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

  1. Start your TaxAct® Preparer's program
  2. Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
  3. Hover your mouse over Master Information and click Preparers
  4. 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
  5. Clicking Add New Preparer or the Pencil will bring up the Preparer Information dialog box where there are two tabs available:
    • Preparer Info
      • Name
      • Social Security Number (SSN)
      • Preparer's Tax Identification Number (PTIN)
      • Third Party Designee PIN
      • Preparer NY Exclusion Code (NY 1040 and 1065 returns only)(Exclusion from NY ID Number)
      • Preparer State ID Number (LA, NM, NY or OR returns only)
      • CAF Number (Power of Attorney)
      • IRS may discuss client returns with this preparer check box (for Third Party Designee indication)
      • A Checkbox to use Practice Information
      • A field to enter Practice Name (if self-employed)
      • Preparer's Employer Identification Number (EIN)
      • Address
      • Checkbox to indicate Foreign Address of preparer
      • Work Phone
      • Mobile Phone
      • Fax
      • Email Address
    • Electronic Filing Info
      • Electronic Filing Identification Number (EFIN)
      • PIN Type (Self-Select or Practitioner)
      • Practitioner PIN for Electronic Signature
      • Bank Product Selection ("None" is default)
      • Republic Bank Identification Number (RBIN)
      • Credit Card Information
      • Billing Address

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