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How do I add an unpaid preparer to Lacerte Tax?

Level 1

I want to set up an upaid preparer in Lacerte Tax?

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1 Comment 1
Level 15

Screen 1 > Miscellaneous Info > Select the Preparer > For Prepared by select Non-Paid Preparer

You do have to add the preparer, including PTIN in Settings > Options > Preparers

The issue of Non-Paid Preparer is discussed here https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/when-to-use-non-paid-prep...


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