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Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
Information about the preparer, among other things, must appear on certain forms, and this must be entered in a repetitive fashion. For example, the preparer’s identifying information appears at the bottom of the income tax return.
The forms available in a preparer profile allow you to provide information on your accounting firm and define certain settings with regards to the filing of returns, authorization forms, letters and billing.
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 returns. 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.
How to create a preparer profile
To create a preparer profile, proceed as follows:
- In the left menu, click Preparer Profiles.
- Click the New button
. - The Tax Preparer's Profile form displays. Enter the appropriate information.
- Click each tab to enter, in the appropriate forms, data relating to the filing of returns, authorization forms, letters and billing.
- Click the
button to save the new preparer profile data and set the properties. - Click the
button to return to the template view.
How to modify a preparer profile
To modify a preparer profile, proceed as follows:
- In the left menu, click Preparer Profiles.
- Select the preparer profile that you want to modify.
- Click the Open button
. - Click each tab to enter, in the appropriate forms, data relating to the filing of returns, authorization forms, letters and billing.
- Click the button to save the changes.
- Click the button to return to the template view.
How to copy a preparer profile
To create a copy of a preparer profile, proceed as follows:
- In the left menu, click Preparer Profiles.
- Select the preparer profile that you want to copy.
- Click the
button. - Set the preparer profile properties.
- Click OK.
How to convert preparer profiles
To convert one or several preparer profiles created with the previous version of Personal Taxprep, proceed as follows:
- In the left menu, click Preparer Profiles.
- Click the Convert button
.
The Convert - Preparer Profiles box displays. The location selected by default is the one defined to save preparer profiles created with last year's version. - Select one or several preparer profiles that you want to convert.
- Click Open.
The preparer profiles are saved at the location indicated in the options and settings. If the conversion was done for only one preparer’s profile, the converted preparer’s profile is opened in the Preparer Profiles view so it can be modified.
During the roll forward of the client files, the preparer profile selected in the ID form will be kept in cases where the name of the preparer profile is identical to the one in the previous version.
How to delete a preparer profile
To delete a preparer profile, proceed as follows:
- In the left menu, click Preparer Profiles.
- Select the preparer profile that you want to delete.
- Click the
button . - Click Yes to confirm.
How to print a preparer profile
To print a preparer profile, proceed as follows:
- In the left menu, click Preparer Profiles.
- Double-click the preparer profile you want to print.
The preparer profile displays. - On the File menu, click Print.
- Set the printing options.
- Click OK.