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Level 2
October 9, 2020
Solved

How do you remove Paid Preparer information?

  • October 9, 2020
  • 1 reply
  • 15 views
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Best answer by itonewbie

If your staff is leaving your firm, you can remove him/her by clicking on Settings in the very bottom of on the left panel, then Preparer Information under Your Firm in the popup.

If you are a "Non-Paid Preparer" or the return is "Self-Prepared", you can select these options under General > Client Information, on the line Prepared by under the Miscellaneous Info section.

1 reply

itonewbie
itonewbieAnswer
Level 15
October 9, 2020

If your staff is leaving your firm, you can remove him/her by clicking on Settings in the very bottom of on the left panel, then Preparer Information under Your Firm in the popup.

If you are a "Non-Paid Preparer" or the return is "Self-Prepared", you can select these options under General > Client Information, on the line Prepared by under the Miscellaneous Info section.

---------------------------------------------------------------------------------Still an AllStar
carlton76Author
Level 2
October 9, 2020

Thank You very much