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AZ2021
Level 1
March 8, 2021
Question

How do I add an unpaid preparer to Lacerte Tax?

  • March 8, 2021
  • 1 reply
  • 2 views

I want to set up an upaid preparer in Lacerte Tax?

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1 reply

George4Tacks
George4Tacks
Level 15
March 8, 2021

Screen 1 > Miscellaneous Info > Select the Preparer > For Prepared by select Non-Paid Preparer

You do have to add the preparer, including PTIN in Settings > Options > Preparers

The issue of Non-Paid Preparer is discussed here https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/when-to-use-non-paid-preparer/00/31332

 

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