Name: Intuit ProSeries: Firm Administration & Set Up
Uploaded: 2025-10-15T20:18:06.327Z
Duration: 1 h 2 min 8 s
Description: Intuit ProSeries: Firm Administration & Set Up

Transcript for "Intuit ProSeries: Firm Administration & Set Up": Hello, everyone, and welcome to Intuit ProSeries webinar. This is firm administration and setup. I am Diana Crawford. I am a CPA. I've been a CPA for about thirty four years now. I like to help my clients with tax strategy. I consider myself a tax strategist, and I like to look towards the future, not just look towards the past. So planning helps with that. I served on Intuit's tax council for five years. I've presented at various professional organizations. And if I weren't here talking with you today about fund administration, I would much rather be in my garden or, best yet, at the beach. But we have some things to learn. So let's do a little housekeeping at first. This webcast will stream exclusively through your computer speakers. We do recommend using Chrome or Safari for your best experience. And if you would not use any VPN ad blocker or or firewalls such as McAfee or incognito mode, you're gonna get the best results. At the end of the event will be a survey. I ask that you complete that if at all possible. I'll tell you throughout this webinar, I'm a time junkie. I value my time. The less I have to work, the more I can enjoy the things I love. And so I wanna make sure that the webinars are well suited to your needs. And so if we can make them better, I'm always happy to do that. Now, as far as participation goes, participating in the polls, we have there will be some polls during the course of this webinar. And there's two ways to answer. One, it's gonna pop up in the middle of your screen. If you've been on any other, Goldcast webinars, you'll see that you can answer it there. But also on the right hand side between the chat and the and the q and a, you'll see the poll pop up. So you could either click on that poll or if you have the ability to answer it in the middle, just do either of those and that will record your answer in the polls. I'll give you some time to, answer those polls. But we want to move on as quickly as possible because I do try to get in just as much content as as possible. So a disclaimer that this session is educational in nature and should not be construed as tax advice. The information is believed to be accurate, but there is always recent legislations, it seems, that can change with, agency guidance. We don't have obligations to update you as attendees, so you wanna make sure that you're monitoring authoritative guidance for updates. And every client situation is, of course, unique. And so you would wanna carefully consider the facts and circumstances, before applying anything that we talk about, in the webinar today. Alright. So this webinar does qualify you for one CPE credit. If you would like to get that credit and make sure that you're interacting with the polling questions. And, also, you need to be present for at least fifteen minutes of the webinar today. Now your certificate will be emailed to you within about forty eight hours after the webinar. Sometimes you get it very quickly right away. Sometimes it takes just a little bit of time. So, wait for that. And then if you don't seem to get it, check your spam or your email. And if you do have questions right there in the document, you have, the URL where you can go to further follow-up on that CPP certificate. There is a documents tab. If you want to download a copy of these slides from today so that you can refer to them at a later point in time. Alright. So what are we gonna cover today? So the first thing is firm identifiers. So if you need to create identifiers for your firm to get set up for e filing and and area other items. We're gonna help you through that and also to know what your firm identification is within pro series as well. So we're gonna cover both of those. And then also preparer information. So a little bit about my practice. There are, we have two partners in our firm, myself and my partner, Teresa. And so we are both listed as preparers in ProSeries. So I'm gonna show you how to set that up. Now we have also acquired a couple of firms, and I always like to know when I see a return where that firm came from. So I can show you how to set up your preparers to know, potentially where those where those clients came from or keep track of it. Also, I'm gonna teach you how to manage and invite users. So if you do have other individuals who are working in your practice or assisting you and they're doing some of the input, how you can invite them so that they have access to your, software as well. And then also print settings. I hate to waste time. I hate to waste paper, toner, and whatnot. So we're gonna help you get your printer settings set exactly like you would like them so that you don't have to worry about, throwing away paper and also putting them in the right order because to me, that's very important too. We're gonna talk to you about client letters, and we're gonna talk about billing, and then how to do a home base view so that you customize the way your home base looks. But before we jump into that, let's do our first poll question. Really easy for you here. Just why are you attending today? Maybe you want the CPE. Maybe you just want to explore new solutions. I have been using ProSeries, my or or its predecessor, my entire professional career. I consider myself an old dog that cannot be taught new tricks or that doesn't want to learn new tricks. And so, you know, ProSeries is my software. And while I think I know it inside and out, I did I've learned a few new things this year where I watched other people presenting or talking about pro series or even in, doing research to put these webinars together. So maybe you will get some new solutions today. Maybe you found a specific problem and you like to get the answer to that. You just care for the CPE or something we didn't even mention. So you've had some time now to answer this poll question. So I'm gonna go ahead and close the poll and move on. And we're gonna get into our first subject. So that is from identifiers. So let's talk about what all these acronyms are. So one of the acronyms is your customer account number, and I'm gonna jump into ProSeries in