Selecting preparers in ProConnect Tax

Selecting preparers or non-paid preparers:

1. Go to Input Return > General > Client Information.
2. Scroll down to the Miscellaneous Info section.
3. In the Preparer field select the dropdown and choose the person who prepared the return.
4. In the Prepared by field select one of the three options:
   • Firm indicates this return was a paid tax return and the Firm and Preparer information will print on the tax return.
   • Non-Paid Preparer: Select this to have the Paid Preparer Use Only section grayed out and print Non-Paid Preparer.
   • Self-Prepared: Select this to have the Paid Preparer Use Only section grayed out and print Self-Prepared.

Follow these steps to add an Alternate Paid Preparer:

1. Go to Input Return ⮕ General ⮕ Electronic Filing
   • For Individual returns select e-file PDF/Miscellaneous.
2. Scroll down to the Alternate Paid Preparer section.
3. Enter the Firm/Preparer information.
   • The Alternate Paid Preparer: Firm Information and Preparer are only utilized for e-file and will not print on the paper copies of the return.