Name: Intuit ProSeries: Firm Administration and Set Up
Uploaded: 2025-11-17T18:18:03.322Z
Duration: 1 h 2 min 8 s
Description: Intuit ProSeries: Firm Administration and Set Up

Transcript for "Intuit ProSeries: Firm Administration and Set Up": Welcome to Intuit ProSeries webinar. This is firm administration and setup. I am going to be your moderator today. I am Diana Crawford. I am a CPA. I've been a CPA a little over thirty four years now. I am a tax strategist. I love helping clients plan for the future and build legacies, and we do that through the proper forward planning, not looking back. I served on Intuit's tax council for a little over five years, and I've presented at various conferences in the last couple of years. If I wasn't here with you today, I'd either like to be out in my garden or at the beach, but we have things to learn about ProSeries. So let's do a little housekeeping. These webcasts will stream exclusively through your computer speakers. We recommend that you use Chrome or Safari for the best experience. Please don't use any VPN, ad blockers, or firewalls, and incognito mode doesn't work very well. There is a survey as immediately following the conclusion of this webinar. You'll learn that I'm a time junkie, and I really wanna make sure that we're using your time as valuably as possible. So the answering the survey and giving us that feedback will help us do that. Your feedback is valuable and greatly appreciated. Now today's webinar does qualify for one hour of CPE. You'll have four interactive polling questions throughout the webinar. To receive credit, you must answer at least three and be in attendance for a minimum of fifteen minutes. So while you only have to answer three polling questions, we do appreciate it if you answer all four. Only the live webinars are eligible for credit, but you can review these webinars at a later time. Now your course certificates are emailed to you to the link you used to get into this webinar today. The certificates will be sent, within about forty eight hours. Make sure you check your spam and junk mail because sometimes they end up there. And if you have any questions, you'll see the email there. This document slideshow is in your documents to in the right panel, so you might wanna download that, to be able to refer to you later. So participating in the polls, you've probably done this before, but you'll see that there's two ways to answer poll questions. They pop up. You can insert them in the middle of the screen. Just make sure that you click on the bottom of the button at the bottom that says response submitted. Or, you'll see over on the right, there's a poll tab. You can click on poll tab and submit your answer that way as well. A disclaimer. The session is educational in nature and not should not be construed as tax advice. Information presented is believed to be accurate, but based on very recent legislation, that might change, your with agency guidance. We will we do not have an obligation to update attendees, but we encourage you to monitor any authoritative guidance for any updates that may occur. And every client situation is unique, and tax professionals should carefully consider the facts and circumstances of each client before applying any specific tax laws. So here is what we'll cover today. We're gonna talk about how you set firm identifiers, and we're talking gonna talk about your EFIN registration if you haven't done that. We're gonna talk about how to fill out your preparer information. This is also particularly important if you're, say, adding in your current year program new program for the year. I need to update that. How you manage and invite users, how you set your printer savings to save you the most time, paper, and, energy. And then also client letters and billings. I am, very much a thorough client letter update person. And then also just how to make your home base view work for you. Alright. We're a best agenda, And so let's get started. Oh, we're gonna start with the first poll. So what is your primary reason for attending the webinar today? It could just be that you need CPE. So that would be answer one. You're gonna explore new solutions. Just learn something you haven't learned before. Solve a particular problem. Just general interest education like I am. I'll always listen to something so that I can learn more. And then maybe it's just something else. As you can see, there's no right or wrong answer here. This is just measuring whether you're attending our first poll. And so I'll give you about five more seconds to answer that, and then I will move on to the slide and we will get started. Alright. Here we go. To the firm identifiers. So what are firm identifiers? They are the numbers that you must have within your product and you must have obtained so that you can electronically file, and per and be registered with the IRS. Those are your customer account number. That's the account number that you have with, ProSeries. Then there's the employee identification number, your EIN number. That's the number that you have for your firm. And then next is your preparer tax identification number. If you haven't already, that is a number that you would be updating about this time, or, you know, depending. You wanna make sure you do it before the end of the year, updating your p t I PTN number as it's commonly called. And then your electronic return originator personal identification number or ARO PIN, which is the numeric representation of your preparer signature on the eight eight seventy nine form. So how do we get to all of these? So here's an illustration of where you will go in ProSeries to find your customer identific customer account number. So you can either go to tools and options, and this you can do outside or inside of the home base or inside of the tax return. And once you go to the tool, you will see under