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Entering Pro Tax preparer settings
by Intuit• Updated 1 month ago
Enter preparer details once in your tax settings and reduce the amount of manual entry needed before filing a return. Pro Tax automatically transfers this information to forms in the return where this information is applicable.
- Open ProTax.
- Select Tax Settings from the main screen:
- Select the Preparer Info tab.
- Enter your preparer information. If you are a discounter or an Alberta AT1 third-party service provider, enter your information in the designated sections as well.
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