<<CPAMITCHELL>>

Just to confirm, are you using ProSeries 1040? If so, you must be in HomeBase View before proceeding.

Then click the “Tools” menu and scroll to “Options” at the bottom. On left side menu, you should see “Firm/Preparer Info” half way down. Click on this, and you should be able to enter the global settings for your firm at the top. You must enter all of this information first. Then, just below the firm information, is a section called “Preparer/Electronic Return Originator (ERO) Information.” This must also be filled out with at least one tax preparer listed. Note: Some of the information may be redundant, and I suspect this may be the source of some confusion. Once the first tax preparer is entered, you can enter additional tax preparers directly beneath. Hope this helps!