just a minute so that I can, show you what some of the some of this information is. And you'll see where you can go in ProSeries to get your customer account number if you don't know where that is. Now, of course, your employee identification number, your EIN number, that's the number for your firm. So you would have gotten the EIN number when you applied to the IRS. It's on a CP five seventy five letter. But when you applied through an SS four, either online or on paper, and got your your identification number for your your firm. You're doing that, so you certainly know what this is. And then your PTIN number, your practitioner tax identification number. So you would have applied to the IRS. It's a number that you update periodically with the IRS, and it's your personal taxpayer tax identification number. And then your ERO PIN. So if you're an electronic filer, you must have made an application and for the ERO PIN. So I'm gonna talk to you about that and where to go, on the IRS website if you're still looking for that information or to get that information. So I'm gonna show you this here and then I'll jump into the product and show you. But you're gonna go to the tools menu. You can be inside or outside the the, an individual file. In fact, I'll stop my screen share of your slides and we're gonna go into ProSeries itself. And let me cancel this, and let me show you. Up here under tools and I go here a lot. So you so when I say tools options, this is what I'm talking about. Go to tools and go to options down here at the bottom. And right here is where you can click and get your customer account number. Not gonna click in in there and show you because then that gives you my customer account number. I thought it would do you any good, but but that's where you go find your ProSeries customer account number. Over the years, you may have gotten more than one account number, for various reasons. I know I have a couple. I don't use one, primarily, but, it's the main one similar ProSeries. So that is your your customer account number, And that's how you go to find it. Okay. I'm gonna stop here and go back into the slides just so that I can keep up with where we are. Okay. So now we're gonna talk about other firm identifiers. So I'm gonna show this information on the screen here so that, you can see what it is that we're talking about. So when we click on that customer identification number in ProSeries, this box in the middle of the screen is what comes up. And it says customer number, and it gives you your customer number there and the ZIP code. That's typically the two pieces of information that you need to see to be able to get information about ProSeries. And then in the upper right, you're gonna see what camps.intuit.com will show you about your access into ProSeries. So when I went in the upper right screen here that you see in your slide and went there, this is where it shows me what products I have and I signed up for. So this will tell you if you need to download it, all of the information about your, about the forms that you need to get prior years. So you get a new computer and you can't find your install files. This is the information that's gonna give you that there. Also, if you need to make changes to addresses, logging into campus.intuit.com is where you'll, of course, really log in and be able to do some information like that. And then also the information here is what populates into Pro Series. So as you can see on the right lower corner of the screen, this is my firm's information. So our legal address, names, and then information about, the different people that we have signed up or included in our program as preparers. And so each of us have in that bottom a section. Now, so the information at the top is the, is the firm, and you notice that's grayed out. If you need to change that, that's where you need to go into camps, which is what's at the top of the screen. The section the second section, which is, just normal color with the yellow tabs in it, that has our employer EIN. You know what that is. Our our telephone numbers, our firm email, if if someone wants to send an email just to someone in the firm or a specific person, and then who our ERO contact is and our, CAF number is there as well. Or our, I'm sorry, our customer account number. Then below that, we have each preparer. So in the very first box where you see the preparer and it says DAC, my initials, that's how we have it set up. So on each individual return that we go to, I will put in my code for the returns that I'm preparing DAC. My partner puts her initials on her returns. And so that way, it populates my name, how all my information is the one with my returns and her name and her information at the bottom of her returns. Now, like I said, we like to I like to be able to, just something that I do, know where a client was referred from from because we've acquired several firms. So I have also some set up that are just like one, two, three, four for preparers, and I have my signature a little bit different. So I know if it's that signature, then those clients will refer to me by ex, Marion, varies from red. Be sure to send birthday. So that's the information about, your firm there that you see within ProSeries plus if you want to go to campus. And so here's more of the detailed information there. These are the these are the items that you wanna go put in. Now when you have your electronic filing number, that's gonna be in the far right red arrow. That's the number that you need to put in there. So that's your your EFIN number there, and you're gonna have your, tax ID number. You wanna put your tab number on the bottom. So that if you're doing powers of attorney, all of this information is gonna populate on there. So if you're preparing powers of attorneys and you have to go in and type your tax number in every time, it's because you didn't put it in this box here. So if you'll go back and put that in your box, then it's populated when you go to create those, POAs at a later point in time. Now, let me tell you about the EFIN registration. So on the next screen, this is when you log in to Intuit and you have, your into a customer account number and you have your eFIN, there's one eFIN allowed per customer account number. If you do have a DBA, then it it must also appear on your on