Preparer Names
ObjectiveIn this exercise, you will enter preparer information. FactsAccess Preparers in the Options and enter your information as a preparer. If preparers already exist, you can use any available slot to complete this exercise, then delete that preparer number if necessary. Program ConsiderationsYou can enter up to 500 preparers. The program assigns each preparer a number that displays to the left of each preparer name. This number can be used to reference a default preparer to assign to all new clients, or to reference each preparer on a client by client basis. See the Setup exercise for information on setting the default preparer option. |
LESSONS
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When you process a client return, the program prints the preparer's identification number and self-employment information next to the signature line of the main form and on the main state form, when appropriate. The preparer information is also used in the client letter. |
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How?
To add or modify Preparers:
- On the Settings menu, click Options.
- Click the Preparers tab.
- Click a preparer number that is not being used, and then click Modify.
- In the Preparer Information input, enter your preparer information.
- Click OK.
- Repeat steps 3-5 for each preparer you want to assign.
- Click OK to close the Options and save your changes. Click Cancel to complete this exercise and exit without saving any changes.
Tips & Shortcuts
You can open the Options by clicking the Options icon 
on the toolbar or by pressing [Ctrl]+[O]. You can also double-click the preparer you want to change rather than clicking Modify.
Review
Open the Options, click the Preparers tab, and ensure that all the preparers are listed.
Troubleshooting
Problem: The preparer information I entered wasn't saved.
Solution: Make sure you click the OK button at the bottom of the Options window after you change preparer information.
Problem: I cannot access the Preparers tab in Options.
Solution: You cannot access this option due to access rights issues. See your network or program administrator.
