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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; OR do the following:
    1. Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return).
    2. Click Master Information, then click Preparers.
    3. Click the Preparers tab, then do any of the following:
      • Click Add New Preparer to add a new preparer.
      • Select a preparer from the list, then click the pencil icon to modify a preparer.
      • Select a preparer from the list, then click Inactive 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 and Electronic Filing Info:
    • Under the Preparer Info tab, you will find:
      • 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
    • Under the Electronic Filing Info tab, you will find:
      • 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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