Updating Preparer Information

To change any of your preparer information that appears on the returns, cover letters, and invoice:

  1. In your TaxAct Professional preparer's program, click Preparer in the main menu bar at the top of the window.
  2. Click Master Information from the drop-down.
  3. On the pop-out menu, click Preparers.
  4. In the Preparer Name list on the right, click the pencil icon to the left of the preparer's name entry.

Your preparer information such as name, address, phone number, etc. can be edited on the Preparer Info tab. Information specific to your electronically filed returns such as EFIN, credit card number, etc. can be edited under the Electronic Filing Info tab. If you have selected to use your practice information for your preparer information, you may also need to click the Practice tab to make changes.