your eFIN application, And it's used as the firm and the name address in ProSeries. So you wanna make sure that you have all of that up to date. If you do move, you will have to update the address with the IRS, of course, in your eFIN registration and then also here in ProSeries as well. So what if you need any FID number? Well, here's the steps for that. So the first thing that you're gonna do is go to the so that's just why you wanna make sure you've downloaded these documents in case you ever need to know this in the future. I have always said that I will never ever ever ever move my practice, and I came close to moving this year. It didn't work out with the building that I wanted, some structural issues. But if you needed to make a change, this is where you gotta change it. So here's the step by steps. So irs.gov, you can see on the top back screen here, go to Tax Credits. You're gonna log in to your e services account. We all do that to check on POAs for clients. Then your eFile, provider services. And then you're going to go to the, eFile application. And so if you don't, you know, have to make any changes to this, then that's gonna basically be where you you get to. So on our next slide, here's a little bit more details on the accounts. So you're going to sign in or create create your new account. So this is if you already have the, ID. Me verification that takes you in really quickly. Then you select your organization if it's already there or you add one if it's not there. So if this is the first time you're in there doing this, you would go into your individual and you would say add. I already have one, so that's down at the bottom. I could go into there. And maybe I need to add a filing type. And if I did, then I would go into the, to the, company, the organization section and make updates. So once you've made your application and your eFIN is approved, then it will look like the bottom screen there. So this has our company's name, when it was last updated, what our application date was way back in 2004 when we started in the firm, the tracking number, what we've applied for, and and the information. So if you're not sure what your EFIN number is, you just don't remember it, this is where you go. Click on that. Go into all the detail there, and that will tell you what it is. It'll look something like this screen right here. So you wanna complete this application. You want to submit it. It says that it can take forty five days or more, and and that does certainly depend on what time of the year that you are applying. I had made an additional request not too long ago and it was done for a week. But, that could be very outside of the norm or just normal for this time of the year. I'm not sure. But, allow make sure you're allowing at least forty five days, prior to when you want to start you filing any kind of returns to get this information. Now if you are not a CPA, EA, or enrolled agent, then you must also submit fingerprints. So make sure that you have those done, so that you can make that submission to be able to get your your number. Alright. So that brings us to our second poll question. And that is what are the firm identifiers with the IRS? Is it your EIN number? Is it your PTIN number, your, preparer tax identification number, or your e r ERO PIN, which is the electronic return originator personal identification number? Or is it all of the above? So So we're gonna give you about thirty seconds to answer this poll question before we move on to the next exciting topic of the prepared information. I I've already alluded to some of this already, but, we'll go over some of the finer details. So if you can give us an answer there. Remember, we don't count off for, right or wrong answers. We just wanna know what your thoughts are. So go ahead and answer that. Alright. And we're gonna move on. If you can't find the full button, remember, it's between the chat and the the q and a on the right there. Okay. Alright. So let's talk about the PROPERA information. I made this bigger. So see where the white square is on your box on the right there. So that's where you can change this to have it be, say, a different number. So you can number these. You can give them, initials. You can make it really be whatever it is so that it's important to you. So for, one of the preparers that I took over, I still have his initials in there, but my information populates on his return. My partner and I split up some of our acquisitions. I kept some of the acquisitions. So, these numbers are different. But that's where you wanna make sure you put your information. And remember, you wanna put only the information that you necessarily want putting on the returns Because we now have PTINs, where back in the day, we all had to put our socials on the bottom of returns. And now all of that information was floating around out there. So now we have PTINs. So I don't fill in the Social Security box and that's not an issue, because you can have your p 10, printed on the return. So you can also choose what you want to have printed on the returns. Maybe the email addresses, the phone numbers, anything like that. And each person has their electronic filing, number. And so the ERO practitioner PIN needs to go beside each practitioner. As I mentioned, I have several preparers in here, so I have my same pen on each one of those. It's not a different pen. It's the same pen for each ERO pen that you have. And if you prepare any New York codes, then you can have an exception to having to apply for it and get a New York, taxpayer registration number. So if you do qualify being a CPA or EAD or whatever the other qualifications are, you can go ahead and put this so so that when you go to file New York State returns, you don't have to, go to each return and say why you are exempted from having the New York preparer, scam. Okay. So that was quick. That's the preparer information there. I think we've covered that pretty well. So now let's talk about managing and inviting users. So in our practice, we do use quite a few individuals to help with some of the data entry. My partner and I review in detail every return before it goes out, but we have some help with some of the basic information being input. So we want to give users access to help us with that. So as you can see here, if you go and this