Inserting Preparer/ERO Information

This topic provides instruction on manually inserting a preparer or ERO into a single return. To automatically insert a default preparer or ERO on all your returns, use Preparer Manager Preferences.

To insert preparer/ERO information on a return:

  1. Open the return.
  2. Do one of the following:
  • Click the Preparer/ERO button on the toolbar.
  • Click the Tools menu; then, expand the Preparer/ERO fly-out menu and select Insert Preparer/ERO.

Insert Preparer/ERO on Return

  1. Select from the following:
  • No Change (keep any existing preparer/ERO info)
  • None (remove any existing preparer/ERO info)
  • One of the preparers/EROs in the list (if applicable)
  1. Click OK.

 

The Manage Preparers link automatically opens the Preparer/ERO Manager. Preparer and/or ERO information can be entered to be inserted into the open return and/or future returns.

 

The Adjust Preparer/ERO Settings link opens Preparer Manager Preferences.

 

See Also:

Removing Preparer and ERO Information

Preparer Manager Preferences