Preparer Tab

If you prepare returns for clients, add your information in the Preparer Info Tab (shown below). The information added here is associated with your user login and will be available for all Tangible Accounts managed under that user login. Multiple preparers can be added to this Tab. This is useful when a CPA firm has a single account used to manage many clients. Each accountant can be added to this Tab and later selected from a list on the Submit Tab. Use the New button to add new preparers, the Edit button to edit a preparer, and the Delete button to delete a preparer. The column headings with double arrows are sortable, and can be sorted by clicking on the column heading. Clicking a second time will reverse the sort order.  The currently sorted column's heading will be highlighted white, and the arrow will change to a single arrow indicating the sort direction.