The IRS requires that a tax return prepared for compensation include the information about the paid preparer. In TaxSlayer Pro, the preparer code of the preparer who is logged in when a return is created is associated with the return by default.
If you need to change the preparer code on a return, select Preparer Code and then enter the new preparer number. After having done that, the information associated with that preparer will be pulled into the return.
Updating preparer information in a return
If the preparer information in a return is not up to date, either because you've changed it in configuration or because the preparer should change, you'll need to refresh the preparer information in the return. To do that, from the main menu of the tax return select:
- Personal Information
- Preparer Code - Press Enter. The preparer information in the return is now refreshed with the current information in your preparer record in Configuration.