Entering MACROs / Pulling Prior Year MACROs
Using MACROs will save you keystrokes when entering tax returns by automatically filling in certain fields. Once MACROs are entered into the program, they will pull forward into next year's program. The following options are for the most common MACRO entries in the program. Entering these items in the program will save keystrokes as well as prevent typographical errors in data entry.
- W-2 Employers/1099R Payers
- K-1 Entities
- Child Care Providers
- Interest/Dividend Payers
- Charitable Organizations
If you need to add or edit MACROs the following options are available:
The MACRO Setup Drop Down Menu can be accessed from the Main Menu of TaxSlayer Pro. View a screenshot here.
From the Main Menu of TaxSlayer Pro select:
- Advanced Configuration (Macros)
- MACRO (Most Common) Setup
If you did not pull forward prior year MACROs during your initial configuration click here.
Primary and Alternate State & Area Code: You can enter a primary and alternate state in this menu as well as the area code associated with the state. The program will automatically pull the area code into the personal information entry screen if either the primary or alternate state is entered in as the client's address.
Default State on W-2(s) and 1099-R(s): If the majority of the W-2(s) and 1099-R(s) you will be entering are from the same state, you may enter a default state to eliminate the need to enter a state on the W-2 and 1099-R input screens.
NOTE: All W-2(s) and 1099-R(s) will default to the state selected. You will need to manually edit the state section of the W-2 or 1099-R if withholding is from a different state.
Print MACRO's: Selecting this option will allow you to print out a list of your MACROs for W-2 employers, K-1 entities, child care providers, interest/dividend payers, charitable organizations and banks.
Phone Descriptions: You can assign unique names to the three phone numbers that appear in the personal information menu of each return. The default names are home phone, office phone and cell phone.
State Locality Menu: Some states have locality taxes and wages withheld on W-2. TaxSlayer Pro is defaulted to skip over the locality fields since most states do not require locality information. Select the states that you want the program to default to for the locality information section on the W-2 entry screen.