Preparer Setup

How to Add, Modify, and Remove a Preparer

Creating a Preparer

To add a Preparer first go into "Preparer & ERO Setup"

Then Select line [01] Preparer Setup

Once in the Preparer Setup click [01] Add to create a new Preparer

Then fill out the Information for Preparer

Keep in mind line [08] is only applicable to NY state filers, NY requires preparers filing a substantial amount of NY returns to register and provide their separate State ID.

To Modify a Preparer

Simply double click the Preparer you want to modify

It should take you to the Preparer Information page where you'll make your changes,

Once you're finished making changes click [OK] at the bottom right to save your changes and go back to the previous screen.

To Delete A Preparer

Select the Preparer you want to delete by clicking on it once. It should highlight blue once selected.

Then hit the 'Delete' or 'DEL' button on your keyboard. If successful there will be a popup asking to confirm the deletion.

If you do NOT want to delete the Preparer simply hit No, otherwise the 'Yes' option will permanently remove the Preparer from your list.

REMINDER: Once a preparer has been deleted it cannot be restored.