About Preparer Profiles

Information about the preparer, among other things, must appear on certain forms, and this must be entered in a repetitive fashion.

The data entered in a preparer profile will be posted to the appropriate cells and used for calculation purposes.

The preparer profile that you select as default will be used to create new client files. However, you can select a preparer profile to be used instead of the one by default in each client file.

You can create several preparer profiles to meet your requirements. For example, a preparer profile in English and another one in French. You will then be able to select the appropriate preparer profile.