options, which is at the very bottom. And over on the right hand side, kind of towards the bottom of the screen, you'll see where it says customer information number. Notice I didn't look in there or you would be getting my customer information number because when you're in your ProSeries product, that has your customer information number. If you ever have a reason to contact ProSeries about your product, your customer account number is or customer customer information number, account number is saying, is what you're going to need to know. Now what's another way to get that? Camps.intuit..com is another way that you can go and find your, customer account number. But that right there will give it to you inside of the product. Okay. So what happens when we click inside here? As you can see on the screen here in the middle, it's the customer information and also give you what the sold to ZIP code is. So that's the key factors of information that you need to make changes, to information. Now in the upper right hand screen of this, slide, this is what happens when you log in to your Intuit account online and, are looking around and going to your ProSeries product. So in this particular one, I have not downloaded my Nextyear product, although I was able to accomplish that today. So, anything that, you need to know about, what products are available, what their status is to download them, this is where you'll go to look at that, and you'll see current year, prior years, and be able to, to get that information. Now in the bottom right, when you go into your options menu and you go to your, electronic return originator information, you will see this data. Now very, very important. This is the information that allows you to transmit your returns electronically and have them, be approved and authorized, for electronic filing. So this information you should get, and I'm gonna talk about where to go to get it if you don't have it, later in the webinar. But this is the information that you've gotten, from the IRS, at such time as you registered for your identifier numbers firm identifier numbers. And if you need to make changes to addresses, this is the information that populates to ProSeries. So notice the box in the top where you can see my firm's information. So that is the address that's going to be all on all of your tax returns. Now if you have any, any issues with this, you'll want to contact ProSeries or if you go to in the online Intuit, that will give you also the ability to make some of those changes. Others, you'll need to contact ProSeries directly for. So here you see the firm identifiers. This is where the employee and I'm sorry. Employer ID number is. This is your federal number. Then you have your ESID number. Again, I'm gonna show you how to go on, step by step, how to go in the IRS and get your eFIN number or apply for it, actually, if you don't have it. And then, also, the p 10 number is something that you'll apply for too. Now all of this gets filled out and put into this firm preparer information. Now in my firm, we have multiple preparers that sign returns. So if you notice that it says under preparer code, it has my initials. And so my initials drive what gets put as far as the actual preparer's name and PTIN number at the bottom of each return. So if you have multiple preparers and you need to have separate preparer names and at the bottom of the returns second page of the returns, this is where you'll go and fill them in. So if you don't have that or if you just wanna track your clients so, I've acquired a couple of firms in the last couple years, and I know where a client came from by how I have their signature, on their return. So I use a couple of ways, like, their their client number, the signature, and, of course, we have it tracked in our, billing and collection system. But it's just a real quick easy way to have all that information be tracked just from, how the signature is. So this is where you're gonna go to update that information within ProSeries. Alright. Now the eFED registration, there is only one eFED number per customer number, meaning, an Intuit customer number. And so the DBA and address as it appears on the eFIN application is what must be used by the firm, as a firm name and address. So if that is needs to be updated, then that's something that you need to make sure that you're updating with the IRS, so that that information, will be accepted when you are attempting to efile any tax returns. Alright. So I'm told you I was gonna tell you about how to go and apply for your EFIN number. So you have the ability to download these documents, as I mentioned before. And so you've got the URL here that will take you to a help guide for applying for these numbers. So if you work, from the top screen down, irs.gov tax pro is on the upper right. On the next screen, you'll see eservices. So you wanna select the first one on the left. The next is e file provider services, and then you want to, go to your account application. Once you do that, we're taking you all the way through the process, then you're gonna go to sign in or create a new account. So this is the account that you have already established with the IRS in in all likelihood, and you would select your organization. So, again, you're gonna walk through this process, and you will have an application where you have a lot of, you know, of course, questions that you'll fill out information that you'll provide. And once you have completed that, you will see kind of down at the bottom how mine is, that it has our company name and then it has all of the information about, our eFEN registration. So walking through this process, if you don't yet have an eFAL number an eFEN number, this is how you get there. And, again, I've pointed you to the self help guide in case you didn't have, you know, just have questions about what you fill out. The