General Use of My1040Data and My1040Data Toolkit:

Security Time-out:

• For your security and the security of your clients' tax information, My1040Data and My1040Data Toolkit automatically require users to log in again after 20 minutes of inactivity. Depending on your connection speed, Toolkit users may need to log in again after uploading a large number of pro forma files.

Page Loading Issues:

• Since a number of pages interact with ProSystemfx Tax, please make sure each page has fully loaded before trying to perform Toolkit functions. Likewise, every page in My1040Data is saved when your clients navigate from one page to the next within My1040Data. Your clients should make sure each page has fully loaded before continuing to enter their tax data. The completion of the loading process is indicated by the word "Done" in the bottom left corner of your browser window.

Printing Issues:

• The printable version of your return appears in a pop-up window. Pop-up blockers must be disabled to print your return.
• When using an Adobe® Reader® product that displays PDF files on a Macintosh, your Adobe window may display behind the browser window.

System Requirements for My1040Data and My1040Data Toolkit:

• Browser Settings:
  • My1040Data and My1040Data Toolkit require the following browser settings to allow dynamic programming.
    • Pop-ups must be allowed for this site.
    • Cookies must be allowed.
    • ActiveX controls must be enabled.
    • JavaScript must be enabled.
• Monitor Display Settings:
  • My1040Data and My1040Data Toolkit require a resolution of at least 800 x 600 pixels and are best viewed with system fonts set to Small Fonts.
• Printing Requirements:
  • Adobe® Reader® XI must be installed to print or view your client's tax data.

Browser Requirements:

• My1040Data Toolkit (Preparer Interface) & My1040Data (Client Interface):
  • The following browsers are supported by My1040Data.
    • Microsoft Edge
    • Google Chrome.
    • Safari for Mac.