Showing results for 
Search instead for 
Did you mean: 
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
ProFile Help

Preparer/Partner Initials not carrying forward


 The preparer/partner initials do not carry forward from the previous year to the current year (i.e. 2012 to 2013)



1. In ProFile, go to Options > Module.

2. Make sure the 2013T1/TP1 tab is selected on the top left.

3. In Options Module 2013 go down to the options section and deselect Update prepare information on Info form.

 * When this is selected it overrides last year?s info with the info on the Preparer tab in Options Environment.

** For Premier users only: If there is an Options Package being used, go to Options > Options Administration and choose the Options Package being used and click on Save.

Was this helpful?

You must sign in to vote, reply, or post