is one of those things too that I can't demonstrate this in product because it takes it into live data from my firm. So if you go into tools, and go as if you're going to options like I had said before, But you're gonna go to users and, I'm sorry. Users and assign rights down there at the bottom. It's highlighted in yellow. And then on the right, manage users. When you do that, a screen that looks like the bottom left is going to come up, and it will have every user that you have used to assign rights to in your pro series. I can tell you that I wanna make sure I do this if anybody else is gonna be in my pro series program because I need to make sure that I have, you know, found a way to limit what it is that anyone else has access to. And so that is the best way to do that is through, through those two through the options. First, activating that you're gonna use the right users and access rights and then having each user have their own login. You don't want people sharing logins. You wanna make sure that everyone has their own and that it's at their permission level. So you can re you can add them. All it is is their name and their email, and it sends them an email, and they accept it, and then they pick their own password. And then at any time, if you want to remove those users, you can see how, easy it is just to simply click on the remove and use the remove these as being users for your firm. So once you get your users, if you're gonna go into and and I said it before, campstudyingtoit.com, and, that's gonna take you to you can get to a screen that shows, who your users are. So manage users and then each of your users there, your email, and the role that you've assigned them. Now I'm gonna talk about roles here for a second because roles also plays into I know we're talking about pro series, but your primary admin role also plays into QuickBooks Online Accountant. So if you've ever wondered who do they mean by the primary admin, this is where you need to go to find what email address that you have selected as the primary admin. That's what what you need to know. So you can see here we have some set up as employees. You have some set up as training support. You have, whether they're active. And so if you need to change the level, not just delete them, which you could do on the prior screen, then you're gonna go here in here and edit. Maybe give them more permissions, get give them less permissions, whatever it is. And there's four types of levels that you can give any person access into your pro series. And that is admin level, billing admin, an employee, or a training support. And so, of course, training support doesn't have access, I don't believe, to that real detailed information. But your employees and billing admin other have different levels of roles that they have that they can access and and work with information within ProSeries. So this is how you manage and then invite, those users into into ProSeries. And, you know, I just think as a good practice to to go look, and if you haven't looked for a while to see who still has a login to your pro series, that might be something that you just do as a preparation for getting ready to setting up a new year. Or or it's something that you wanna make sure that you're checking every time you renew your software and you're going through the initial setup. And I I take the setup of my new pro series each year very seriously, and I'm gonna show you some of those things, in a few minutes about the pro settings and the letters and everything else. Because I am wanting to make sure that I have everything so that I don't have to do any extra work. Once I'm working in pro series, it's set up and ready to go. And number one here is just making sure that those who you want to have in your ProSeries are the ones that are in ProSeries. Okay. Next, we are gonna talk about print settings. So this is one of my, believe it or not, this is one of my favorite things to talk about because, I have specific things that I like to see, when I'm printing returns. And and we've given a lot of thought to how our returns print. In my old days as an auditor, you know, you used to do thousands, hundreds, or thousands of hours in work on an audit report, and it all comes down to giving them just that report. Same within a tax return. You spend all this time preparing the tax return and your end result is that tax return product. So to me, I wanna make sure that we're giving the best, potential product to our clients. So I'm going to jump in the product here so that I can demonstrate this live so you can follow along. Now if you print out your documents or you or looking at the slides, you'll know, some of this. But it's all in the going to the printer icon, the large one up to the left, and going to the Global Print Options. So that's right above the print functions is the global print options. And then you have the first one, which is control which forms print. So this tells you that you can change And I'll show you first up here. Look at all the different products. Now, time junky here. When I install my products, I install everything. I want every possible product that I might have to touch, including all the states load it. Does it take more space in my computer? Absolutely, but I don't care. I don't wanna have to go be in the middle of the return and, go download a state and update it and then, and then, you know, save the file, go out, waste my time, come back in, do it once, always updates, and and there you go. So you can see here that you have all your federal products, and then it starts with all the state products. So there's Alabama, Arizona, Arkansas, you know, singing about those states, and it keeps going. So you can control which forms you want to print for every product that you have installed on your system. And what is your level of control? So you'll see here that there's, what, about 10 folders. And so on those 10 folders within each one of those, it details out what is printed. Now I would highly recommend not changing any of the required government forms because if it's required, you wanna make sure that it's included. So I don't I don't mess with that. I don't mess with any of the government forms. What I do mess with is the state or the statements. And so these are like election forms. Of course, I want those