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 New Preparer to add a new preparer
Click on the Pencil (after selecting a specific preparer listed) to modify a preparer
Click on the Trashcan (after selecting a specific preparer listed) to remove a preparer
Using the drop-down menu for Default Preparer (after selecting a specific preparer listed) will result in that preparer being listed on any new client return created

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

Name
A Checkbox to use Practice Information or
A field to enter Practice Name (if self-employed) and another box for EIN
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)
IRS may discuss client returns with this preparer check box (for Third Party Designee indication)
Third Party Designee PIN
CAF Number (Power of Attorney)