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JasonBarney
Level 2
January 15, 2026
New

Global Settings

Related products:ProConnect
  • January 15, 2026
  • 2 replies
  • 5 views

We need several global settings: force Sch-A, Sch-B, 8949, print ALL CAPS/Mixed Case, etc. I'm sure there are more, but this is my starting point.

    2 replies

    J
    JasonBarneyAuthor
    Level 2
    January 15, 2026

    Also need to include global settings for calculate penalties and interest, not just return by return. Very inefficient and risky if overlooked.

    K
    KenGreenberg
    Level 4
    March 4, 2026

    I'd like to see preferences that include:

     

    • mark return for today's date as PIN [eliminate the critical error on every return]
    • mark ERO agreed for NY returns [same]
    • set which Docusign forms will be checked
    • mark address and license reviewed
    • mark to copy Social Security tips to tips deduction field

    I'm sure there are more...

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