next, screen that I'm showing now, once your application is completed and you've submitted it, it will show that your, that your, application is under review. They say it can take forty five days or more. And if you're not a CPA, an EA, or an enrolled agent, you must, submit fingerprints as well. And so they'll walk you through the process, during this, application process. So that's from start to finish. If you, if you only have your EIN number, then you need to work on your PTEN number, and you need to work on your EFIN number if your if your firm has not previously obtained one, and you need to get one so that you can start electronically filing your returns. Alright. I did you your eFEN registration. So it's time for our next poll. So what are the firm identifiers with the IRS? So remember this is firm identifiers. Is it the employee ident employee identification number? Is it the preparer tax identification number? Is it the ERO PIN? Or is it all of the above? Now you're just here to answer this poll because it registers your attendance, but I will tell you, when we conclude the poll what the correct answer is. But remember, we're looking for firm identifiers, on this particular question poll question. So go ahead and make sure you mark your answers, especially if you are looking for CPE. Some of us need that if you're, registered, licensed, an EA, or just want to get the c CPE certificates. Alright. About five more seconds to answer the poll. Alright. So the first one says employee identification, which which is not correct. The second one is PTIN. That's a personal number. So it's really the third one, the e r o PIN that is a firm identifier, but you could get away with all of the above as well. So we won't take any points off, for how you answered that. Alright. So talking about the preparer information, I mentioned this before. You can use initials. You can use numbers. You can use letters. There's no requirement, so use whatever you you choose there and and put that information in. But it does identify who is preparing and signing the return. So their information, name, phone number, email, CAF number for powers of attorney. So you wanna make sure you put this in and it's correct in this section so that when you prepare twenty eight forty eights or seven, or, all twenty eight forty eights, that that brings over the proper task number for the preparer that you put on the return. So the name and the email are required, and you wanna make sure that you you enter everything. And that's the ERO pin, the PTIN, and the state identifiers. So in some cases, some states have their own identifying numbers. And so if that's the case and you do work, let's say, for example, in New York, then you want to either enter your tax preparer registration number or if you wanna go ahead and enter the exemption code because you do do some some returns in that state, but you are not required to get the, identification number because of the number or your qualifications. And then go you can go ahead and enter this here. And, again, it's just to save you time later, and and I am all about that. So go I go ahead and fill out this information as much as I can. Alright. So next, I wanna talk about kind of in line with this is managing and inviting users. So we have a staff of 14 in my office, and so we have various individuals who do, various, operations, with the returns. And so we have set up each person with their own user information because, I want everyone logging in. And we have different permissions or we have passwords for different files. And so I wanna make sure that they're logging in and and that those permissions and passwords follow through with what they have, access to. So as you can see here, this is gonna be on you're gonna be on home base. You're gonna go to your tools menu. And instead of going to the very bottom to the options, it's one above where you see the user and access rights. And so once you pop in there, you're gonna see manage users below, and you're gonna have a list of names, a list of email addresses, and then an action where you can remove, these individuals. Now you also have the ability on the Intuit accounts accountants website to add and and remove these users as well. And this is also going to give you the ability to set the levels. So you'll you're you're probably used to seeing this in the QuickBooks Online Accountants where you have the different, users and the different levels. I could just tell you that throughout the Intuit ecosystem, you want to know who your primary admin is. There's just a few things here and there that only the primary admin can do. And so going to, you know, proseries.intuit.com, will get you to this, area where you're looking at the users. And so you'll be able to see who exactly has what level of permission. And if you need to change that permission, here is where you can go in and make those changes, to each one of these areas. Now remember that you have first name, last name, email address is what you're required to do. And the different levels that you would have for accessing the pro series is an admin level, a billing admin, an employee, and a training support. We use the admin and the employee. We don't really much use the billing admin, and we haven't yet used training support, but there's, there's still time for that. So that will get you into and, you know, it's a great idea, I think, when you're getting ready to set up, say say a new year, to go in and make sure that you haven't forgotten to take someone out of having access in the to ProSeries, or just all of your Intuit accounts, that that you just maybe haven't overlooked in the past. Alright. So here is our next topic, and this next topic is printer settings. And this is just one of those that I love. And I love that because, this is what I can can save a lot of time doing. So I'm gonna leave