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How to Enable or Disable Ancillary Products Auto-Adding to All Tax Returns

Thu, Oct 28, 2021  Ancillary Products / Services, Billing / Fees, Billing Setup, Desktop Program
 

How to Enable or Disable Audit Pro-Protection Plus/iProtect Adding to All Tax Returns

Current versions 1040 Software setup options

  1. Select Setup from the main options on the WIP (Work in Progress)
  2. Navigate to Billing Setup
  3. Verify the correct Billing Scheme is active
  4. Click on the Custom Settings Tab
  5. Input checkmarks on desired Ancillary Products by clicking in the box set
  6. Click the OK button to save changes

    Note: To apply the updated billing scheme to an existing or current return, press CTRL+U while in the return.

Older versions 1040 Software setup options
  Auto Add checkmark can be found on the General Tab

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