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Hi all, let me welcome myself to the Intuit family. So far, things are going good with the set up. I am reviewing Pro series webinars and last year program for training purposes. I have signed up for the two day training sessions later this week.
I am at stand still in two areas: Firm/Preparer Information. I need help with: Preparer Code?, ERO Practitioner PIN?, Preparer Credentials?, Jurisdiction?, and License Number?. I can't find any information to assist me with these administrative actions. I am only using the Basic Pro Series for this tax filing season. I have looked at the billing screen and it is my intent to charge a flat fee. I followed the webinar instructions about billing. Since I have not completed any returns for this season, the area is shaded grey. Will I be able to insert the cost once a live return is completed? While reviewing the previous training year program, I see that the billing screen is visible. Thanks.