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How do you remove Paid Preparer information?

carlton76
Level 1
 
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Accepted Solutions
itonewbie
Level 15

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.

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Still an AllStar

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2 Comments 2
itonewbie
Level 15

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.

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Still an AllStar
carlton76
Level 1

Thank You very much