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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.

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

Pro Tax Tas Settings.png

  1. Select the Preparer Info tab.
  2. 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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