What Are the Other Configuration Options on Proweb?

There are various other options for custom configuration to use in your ProWeb Office that have not been included in the other articles. These are Taxpayer Profiles, Customized Consent Forms, Question Templates, Tags, Office IP Whitelists and Custom Credits.

Creating custom Consent Forms

Select Configuration
From there, select Consent Forms
To add a Consent Form, click on +Add
Enter a name for the Consent Form and provide a description for it
Use the Display Disclosure Limitations to know whether a limitation may be specified
Required for E-File - Permits you to request consent prior to e-filing
There is a + sign next to the Consent Form Terms, click on it
Enter the Term then define the term or select Input Only option
To save the term, click the check mark next to it
Once done, click Save to save the Consent Form

Creating Custom Credit

Select Custom Credit from the Configuration menu
To add Custom Credits, click +Add
Enter a name for the Custom Credit
Dictate whether the credit is needed prior to completing the return
To save, click Continue
Custom Credits are used for reporting purposes, reminders among other uses

Adding IP Addresses to your Office Whitelist

Select Office IP Whitelist from the Configuration Menu
To add an IP address, type it and click +Add
Note: Only the IP Addresses added to this section will access the program. Set this configuration incase use a Static IP Address or can set it up with the help of a local technician.

Creating Question Templates

Select Question Templates from the Configuration menu
To Add a Question select +Add
After adding the Question, decide whether it should be answered
To add an Answer, select +Add
Note: Questions may be for marketing purposes that prompts preparers to answer them before completing the returns.
Once done, click Save.

Creating Tags

Select Tags from the configuration menu
To add a Tag, click +Add
Note: To easily and quickly locate returns and other things like to leave notes, tags are used,
Once done, click Save

Creating Taxpayer Profiles

Select Taxpayer Profiles from the Configuration menu
To add Taxpayer Profiles click on +Add
Enter a Name and give the Profile a Description
Select the Tax Year
To find Forms that you want to add, locate the Tax Form (Lookup)
Note - In case you have a number of similar clients, you will need these profiles to efficiently prepare the tax returns. You can create a Taxpayer Profile that includes Forms 1099-R, SSA-1099, RRB-1099 amongst others when you want to create many returns for retired taxpayers. The Forms will be prompted by the program, saving you from having to jump locations.
Once done, click Save.