Use a Preparer Profile Other than the Default Preparer Profile

To prompt Taxprep for Trusts to use a preparer profile other that the one defined by default, proceed as follows:

1. Open the client file for which you want to use a different preparer profile.
2. Display Form Identification Trust and Other Information (Jump Code: ID).
3. Under the "Internal information for the preparer" section, from the Tax Preparer's Profile used list, click the preparer profile that you want to use.