Individual preparer information can be added and/or modified in the Preparer Master Information dialog box.

To quickly edit your information:

1. Click Preparer in the upper menu bar, then click Edit My Preparer Information.

To use the preparers tab:

1. Click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. In the preparers tab you can:
• Click Add New Preparer to add a new preparer.
• Click the Pencil icon to edit a preparer.
• Click Inactive to remove a preparer from the active list.
2. If you add a new preparer or edit a preparer, a dialog box with four sections will appear – Preparer Info, Electronic Filing Info, Permissions, and Invite:
• In the Preparer Info section, you can add to or edit:
• Basic Information
• Address
• Contact Information
• In the Electronic Filing Info section, you can add to or edit:
• E-filing Information
• Credit Card Information
• In the Permissions section, you can add to or edit:
• Preparer’s Permissions
• In the Invite section, you can add to or edit:
• Preparer Invitation