this screen, and we're gonna go jump in the product, because that is how it is best, to me, it consumes in in how we're gonna look at this. So this is what this is what I'm trying the point I'm trying to get across here is I'm I told you I'm a time junkie. So when I go to print a client's tax return, I am very particular about how the tax return is printed. So if you're looking at the slides in your deck, you can see over on the right hand side that it looks, something like this. So let me walk you through what we have here. This is where you can control what forms print when you print each of the three options of the filing copy, of the client copy, and the preparer copy. So if, per se, I I typically this is just me and everyone's different. I give my clients the client copy. I don't give them the filing copy per se. I give them the client copy because I can add things to it. The filing copy is what if they had to mail it to the IRS, what should be mailed to the IRS as the filing copy. So I go look at, what do we have? Well, I'm not gonna mess with any government forms that are required to be sent to, the government when a return is filed. And so I pretty much skip over that section. But then what I go to is the statements. So these are the statements that do get filed with the return. Yeah. Pretty much gonna leave those as they are as well. And then there's the government forms. So these are the, estimated tax vouchers. These are the, $10.45. Not used as much as it is it used to be, but here's the let's say that's the power of attorney, change in accounting method, all these other forms. And, you know, if a lot of times, these are only populated if they're required or if there's any data in them, so I may not even need to to mess with it. Now we get down to the meat and potatoes, depreciation schedules. Oh, I beg and implore you to please include the depreciation schedules with your clients' returns. So I say I have it set so that if there is assets and it's used, then the depreciation, is going to print with my, with my returns. I'm gonna give all that information, make sure that the client has it. And so you go down and pick. Now here's what you've got as options. If required, if there's any data, if it's used, always and never. Some of them you can do always and never, some you don't. But, like, I don't wanna print the asset life history for my cards and drugs worksheets. Don't need that. I don't think my client needs that. So I don't have those print. So but this goes. And and notice up here, we've got the the individual return, and then we've got the organizer, and then we've got the ten forty n r, and then the estates, and then the partnerships, and then the corporations. So this is for every type of tax return that you can prepare. And not only is it for every type of federal tax return that you can prepare, but every state is here too. So, you know, I used to say it was a great way to save paper, but but, you know, you know, logistically, not many of us are printing returns to actual paper anymore, perhaps. But who also wants a great big, data file of unnecessary or unwanted worksheets to be included with return. But if you do like providing your clients with certain worksheets but maybe not others, this is where you go to add them or subtract them. And this is you can add and subtract it as the default. And I had a person get a little carried away with this once and took away a few too many returns or or things to print that I wanted. So I just went back here to the bottom right, restored my defaults, and then started over again. So you've got unlimited options, really, of what you're gonna pick here as what's going to be, printed or in you know, included when you're printing a copy. So, I think it's it's worth my time to go through this and take out and add in what I, have my clients see. And just as an example, you see down here on the other, the schedule a. So, you know, if you're if you're like I am, you've got some clients where the information for schedule a ends up on their return and other information just because it flows through. It comes from other sources, but we're not necessarily itemizing. And as the standard deductions has risen, the question comes out less and less now than it used to. The clients would say, how close was I to itemizing? So I just include the schedule a, for for those clients that I know would be asking so that they can see what that is. So this is where there's a lot of information about, you know, what could be in their return. But if you can go through and parse this out and put exactly what you want clients to see, hopefully, that gives the clients information that would save you time having to provide that earlier time. So this is where I go through and add what do I want to print and not print. And then once you have saved that, here's the next that is one of my absolute favorites And, again, because I'm picky. So just keep thinking about it for a second because I I, put all of, options there. So the next thing that I'm taking you to is changing the print order. And this I I've gotta say this is my favorite. Putting what you want in the return is good, but how it prints is another. So just as an example, if, if estimated tax vouchers in the front of a tax return freaks your clients out, you know that you can just take them and move them to the back of the return by moving them down like this. Yes. You can. And so if you wanted to have those be printed in a different spot than the first thing the tax payers see, you can change that and have that print later. I didn't drag it all the way down, so, you know, I would go back and fix that. I don't this is a test client, so I I leave it that way. But, and and notice too, this is the filing copy, the client copy, and the preparer copy. And just like in the other instance, we have the individual, the nonresident, the