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ProSeries Frequently Asked Questions

Customize HomeBase to Display Preparer Name and Preparer Fees

Products Affected:

• ProSeries
• ProSeries Express Edition

HomeBase can be customized to display a large range of information from client files. To create a HomeBase view or tab to display the preparer's name and the preparation fees for Form 1040 individual returns, follow these instructions:

1. Open the ProSeries HomeBase Form 1040: Individuals view or the ProSeries Express 1040 tab.
2. Go to the HomeBase menu and select Column Headings.
3. In the Columns dialog box, scroll through the entries in the Selected columns field on the right and select Preparer.
4. Click the Move Up or Move Down buttons to move the Preparer column to where you want it to appear in HomeBase.
5. In the Available columns field on the left, scroll through the entries, select Total Fees and click the Add>> button. The new field is added to the bottom of the list. Use the Move Up button to position the field in the order you want it to appear in HomeBase.
6. Click OK to close the Columns dialog box.
7. To save your new view or tab, from the HomeBase menu, select Save View As (or Save Tab As), enter a name, and click Save.
   Note: If you forget to save your view or tab, the Save View Settings dialog box will appear when you switch to a different view or tab. Select Save and rename these changes in a new view and click OK to save the view or tab.

You can now select the new view or tab in HomeBase and review and sort the information.

Additional Information

• How do I customize HomeBase?

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