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Desktop: Removing Paid Preparer and Firm Information from a Self-Prepared Return

In TaxSlayer Pro, if you are going to keypunch an individual tax return for a client who prepared the return themselves for the purposes of e-filing, you will want to mark the return as a self-prepared return.

From the Main Menu of the tax return (Form 1040) select:

  • Mark Return Electronic
  • Other E-File Information
  • Verify the EFIN is correct
  • Select Prepared By to toggle the selection from PREPARER to SELF.

Marking the return as self-prepared removes all of the firm information and preparer information from the return.

Additional Information:

Desktop: Preparer Code - How to Change the Preparer on a Return