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

To quickly edit your information:

  1. Click Preparer in the upper menu bar, then click Edit My Preparer Information.

To use the preparers tab:

  1. Click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. In the preparers tab you can:
    • Click Add New Preparer to add a new preparer.
    • Click the Pencil icon to edit a preparer.
    • Click Inactive to remove a preparer from the active list.
  2. If you add a new preparer or edit a preparer, a dialog box with four sections will appear - Preparer Info, Electronic Filing Info, Permissions, and Invite:
    • In the Preparer Info section, you can add to or edit:
      • Basic Information
      • Address
      • Contact Information
    • In the Electronic Filing Info section, you can add to or edit:
      • E-filing Information
      • Credit Card Information
    • In the Permissions section, you can add to or edit:
      • Preparer's Permissions
    • In the Invite section, you can add to or edit:
      • Preparer Invitation

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