Professional Editions - Using the Master Information Preparers Tab
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Individual preparer information can be added and/or modified in the Preparer Master Information dialog box.
To quickly edit your information:
Click Preparer in the upper menu bar, then click Edit My Preparer Information.
To use the preparers tab:
Click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. In the preparers tab you can:
Click Add New Preparer to add a new preparer.
Click the Pencil icon to edit a preparer.
Click Inactive to remove a preparer from the active list.
If you add a new preparer or edit a preparer, a dialog box with four sections will appear - Preparer Info, Electronic Filing Info, Permissions, and Invite:
In the Preparer Info section, you can add to or edit:
Basic Information
Address
Contact Information
In the Electronic Filing Info section, you can add to or edit:
E-filing Information
Credit Card Information
In the Permissions section, you can add to or edit:
Preparer's Permissions
In the Invite section, you can add to or edit:
Preparer Invitation
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