Office and preparer information

To enter your office information:

1. Go to the Options menu and select Environment.
2. Click the Preparer tab.
3. Click the Office Info Setup Wizard button.
4. Follow the steps as they appear on screen. It will lead you through entering the following information:    

• Preparer information - Name, initials, partner initials, company name, mailing address, phone and fax numbers and email address

Note: If you use the PO Box, RR field, use the RR prefix for rural route addresses. However, DONOT designate post office box information with the PO prefix. Enter the post office box number only into this field. If you use both post office box and rural route numbers, enter the post office box number followed by the RR prefix and the rural route number (i.e., 123 RR4).

• Discounter information - Discounter registration number and contact information
• Bankruptcy trustee information - Trustee license number and contact information

Preparer information on the Info form

All modules have an Info worksheet. Included on this worksheet is a Preparer Information section, with details about the preparer. ProFile automatically transfers this information to other forms associated with the return, such as letters to your client.

When you first create a return, ProFile fills in the Info worksheet based on the current Preparer settings in the Options window. Typically, this means they come from the workstation, rather than a shared Options Package.

By default, ProFile locks the Preparer information that appears on the Info worksheet. This means that information about the original preparer "travels" with the return, so you can keep a record of the file owner as it passes through your review process.

If you open a return on a workstation where the Preparer options do not match the Preparer information in the Info form, ProFile flags the mismatching information on the Info form with a yellow highlight.

To update the Info form with Preparer information for the local workstation, right-click in the Info form and choose Update preparer information.

Disable locking of Preparer information

To completely disable locking of Preparer information, and have ProFile always update preparer information on Info forms to always match the local workstation where a file is opened:

1. Go to the Options menu and select Module.
2. Click the tab for the module that you want to lock (such as T1/TP1).
3. If you are working with a return for a previous taxation year, in the tab for that module, click the down arrow and select the year.
4. Click the General tab.
5. Under Options, select the checkbox for Update preparer information on the Info form (using the information from Options/Environment).
6. Click OK.