estates, the partnerships, the escort scores. Every every one of the returns, and even the organizer. So this is where I spend a lot of time and and thought in how I want to present this information to my clients, because it it's it's extremely important to me that things be in the right, order that I want my clients to see information. So if this is the client copy, then I'm going to put things in the order that I want my clients to see them in. And so I'm just saying that here's here's the option and, you know, what you might want to do with that. Now one of the other things is let's talk about the general printing, and I'm just telling you what these are so that if you want to go make changes to it, you can. You've got the reverse print order. There might be some printers out there still that don't print just, you know, front to back, and and print page two always. And I don't turn this on because if I wanted to print page two, I'd say to print page two, and I don't like wasting, paper or toner, so I'll check that. Print the preparer's ID only on the filing copy. You know, if you, don't necessarily want your preparer ID out there as much as, or any more than absolutely necessary, that might be a good box to check. And this display the print log. Pet peeve of mine. Don't tell me that it just printed, because my printer is right behind me. However, if you're in an office where you're printing to a communal printer or it's down the hall, because maybe you don't print much, but you wanna make sure it printed and you didn't have an error before you walked down there, then that's the box to check to you because it'll save you the trip. It'll tell you whether or not it printed. But for me, I don't need that, so that's why that's turned off. Hopefully, that would help. Display print warnings when errors exist. Yes, please. Because sometimes I print one thing, and then I go on to the next, and then I go on to the next. And I'm assuming that what I printed, printed. And then when I'm done and I pick it all up, put it together, I don't want there to have been an error. And I've already printed it, closed it, and moved on. So, yeah, tell me when there's an error. But when there's not, don't don't tell me. And then print the client copy using darker fonts. I can just tell you I don't recommend this. That that probably is an older option, because with the laser printers, the darker fonts really are darker. So I have not found that to be a good, you know, box to to add it to. Then we've got frame and prepare a copy using darker fonts. Again, don't advocate that either, and you might be wasting, what what would it be now? Storage space, and toner, by doing that. Now if you're always printing using a Adobe Acrobat, again, I'm just giving you my best practices, and you may have, even found a better way of doing everything. But I always when I print a a return, and I want it I want it in paper or even just, if I print it to my document management system, I print it to the PDF. And, you know, I'll just tell you too. Like I said, we've got we've got 14 preparers in our office. And when I review a return and I'm ready to release it, I print it to a PDF that goes on my hard drive, and and, I mean, literally my computer so that I always know the return that I finalize approved. And then, there's also a a copy that goes to the document management system. But it's been useful sometimes to go back and look, especially when we've amended returns. Sometimes they get overridden in the document management system. I always have that original, return. But I print it to a PDF first. So if we come down to the print functions here, what I'm talking about. I print it and I say tell it to display. So then I'm looking at what's gonna go over to you can see I use SmartWall. You can see what goes over to the document management system. It's gonna go there and not open, but my PDF copy is. And that's how I make sure that it is what I want it to be, and and look through it and make sure everything's there, the right states. And and I'll well, because I'm here, I'll mention this. If you ever have the instance where a state letter doesn't have the right amount due or refund, it's because you didn't go back into that state after any other information updated. So that's what I look at too is does what the state returns say agree to what, you know, what was there, what it should be. So, again, just if it if it helps you, print it to a PDF, look at it, and then, and then you're good. Alright. Print with organizer. So if it's, you know, the time of year that you're getting ready to print organizers or thinking about that, think about whether you want the short organizer or the long organizer and also, like, reminder notes, overrides. If you want that printed because that helped you from before, then this is a great place to, just mark that and have it printed. And, again, you can set it differently for the preparer copy than you have for, the client copy. So, again, just great options. And then also print with return. Do you want, you know, the the supporting statements, the smart worksheets, the reminders? I'm sure that you've gotten tax returns from clients prepared by a by a different preparer previously. And it's just if if you're digging in paper, it is thick. It is just thick, thick, thick, thick. And that's because they're every work scheme imaginable there. And I'm I'm somewhere in the middle. I don't give them the bare minimum. I don't give them every worksheet, but I give them, the things that I think might answer their questions before they call and ask me for them. So that's how I, kinda kinda reason that out. Alright. And then to control which letters print, that's the next one. That's that is great for if you only want the client letter to print with the client copy. And, again, look. You've got all these options up here. So all of these