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How to change application settings

Application

The Application section on the ProDesk dashboard lets you select the filing type you would like to work in. To change applications, select the drop-down menu next to the current application and choose from:

  • Business Tax
  • 1099 + W-2
  • 1040 (Training)
  • 1040

Tax Year selection

The Tax Year section lets you switch between current and prior-year filing seasons. Select the drop-down menu next to the current tax year and choose the desired year.

Current Product

The Current Product displays the package currently active on your account.

Returns Remaining

Returns Remaining lists the number of returns available based on your purchased package.

Still need help? Call 805-256-1791, e-mail support@prodesk.tax, or request a remote support session. For anything involving taxpayer information, use the Secure Email tool inside the software.