to print if I've gone in and and said I want to print an election with the return that I want it to print. So these are all if used or if required. These are the statements. And then you have government forms that are not filed with the return. So this would be the estimated tax, vouchers, the $10.45 application for TENIF. Send it to free fund. You can see here what all of these are. So, for example, do you want a power of attorney to print with the tax returns? Maybe not. Maybe not with the filing copy. It was not already set to say number. But maybe you don't want it saved with the client copy either. But if you're doing a preparer copy, you do. Again, personal preference, but give it thought, make this change here so when it prints, you don't have to go to each return and change what prints. And I'll show you how to do that too in case you ever do wanna do that. And, occasionally, I don't want to. Depreciation reports. Please print these. Please include these give these to your cart. Certainly, that's helped them along the way. If they need those depreciation reports or some of my clients just like to look at them or they say, what did we take? If someone else needs them, they're included. So please include the, depreciation reports. So how would you do that? We primarily print the client copy for our clients. So you would just say here, if used. If there's a depreciation schedule, please include it. And that's what we do. And so this is on the ten forty. So this would be for the schedule c, Here it is for the schedule e if they have a form and all of these others. You just go go down and change that to if used. Now what happens if you have you're a little over overzealous and you go through and you make all these changes and and then you say, oh my gosh. What did I do? This is not printing at all. I I really meant for it to you. You can always go back and restore the default settings that were there from the very beginning And and then start over and go back. And so you can, you can save this, but then go back and forth. So some of the other things and I get tax returns from clients sometimes and, you know, they have a relatively simple return, but there's 60 pages of a printout. And that's because all these supporting schedules are included. And sometimes those are very helpful. Sometimes they are not helpful at all. And so that's your prerogative as to whether you want to include all of the worksheets and what you give to your clients or not. Personal preference there. So here's some of the, an example of some of those that you can decide to or not include those statements when you print. Alright. So let me go back here. So you see those were the W-two worksheets and you can keep going on down. You've got e file. You've got reports and summaries. One of my favorite is the two year comparison. So you can see if there's any data I'm going to provide up to my client. Because when they say, what? This year was exactly the same as last year. I can really quickly point to that. I know it's already in their return and say, well, actually, you made $40,000 in '1 and 2000 less without. That's where your your, your difference comes from. So this is again, this is that was just on the October. You could also go do this on, say, your 11/20 s and the same thing. Then you can go into your depreciation reports and you can, you can include these. Like, our sense, if there's any data, please print them and include, so that the clients have these when when we provide them with the return. And there's other, like, the basis reports. I'll go ahead and change that because I would always want basis reports to go to our our clients. We might not we might do their business return, but not necessarily do their individual touch return. And so this just helps me save time. It helps save my staff's time. No one has to follow-up and ask for this. Just give them everything they need. I I firmly believe that. And you can gauge that based on what your ideals are for, for your clients. So then the next thing is so that was control which forms print. Okay? The next thing I wanna talk about is changing the order of when where things print. So that's the second item here. And so I'll give you a for example, and this may or may not be a real life situation. I'm telling myself here. If you wanted to, let's say, not have the estimated tax vouchers be the first thing that prints in a tax return as it is with our example 2024 tax return that says here. You could take those vouchers and say, I don't know, move them to the end of the return. So it's not the first thing the client sees. So they're like, oh, great. I get to pay my taxes in four installments. And you've had those conversations with your clients, I'm sure. So you can move these. You can move these to print later on in the return. You could you could also tell in your forms to have the ES worksheet print and then have each of the vouchers print. Just an idea. So you take this and you say move it down. So as you can see, that's moving down, and I can just keep it going until I'm all the way at the end of the return. And that would and and you even have move to the bottom. So that's that's what I think about, some of those estimated tax vouchers. I just want it to print that way. Doesn't mean I'm taking it out. It's just where I want it to print. And if you assemble returns and give your clients paper copies, then know that these would all print at the end and very easily you could pull them off, you know, put them however separately you you do to give your clients. And it would make to me, it makes, assembling a tax return if you're doing paper copies easier. We still do a few for some of our select clients that really, really want them. Some people don't do any, and that's fine too. But it does also affect how the printed copy, if you're putting it to a management, you know, like a portal service, how it prints. Slip sheets, we don't use much anymore. That's for stuffing in the envelope. And remember, you can change this on the filing copy, on the client copy, and on the preparer copy. So this is a lot of work, but it's very important to me at the beginning of the year that I go put this exactly how I wanna see it and how my I want my clients to be how I want it presented to my clients, whether in paper form or most importantly, in