that I'm talking about, you can customize these for each one that you're doing and and making sure that that what you're giving to your clients is is what the only things that you wanted to give them. Alright. I'm gonna stop sharing, start back over into our slides, and make sure that we are in the right spot. So we've gone over the printer settings. We've got the reverse printing, the printing log, changing what's in the organizers. I showed you how you you print, and I call it the full print and the little print button. So when your icon's across the top and we have a webinar where we go through all this if you're interested. But the one on the front the the left means print the whole return. The one on the right means just print, a a couple of of pages. So what so the next thing I wanna talk about is client letters. So let me oops. Let me get you over there. Client letters and billing. So on the client letters and billing, this lets you select and I'm gonna stop sharing and go back into Intuit ProSeries one more time because it makes sense to do so. So in your standard client letter so I'm sorry. I I jumped in here ahead. How we get here, of course, is go to your letters at the top, and then we're going this is what comes up, gets to your standard letter, and we're going to select this. So now we can view it or we can edit it. What I wanna show you is in the edit. So we put our own letterhead within our, within our letters. So we have exactly what we want to print at the top and in our, in our font here. And then you have all of the different verbiage that you put in the letters. So you can customize this. Again, I want it to look a certain way for my clients. So, you know, you make sure that that it is exactly like you want it to be. Over here on the right, these are all the different codes. And then look at the bottom. Here you've got your federal code, you've got your federal paragraph, you've got your state codes, and you've got your state paragraphs. So there is just unlimited amount of information that you can take from your codes and build into your client letters. So make sure that your client letters are set up and say exactly what you want them to be. Because after you get through all the federal information, then you've got the state information. And in the state codes, you have the codes by state. So you have some Alabama codes. You have, you know, all the different all the different codes. Alright. Let's jump back over here to our slides. Okay. So client letters, you've got multiple types of letters I had, showed you when I initially went in there. So the different types that you have is the client letter. You have the engagement letter, the privacy statement letter, the consent to disclose letter, consent to use letter, special standard client letter I'm sorry. The Spanish client letter and the amend, amendment letter. So you have all of those letters that you can customize to say exactly like you want them to. And there's also k one letters so that if you're doing a business return and you have the k ones being generated, then you can, you can print those k ones with letters and then out process those to the members of the of the the, entity that needs those k ones. So that's in the k one letters too. So, you know, when I set mine up at the beginning of the year, it is a process that takes a a good while, but it's great results to be able to have that just exactly the way we want it to. Alright. So you see the information there. This is what I showed you where you're in the client letters, and you've got all the codes that you can go in and you can print them. Now another thing that I'm a little bit particular about is the client letter salutation. If I'm using all caps throughout the rest of my, throughout the rest of my return, I don't want the salutation to be in capital letters. I'm quirky that way. So I make sure I go to the bottom of the information worksheet where it says, part 12, client letter, and I make sure that it's in the right that it's in the right format. And then the last thing that I wanted to tell you about was client billing. So did you know that there is a way within ProSeries that you can keep track of, your hourly like, a billing clock? And so that's under client billing. You see at the bottom there on your, slide, it says billing clock. So this is gonna track how long you're in this client. Now you it does also mean if you're working in a client and you're trying to keep track of your time and you walk away, make sure that you, close the client or stop the billing clock. Otherwise, you're not gonna get some accurate, time information. Alright. So and and I I will also tell you that, and I'll go let me go back into the program here so that I can, show you this Because I found a way to use the billing clock as as a metric too. So if you go into your tools and you're not going to use, let's say, ProSeries to actually bill, you can set up your billing options. But, see, look how I mean, if you wanna use ProSeries to bill, look how it's just built in so easy. And here's where your billing clock is. So that's what it looks like. So you just click that. You can and then to turn the clock on, it automatically records. You just would come in and turn this off if if you wanted to, not track. But let's go back. Tools, billing, and set up the billing options. So imagine if you had a return and you wanted to, like, put a value on the complexity of returns. So I've worked this so that I assign values to different forms and return. And so it calculates an invoice number, but to me, it's calculating a complexity number. So a way to work the system, if you're not using this for billing, it's just another, it's just another option. Now if you did wanna use this for billing, remember that you can put in a rate per form. So that means that you go in and you put in a price per form. So