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:
   a. Click Preparer in the top menu (while viewing the Client Manager - not from within an individual return).
   b. Click Master Information, then click Preparers.
   c. 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