electronic form. So what they see first. Alright. So that's that's about what forms print. Alright. And then also we're gonna say, here's our general printing. So if you have one of those printers that prints from the bottom up, you can reverse print order. That's the first one. If you always want page two of a document to print, so, like, ten forty, that's page one, page two. If you want that to always print, you can click yes. If you want the pay preparer ID only printed on a filing copy, not on a client copy, you'd have that as an option. You can also display your print log. You can you notice that mine's turned off. So I have a printer right beside me. If I'm printing something, it prints right there. I'm not going to a, two wheeler old printer and having to find my print. So I don't need a display lock to tell me, hey. That just printed. I know. I don't wanna have to go click and say thank you. So I unclick this and it prints. And I I I'm appreciative of that when it's on my printer. Then also though, if there's an error when printing, I want that. I just don't wanna log every single time the print is successful. Print copy using desktop fonts. I have this turned off. Personally, I think this one and the next one about using darker fonts, slows down your printing and the forms don't print well, for the printer that I use. But that's a personal preference. You know, one day, go click those boxes, see how it looks, and maybe you'll decide if you want to use those. That's your your choice. And advanced options about using Adobe Reader, If you always want to print using the Adobe Reader so what that means is when you print something, it first prints it to Adobe, and then you have to print from Adobe. Some people like that because it means that you print there. Oh, that wasn't what I meant to print. Cancel that. Let me go back to print again. Or if your printing process takes a very long time, I can tell you that printing to Adobe first speeds that up. So I this is what I actually do. I don't know why it's not checked, but, I guess because I always say print to PDF and then I print from the PDF and I could put this here and save myself that clip. So if you always want the PDF, the Adobe to print it and then you print from a PDF, you can select that as an option. And then, of course, there's the graphics and the images. I don't click these because it just it works the way it does for me. So that's how I leave that. Now if you do print organizers for your client, whether that be, to a portal service or print in paper, what do you want it to include? Do you want it to include the supporting statements, the smart worksheets, the reminder notes, the overrides. The reminder notes and overrides, I take as from me. So I don't include those in the organizer. But you might want to include smart worksheets. Again, your preference. But know that you have a choice. So now that you've got the option, make sure that you're going to make a selection. And then you have the print with return. So if you want the reminders to print, if you want the client presentation to present. So if that's something that you do for all of your clients, the client presentation, if you've never seen it, go take a look at it. It's very, to me, it's very helpful, informative. I don't necessarily do it for every client every year, but I do do it some. If you're gonna use ProSeries to bill your clients, you can also have it print the invoice. And you can set that up to always print from within these diagnostic from within this, print with return option screen. And then you can have diagnostics print. So if there's overrides, and I hate low overrides because I'm always worried, concerned that if I'm overwriting something, there's a trip a ripple effect that is might not have something to be calculated the correct way. So I'm not a fan of of overrides. But if there are any, I certainly want to know it, and make sure that I've made the cog conscious decision that that's what I want to do. Okay. Then let's talk about the client letters because we're gonna go into that in a little more detail once we're done talking about all the printer setup. And that is, look at all the different letters that you can have that are gonna be going to that you can have set up to print automatically with with each of your returns. You can have the standard client letter, the engagement letter, and and look here. Remember, you've always got all of these different things. So if you go down to your organizer, remember that you can print an an engagement letter. You can you can do a specific client engagement letter. You can do a standard client letter. So for each one of these, let's say your eleven twenty S and the recipient letter for the K-1s, you can have those print too. Privacy statements. So all of these, you get to first go in and format, cover that in a minute, and then go select what you want to have printed, with the returns that you're doing. So, you know, when I talk about being a time junky, well, this takes some time to set up, but after that, it just works and you don't have to keep going back and and making changes. And remember, you will have to go to each one of those. So these are all the products that I have. I have the, full, ProSeries network version, and that gets you, into these each one of these. Okay. So then the last one is just your basic printer setup. So where are you printing to? Do you always want to password protect your returns? And, you know, there's a standard convention for what that, password is. I don't overwrite my existing files, so I keep what I had there before and then put a new one there. And then, just a just a thought, I'll say if you generally print to PDF, we have a a shared network drive, but I print mine to a different location. So that if I ever need to go back and see, well, what return did I print for a client? I've I've got a separate location that it goes to. But it also does go right to our document management client portal system as well. So if you use that, here's where you go to set that up so that when your client you're you're saying print to the document manage system, this is set up and it's ready to go. And, boy, we certainly do love that. Okay. So that was that was print sharing. So, in all the different ways that you can change those printer settings