maybe you have a $500 base price. You charge a $100 for every w two. You charge 250 for every ten ninety nine because they're such a because, of course, a ten ninety nine NEC means that they're going to have a schedule c, in all likelihood. But, anyway, you figure out the amounts. I'm not I'm not advocating on amounts here. I'm just giving you examples. But this you know, if if there's a Social Security statement, what is that that you're gonna assign to that? Maybe that's a low build item or a low complexity item. But here, you can go in and assign these. And, again, it comes up with a number, and you can either use it for billing or not. But it but it gets you there. Alright. So that really is the client, letters and billing. So let me get you back into where I showed you that. And so that means that it's time for poll number three. So poll poll number three, what is not a type of standard level avail letter available to prep with a return? Is it the privacy statement letter, the amendment letter, the consent to disclose letter, or the audit representation letter? Again, we don't take points off if you don't get it correct, but I think most of you will know what the answer here is. So give you thirty seconds total to do this, so probably another fifteen seconds. If If you need the CPE, we need you to pop in, get the poll answered. Remember, if you answer it on the screen or in the poll on the right hand side. If you're there and you haven't done it already, make sure you download the documents if you want to refer to any of them later. There's a little bit of information that's in the, in the slides that I may not have gone over in great detail during the webinar, so that's just additional information for you. So about five more seconds. Three, two, one. And the answer, of course, was the auto representation letter. Alright. So let's wrap up and get to our last subject here, the home base view. So I am very happy with the options that I have on the home base view. You can see here in just the example that I have of my home base view that I parsed out. I did a query so that I had all of my individuals that owed. All of my individuals that owed and the status that we used because we used the client status prolifically, were in review. I wanted to get, I needed to find a client that was a client's next door neighbor. So I added the addresses to the 10 forties and found it very quickly. I also have different different reasons for different parts of wanting to see my home base in different ways. And so if you go in and do your your home base view, then it just makes it so easy. So once you're in home base and you go to the, home base at the top, the options screen at the top, you see where it says at in the in the lower right screen, add, edit home base view. And so that is where you can go and add, different items. So let's look at the next slide, and you'll see what I'm talking about. So when you go in the home base view, then you have these options. So, for example, I wanted to know the individuals that owe. And so over on the right hand side, you go into, all of the options of the fields that you can add to the home base so that you could get all of the clients that owed, or all of the clients that had a refund or or any of these categories. So once you've added the columns to your home base view, then you can either do a sort from that column or you can do a query. And, I think you you could see as as we were in my product before that there was a lot of, well, on basically every, home based screen, and I guess I did only go to one. But I use queries a lot, and you can save your queries too. But the home based view is where you've got a whole, you know, basically list. And remember, you can export your, home base list, but be careful if you've got, you know, private numbers, in there and and what you want it, you know, to look to look like. But the home based view to me is how I manage and work around, the fact that I, I need to look at just my clients, and we use one, you know, communal database. And then I need to parse it out by as it gets closer to maybe time for extensions, I want one. That's why I have a view that has just those individuals that owe. So we're we're preparing, a little over 2,500 tax returns a season amongst us, and so I need to be able to parse our data so it gets down to exactly what I I want to see. And, the home base views is really a great way to do that. So once you're in the add, edit home base views and, again, it goes by each one. You can see I'm gonna back up to the slide before. You can see that each of these home based views in individuals and partnerships and s corporations and even down at the bottom where it says all returns, that's gonna give you literally all the returns. And just a thought, if it helps you, because it certainly did, help me, is that once we print our organizers, and we start in season, we go back and delete those organizer files. One, we don't need them in our in our database. And, two, when I'm running certain queries on all organizers I'm sorry, on all tax returns, I don't have to worry about the organizers being in there. They're already gone. So I'm really just getting the results on my individual tax returns if that's what I'm looking for. So if that helps, hopefully, it does. And so you wanna go in and you want to make sure that you've got in here exactly what you want. And there's, you know, great options to to parse that down so that you can be anywhere you wanna go. Some of the other things that you might put in there is, if you have clients. So you'll notice here that you have the client analyzer queries. I don't know if you've ever gone and looked at what those are, but the client analyzer queries is things that you might want to know who all of your clients are. For example, one of them is that they have a schedule c. One of them is if