QuickBooks HelpQuickBooksHelpIntuit

Entering Pro Tax preparer settings

SOLVEDby QuickBooks1Updated December 09, 2022

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:

Pro Tax Tas Settings.png

The section EFILE has been replaced with Preparer Info. Your EFILE number and password are still entered here:

QBO_EN_CA_Ext_030822_1.JPG

3. Enter your Representative ID and Group ID in the Preparer Information section.

4. Enter your discounter code in the Discounter Information section.

Was this helpful?

You must sign in to vote, reply, or post

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this