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

1. Click Preparer > Edit My Preparer Information to access the Preparer master information tab directly.
   Alternatively,
   • Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return)
   • Click Master Information and then click Preparers
   • Click the Preparers tab
• Click Add New Preparer to add a new preparer
• Click the pencil icon (after selecting a specific preparer listed) to modify a preparer
• Click the Inactive button to remove a preparer
2. Click Add New Preparer or the pencil icon to 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)
• 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)
• MN Preparer Type
• IRS may discuss client returns with this preparer checkbox (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
• Provider
• Email Address
• Fax
• 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