Entering Pro Tax preparer settings

Add your preparer details in tax settings just once. Pro Tax will take care of filling in the forms for you, so you don’t have to enter the same info each time you file.

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

3. Select the Preparer Info tab.
4. Enter your preparer information.

Note: If you are a discounter or an Alberta AT1 service provider, enter your information your preparer's information as well.