Administrator Settings

The Administrator Settings allow the Admin user to create and subsequently edit settings for all users.

You must be logged in as the Admin or a user with the Administrator role to have access to the Administrator Settings.

To access Administrator Settings:

The following table describes each setting's function available under Administrator Settings:

Settings	Description
Custom Fields	Allows you to create custom questions associated with the Preparer Use Form.
Return Stages	Allows you to create progress levels (stages) that can be assigned to returns.
Print Sets	Allows you to create custom Federal and state print sets or select 'sets' of forms to be printed.
Advanced	Allows you the option to enable the override feature for roles and the option to carry forward the preparer use form.
Carry Forward Templates	Allows you the option to carry forward your return templates from last year.
Salutations	Allows you to create and edit salutations to be selected in the salutation fields of the Main Infomation Sheet.
Themes	Allows the Admin user to select between using the Gray or Green theme.