Entering Pro Tax preparer settings

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.

1. Open ProTax.
2. Select Tax Settings from the main screen:

3. Select the Preparer Info tab.
4. 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.