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How to add Alternate Paid Preparer: Firm Information [O] in Lacerte
by Intuit• Updated 1 year ago
Follow these steps:
- Select the dropdown menu (Ctrl-T) in the field for Name (code 34) in the e-File Misc screen.
- Partnership, Screen 4
- S-Corporation, Screen 3.2
- Individual, Screen 4.4
- Corporate, Screen 4.2
- Fiduciary, Screen 2.2
- When the dropdown menu appears, right select on the list and choose the Add option by selecting Add.
- This will bring up the Firm Info box to add multiple firms and preparers.
- Once the information is complete, select OK and the information will become available to all clients.
- The Alternate Paid Preparer: Firm Information [O] and Preparer [O] are only utilized for e-file and will not print on the paper copies of the return.