they're active military, if they are clergy, if they have an office in home, if they depreciate assets, if they have rental properties, k ones. So if if there's something that, receives Social Security I wanna think I mentioned that. So if there's something that affects legislation and you want to go do a, analyze your client base and find out what that is, you don't even have to walk through and do a query. That is already in the client analyzer for you. And so it'll go through your database and pick out those. So if I'm looking for, you know, something to use, and one of them is, like, the unemployment. So, or unreimbursed employee expenses, itemized deductions, thinking about who what has just happened in tax law and how is that gonna apply to my clients. This is where I can go with the home based views or the client query analyzer, and get precisely what that information is, pretty quickly. So, hopefully, that home base view, would be helpful to you. Alright. And you can save them, and they roll from year to year. So I have some of these home bases I realized I didn't need in my 2024 return. I had it in 2023, but they just rolled over. And sometimes I'll just go in and and repurpose them, or I'll delete them, or whatever. But I do like the fact that once I go through the trouble of setting them up, particularly, like, the individuals that owe, come about, you know, April 1, we're really looking hard at at who needs to make estimated payments or who needs to make a an extension payment, and that is a great, really quick way to go and just be able to pull that information out and see it. And it and it's not through, doing a query, because my analytical skills on that is not all they are cracked up to be. So, that's not always the best for me. I like having the home base go through and and first that information. So let's review where we, where we are. We talked about firm identifiers, EFIN registration, preparer information. All of that is what you need to get your practice going to make sure that you can, work efficiently, file returns, be in compliance, have your PTIN, have your EIN, have your, EFIN and your ERO numbers. Those take some time. So if you're trying to file returns when filing date opens, then you wanna make sure that you're on that so that you have that information and that it's up to date. Manage and invite users. It's a great time of the year to go pick and, you know, look at who has access to your data. It's always a good time to refresh and make sure that you didn't forget to add someone or remove someone that's no longer, assisting you with your returns. Printer settings, to me, this is, one, saves a whole bunch of time. Two, it's it it puts things, in the right order, that I want my clients to see. One thing I didn't mention, but I'll tell you my little secret. If you put the two bay two pay two year comparison towards the front of return, because that's what most clients we use to explain to them what the differences are. Might save you some trouble instead of having to wait to go to the back to look at it. Just a just an aside. Client letters and and billing, again, I customize these a lot. That's where you go. That's it's easy to do. And if you make a mistake, just reset to the default and keep on going. Not anything that you've gotta gotta worry about there. And then the home base view just makes it easier. I see what I wanna see, in in certain views so that I can get right to what I need and does really greatly help me with analysis. So, hopefully, that was good information that, we gave you today, to to look at. If you would like more free training and resources, the information is here. We have an education center, has live and recorded webinars. You can always go back and watch this webinar again. There are virtual conferences. There's self paced modules. There's important articles. I didn't even show you this, but there's videos within pro series that gives you info additional information. And then there's the Tax pro center. So that's the, important, and trending tax information. But if something's about to come up and you wanna be one of the first people to know, that's a great place to go. Support and community, the Intuit accountant support. I'm in there some looking at questions or answering questions. So that's my first place. I don't pick up the phone and call. I I look, and this is where I go to look even before, a massive search engine or, the more teared down search engines. There's a great community too where everyone shares ideas. I'm very much an advocate for that. If I can share the information with someone else and make their life easier, I definitely wanna do that. So we have our fourth and final poll for the day. And this is just simply, maybe you haven't made a decision about what software you would like to use, and you have some questions, that you want answered before you make that decision. If that's the case, then you would wanna answer yes here. If you already use ProSeries and you don't have any questions, then you could just answer no here, and your answer is correct based on, of course, on your individual situation. So I'll give you a couple seconds here to to to give that answer, and, then we're gonna finish up with our poll question and move on. So about five more seconds. Alright. So let me go ahead and close this poll and just say thank you so much for being with us today. As soon as the webinar concludes, there is the survey link. I do appreciate the feedback. I wanna make sure that you're getting, good content for the time that you're spending, here. And if you wanna save the handouts, the slides for today, go to the documents in the upper right, and and save those. Your CPE certificate should be emailed to you within twenty four to forty eight hours. If you don't see them right away, make sure, they're preparing for you. So thank you very much.