Updating Preparer Information

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

  1. In your TaxAct Professional Edition program, click Preparer in the upper menu bar, then hover your mouse over Master Information, then click Preparers.
  2. In the window that appears, click the Pencil Icon next to the Preparer Name you want to edit.

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.