Question

Professional Editions - Using the Master Information Preparers Tab

Accepted Answer

Individual preparer information can be added and/or modified through the Preparer Master Information dialog box:

Start your TaxAct Preparer's program
Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
Hover your mouse over Master Information and click Preparers
Click on the Preparers tab and then select:

Add to add a new preparer
Edit (after selecting a specific preparer listed) to modify a preparer
Delete (after selecting a specific preparer listed) to remove a preparer
Set Default (after selecting a specific preparer listed) will result in that preparer being listed on any new client return created

Clicking Add or Edit will bring up the Preparer Information dialog box where there are two tabs available:

Name
Address
Phone
Fax
Email Address
Social Security Number (SSN)
Preparer's Tax Identification Number (PTIN)
Preparer's Employer Identification Number (EIN)
Preparer State ID Number (LA, NM, NY or OR returns only)
Preparer NY Exclusion Code (NY 1040 and 1065 returns only)
Preparer is self-employed check box
Firm's Name (or yours if self-employed)
IRS may discuss client returns with this preparer check box (for Third Party Designee indication)
Third Party Designee PIN
CAF Number (Power of Attorney)