Setting ProSeries Basic Edition options

The first time this year's ProSeries Basic Edition program starts, it transfers preferences and settings that you used with last year's ProSeries program if it locates the file with that option information on your system.

Not Transferred. If the program wasn't able to transfer last year's ProSeries preferences and settings, the Options Setup Wizard starts. Proceed to the next section, "Using the Options Setup Wizard."

Transferred. If the program transferred last year's ProSeries preferences and settings, the Prior Year Settings Transferred dialog box opens.

If you see the Prior Year Settings Transferred dialog box:

Click Edit if you want to review and edit preferences and settings in the Options Setup Wizard before going to HomeBase.

Click OK if you want to go to HomeBase without running the Options Setup Wizard. Proceed to "Transferring data from ProSeries 2003 client files".

Using the Options Setup Wizard

The Options Setup Wizard helps you set ProSeries Basic Edition options that you need to set before you complete returns. The wizard starts automatically if the program wasn't able to transfer the preferences and settings that you used with last year ProSeries program, or if you select the Edit button in the Prior Year Settings Transferred dialog box.

When you finish with each Options Setup Wizard dialog box, click Next.

Most Options Setup Wizard dialog boxes are self-explanatory. The following table briefly describes the Options Setup Wizard dialog boxes that you'll see.


Name of dialog box	Comments
Firm/Preparer Information	See "Entering firm and preparer information" below.
Filing Client Returns Electronically	Answer either: Yes, some returns may be filed electronically No, returns will not be filed electronically
Electronic Filing Contact Information	You see this dialog box only if you answer Yes in the Filing Client Returns Electronically dialog box. Enter the requested electronic filing information for your firm.
Check for EF Acknowledgments	You see this dialog box only if you answer Yes in the Filing Client Returns Electronically dialog box. Select the frequency (in days) that you want to be prompted to check for electronic filing acknowledgments.
ProSeries Bank Products	You see this dialog box only if you answer Yes in the Filing Client Returns Electronically dialog box. Answer either: Yes, ProSeries Bank Products may be offered No, ProSeries Bank Products will not be offered
Bank Products Registration Information	You see this dialog box only if you answer Yes in the ProSeries Bank Products dialog box. Enter the requested bank products registration information for your firm.
Select a Printer	If you have more than one printer, select the printer that ProSeries Basic Edition will use.
Print a Test Page	Click the Print Test Page button to print a test page with information including the name of the printer and printer driver.
Check for Product Updates	Select the frequency (in days) that you want to be prompted to check for product updates.
Congratulations	Click Finish to exit the Options Setup Wizard.

Entering firm and preparer information

You enter information about your firm in the Firm/Preparer Information dialog box. If you completed the Connected Customer Wizard, you'll see your firm's name and address in the gray area of the Firm Information section.


Tip:	If you don't see your firm's name and address, you'll retrieve that information from an Intuit Internet server later, as explained in "Product licensing".

Enter other information about your firm in the fields below the gray area. If the firm will be filing returns electronically, be sure to enter the firm's Electronic Filing Identification Number (EFIN).

Enter information about the firm's preparers in the next section of the dialog box. There's room to enter information for many preparers. If preparers will be filing returns electronically, enter Electronic Return Originator (ERO) information in this section also. If the ProSeries Basic Edition program transferred preparer information from last year's program, just edit the information as necessary.


Tip:	For information about any field in the Firm/Preparer Information dialog box, right mouse click the field, then select About <Field> on the pop-up menu.

This table explains some of the fields in the Firm/Preparer Information dialog box:


Field	Explanation
Firm Name and Address	This must be the primary firm name and location used by you in the normal course of business (in other words, the firm name and address under which you market yourself and your professional services). This information prints in the Paid Preparer area on each tax return for which you are the paid preparer. You can't enter or edit your firm's name or address in the Options Setup Wizard. To edit information in the shaded area after you finish the Options Setup Wizard, go to the Tools menu, select Options, select Firm/Preparer Info, click the Edit button, then follow the on-screen instructions. To enter your firm's name and address after you finish the Options Setup Wizard, go to the Tools menu, select License Products, select Online or Manual, then follow the on-screen instructions.
Preparer Code	Enter a code of up to three characters to identify the preparer. For example, enter the preparer's initials or a numeric code. Each Preparer Code must be unique. As a preparer prepares returns, he or she enters his or her code in the Preparer Code field at the start of Part IV-Filing Information in the client's Federal Information Worksheet to associate that return with that preparer. Tip: If you prepare a return for which you are not the paid preparer, and you want "self-prepared return" or "non-paid preparer" to appear in the paid preparer section of applicable forms instead of your company's firm name and address, select the "Self-Prepared" or "Non-Paid Preparer" box below the Preparer Code field at the start of Part IV-Filing Information in the client's Federal Information Worksheet.
Print name in signature area?	Check this box to print the preparer's name on the Preparer's Signature line of the tax return. The preparer can then write his or her signature on top of or next to his or her printed name.
Self-employed?	Select this box if you want the program to check the Self-Employed box in the Paid Preparer area of the tax returns. Checking the Self-employed box does not replace the firm's name with the preparer's name, even if the preparer is self-employed. The firm name always prints on the returns that are prepared by the preparer.


Tip:	To see detailed information about ProSeries Basic Edition options after you finish setting up the program, use the Search Help feature on the Help toolbar. (For information about the Search Help feature, see "Getting information and help".)

To run the Options Setup Wizard whenever you want from within the ProSeries Basic Edition program, go to the Help menu and select Options Setup Wizard.