and know that those are all all over the place. Alright. We've covered all of those. So now we're gonna talk about the client letters, and then we're also gonna talk about billing. So let first, let's talk about the client letters. So to to get into the client letters let me go right back in here. So again, tools, and then you've got letters. So that's right here. And so we're gonna manage our standard letters. So where we just were saying, print the standard letters, we're gonna go in and manage that standard letter. So we're going to go into edit it. Now very important, I had a very, helpful employee one year go in and make all these very nice changes to our standard client client letter. Unfortunately, all the information that we needed and wanted to print out our standard client letter wasn't there. And we couldn't figure out how to put it back there once it had been removed. So if you make a lot of changes and it doesn't work out the way you want it to, we're still it works really well. So otherwise, we're gonna go into this edit client letter, and it's gonna bring up this vast screen. Now we don't we use our our letterhead and ours, so we have that already, there. But what I wanna do is close this and bring up, as in the detail about the the letter codes. So once you are in here and you're making changes to your letter, what you need to know the most about are these letter codes. So you'll see that there's federal codes and then there's, the state codes. There's paragraphs and there's salutations. So you can see here how there's, like, a balance due paragraph. But when you get back into the federal codes, you can see here that these are each of the individual line items. So you can see here that each one of these is one of these codes over here on on this side. And, you know, this this goes on for pages. And so you would you'll get familiar with what these are. If you are looking for something that, of course, this is what you normally are gonna do, you're gonna pull up the letter and say, oh, I don't want that. I want something that does something different, and go get your codes and then add those into the letter. You can also move these paragraphs around if you want them different. And then once you have your state letter here, then you begin your state text. You can see right here in the middle of this letter that we have pulled up. And then you're gonna go over to your state codes. And so keep in mind, I told you I have every state, included. So you could minimize Alabama, and I am in Georgia if you haven't picked that up from my exit yet. And so I can close all these till I get down to my Georgia codes. And so, obviously, these are gonna be the generic codes, but if you wanted to do something that was specific for a state, then you could put that into your specific state code. So there's state codes, state paragraphs, federal codes, federal paragraphs. And like I said, there's a refresh. So if you get too involved and get too much in there, you can always go back and and make that change and fix that. And then if you if you work on this and think, I wonder how that looks. This letter with the looking glass icon at the top, if you click on that, that's gonna say, okay. This is how this letter looks to the client now. Is this how you want it? And so yes or no, you can print it. You can go to the next page. You can close it, go back, make more changes. And then, of course, once you're done, just make sure you do a save. One of the other things I'll tell you about this really quick is the print the page setup. So file, page setup. And what this does is allows you to change the margins because I like to try to get my letters all on one page. Save paper, save time, save time. And so I change these margins to be a little bit different than what they come as standard. So if I change these, then that means when I go look at this letter, then it's probably going to all fit on one page. Still won't get the signature, but I'll I'll move it around till it does. So that's how you make the changes and then save on the client letter. And as I'm just gonna x out of here. Not gonna make any changes. As I mentioned, you you've got every letter. So you've got client letter. You've got the amended letter. You've got a k one letter. So then you would wanna be in either the 1120 House or the, 1065 to make changes to those, letters as well. Alright. So next we're going to talk about billing. So you can bill from right within the pro series. And I know a lot of practitioners who do this. So, again, we're gonna go to tools and billing, and then you're gonna set up your billing options. So, also, just so you know, I wanted I I did a project a couple years ago where I wanted to know how many of my because we bill outside of pro series, but how many of my clients were more simple clients and how many were, more, sophisticated, detailed tax returns. So I set up billing rates for the different forms and let an invoice generate but not print to the client. And it told me my, but based on how it scored it, told me the complexity of clients. Just an idea. So if you wanna put in a flat description and rate for your tax preparations, you can put that here. If you have a Georgia return here, you can also do hourly rates, and there is a timer that you can use. So however you want to bill, you could do this so that all of your billing is within pro series. And this is under tools, options, global billings, where you set all of this up. So I had said, let me do a, per form charge. So if the client had the form in their return, then there would be a charge performed. And then you go and put what those charges are. Discounts, sales tax if you have to do it, and then a standard paragraph. So that's how you set all this up. And as I mentioned, there's also the billing clock. So see it's control b or right here, and it pops up this box. And it tells you how long you've been in this client. So you make sure that you are turning this off and on when you're in this particular client. But there you have a billing clock that'll just keep running. Okay. And then you would also put in your rates perform and that's gonna be also just in this billing. You go to billing here and you're gonna set up the rates perform. That's where you go do that right there. Okay. So there's your there's your setup. You