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Preparers tab
Use this tab and the related dialogs to enter each preparer's name, Social Security number, PTIN/SIDN, electronic filing identification number (EFIN), electronic filing waiver information, IRS designee information, and to enter information required for the state return.
To open this tab, choose Setup, Office Configuration, then select the Preparers tab.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the Office Configuration dialog.
Fields & buttons
Preparers list
Lists the preparers you have already entered. To add a preparer to this list, select the Add button. To edit the information for a existing preparer, highlight that preparer in this list and select the Edit button.
If you have more than one office, this list will only show preparers associated with the office selected from the Office drop-down list in the upper left corner of the Office Configuration dialog. To enter preparers for a different office, select the office from the drop-down list before adding preparers in the Preparer Information dialog.
Report button
Select this button to launch a Report dialog that you can use to specify sort criteria, preview, or print a Preparer Information, Reviewer Information, Staff Information, or PRP Preparer Block Information report.
note
Tips
- Use the Preparer Information dialog for adding and editing preparer information.
- Any preparer entered here can be selected as the default preparer for all clients subsequently added to the application.
- Any preparer entered here can be selected as the default preparer for all clients who have not already been assigned to a preparer.
- Any preparer entered here can be selected as the preparer on the Setup, User Preferences, then Tickler tab.
- Preparer information entered here will automatically proforma to next year's UltraTax CS application.
This article applies to:
- Product: UltraTax CS