Option

Description

Date on return

Print the current date on the return. To change the date printed on the return (or the due date on letters and filing instructions), enter the desired date on the PRNT screen.

Print dates for taxpayer and spouse signatures (excludes 1040)

Print taxpayer and spouse signature dates on the return (excluding Form 1040).

Taxpayer phone number

Print the taxpayer’s phone number (entered on screen 1) on the return.

Taxpayer email address

Print the taxpayer’s email address (entered on screen 1) on the return.

Preparer

Select an ERO or individual preparer to act as the taxpayer’s third-party designee.

Interest and Penalty Calculation

Calculate penalties and interest on returns filed after the due date using IRS quarterly interest rates.



Setup Options