save it, and there you go. Billing all done for you. Okay. Now we're gonna go to our last topic. Let me get you caught up on our slides with where we are. We need to get our print settings. Oops. Sorry. Now now we're gonna talk about the home base view. So as you can see, I have a bunch of home base views that I have added to my pro series. So I wanna know my ten forty clients that owe. I wanna owe, but it's in a review status. So this is when I get close to doing the extensions at the beginning of the year. There was some project I was doing where I wanted to know the individuals and what their street addresses were. I wanted to know the organizers. I wanted to know I can't remember what the last one was. So I went and did home based views set up so that I had exactly what I wanted to see in my home base. So how do you do that? Well, first of all, you go into the home base and you change the view. And I'm gonna make sure I just got my examples up. So you you go to add edit custom views. So once you're in Homebase, that's gonna be the key to making sure that you can add and edit your Homebase views. And so once you do that, you can pick all of the different things that you want to add. So if we go to the next slide, we can see here are some of the things that you can say. So on the right hand side, I I wanted everyone who owns. So I'm gonna go down and pick what fields I want on this home base. So this one only had about 12 different, fields, and I select what that is. Then when I go and and couple this home base view with a query, I have a very specific small population of clients that I wanna see. And if you want to, you can throw that out to Excel. Warnings, you know, it does include private information if you if you have that. But, you know, this helps me, like I said, monitor my extensions or monitor clients that I still need something for or for whatever reason. And so these home based views also carry forward to the next year's program. So once I have all of these set up, I don't have to worry about, you know, constantly going back and setting them up, setting them up. You select the fields that you want on that view. And as as I showed you on this slide, you can have all these different views under each of the different types of products, or types of returns. So under the individuals, under the ten sixty five, under the, S corporations. So, you know, set it up and and make sure that you use it however it is that you want to see that information. And if you want to, change that home base, right in the upper left corner is the gear icon. That gear icon is what will get you to the place where you can make changes to those home based views. And once you make the changes, you just save it right here. And that saves your home based view. It's there. It's wonderful. And to me, it saves time, which is what I'm always looking. Alright. For our last poll question, would you like a personal, personalized sales demo or consultation? So if you are here to learn more about the product before you buy, then you can let us know in this poll that you'd like a sales specialist to contact you. So, yes, please contact me. If you're already a user of the product, you can say no, not at this time. That's not a difficult poll question to answer. So I'll just give you a short time to answer that poll question. But I also know that if you would like CPE, we would want to, answer this poll question. So give me about twenty more seconds, and then we're gonna move on and wrap up. I know we covered a lot today. I hope the information was helpful. Remember, download the documents, the slides so that you can refer back to them. You could always replay this webinar at a later point in time. I'm gonna go ahead and close the poll now. And so we covered all the firm identifiers, even told you how to go register and showed you the IRS screenshots. So, hopefully, that was really helpful for you if you're just getting set up and getting started. How you can manage your users, check them, make sure that who the user is who you want it to be. And then also then saving time, paper toner, getting your printer settings and your client letters set up exactly like you want them to. And then two, your home based views. So you don't spend a lot of time looking for clients. I have, you know, a few thousand clients, and so getting those home based views exactly like I want them to, Center lines, one of my partners, we can separate that through that home based view. Really, really save time and makes things more accurate for us. So hopefully we met all of your objectives today for what we set out to recover. Do you remember that right after the end of this webinar, there is a survey link. I appreciate any feedback. So if I'm recording these webinars in the future, I can make better content for you. And also save the handouts because there is some information that we while we did show in program, most everything was in captured in the handouts as well. If you are looking for more training and resources, I'll point you to our education center. So there are more live webinars, and there's also recorded webinars. If you just want some information and not necessarily the CPE, you can always go back to the recorded webinars. Intuit has virtual conferences, self paced modules, important articles. I'll also mention too, if you don't know it, in the upper right hand corner of ProSeries, there's videos. That's great content as well to give you more training, in ProSeries. There's also your Tax Pro Center. So you can take a look at there. You can download the documents. You'll have the URLs just to be able to click and go right into those. You also have your support and community. So you've got your Intuit accountant support. I'm occasionally in there looking for information and also providing information. And you can explore the community. Maybe you find answers to questions that you didn't even know that you had. So just wanted to say, thank you very much for attending today. Remember that your CPE certificates will be emailed to you within twenty four hours, And your CE, if it's applicable, will be reported to the IRS under your PTIN within seven days of completing. Really do appreciate you taking your valuable time to to spend it with us today and hoping that you learn something new. Thank you so much.