How to Remove Ancillary Products From Auto Adding to a Return

Removing Protection Plus/iProtect/Forever Good Credit/CADR

  1. Choose Setup from the Work in Progress
  2. Select Billing Setup
  3. Verify the correct billing scheme is selected
  4. Navigate to the Custom Settings tab
  5. Click the check marks to remove them in the Auto Add Financials and the Auto Add Non-Financials columns to disable this.
  6. Pressing the OK button will save changes.


NOTE: The partner must manually remove these forms from returns created prior to making the configuration changes below. Removals are done by right clicking the form in the attached forms list.





Article ID: 354
Created: Tue, Aug 30, 2016
Last Updated: Mon, Jul 26, 2021

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