to print for various quick print sets ( Ex. Federal Paper Set, Client Copy Set, Preparer Copy Set etc...).

  6. Preparers – Select Preparers to enter preparer information to be used on prepared returns.

  7. Common Forms – Select Common Forms to change or select forms you would like to be listed on the Common Forms tab. This is used as a quick reference for frequently used forms.

  8. Custom Letters – Select Custom Letters to customize instruction letters you send to your clients. Templates are available for each type of return.

  9. Invoice Settings – Select Invoice Settings screen to set prices for each form prepared. These settings will be reflected on the invoice for each return.

  10. Discounts – Select discounts to setup discount items to be used on the invoice. You can choose different discount codes to be used for each type of discount.

  11. Edit OH City Tax Info – Select Ohio City Tax Info to add or edit various Ohio cities and edit the tax rate and forms associated with each.

  12. Edit Penalty Interest Rates – Select Penalty Interest rates to override the default rates for federal and state 1040 returns.

  13. Libraries – Select Libraries to open the auto-complete libraries that have been saved by the program. From here you can edit or delete any particular item. The library auto-complete can also be suppressed in Control Data.

  14. Employer Library – Select Employer Library to open the list of employers that have been previously entered and saved in the program. Whenever you input employer information on a W-2, for example, the EIN, Name, Address, and Phone Number will be saved. Once you input the EIN again, for another W-2 the rest of the information will automatically be entered. You can Edit, Print, Add, or Delete any library item from this screen.The employer library auto-complete can also be suppressed in Control Data.

  15. Provider Library – Select Provider Library to open the Child Care Provider screen. From here you can enter Provider information, which will then be available to select from the 1040 form 2441 grid.

  16. RTN Library – Select RTN Library to enter the routing transit numbers for specific banks. This is used for the direct deposit and electronic funds withdrawal grid when a bank name is chosen, the RTN will automatically be entered.

  17. Colors – This feature will allow you to customize your screen colors while working in the program.