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Marking a return as "Non-Paid Preparer" or "Self-Prepared" in ProSeries

by Intuit•12• Updated 3 months ago

This article will show you how to mark individual and business returns as "Non-Paid Preparer" or "Self-Prepared" in ProSeries. Select the applicable tax type below for insructions.

Follow these steps to mark a 1040/1040-NR return as Non-Paid Preparer:

  1. Open the client return.
  2. Go to the Federal Information Worksheet.
    • For Form 1040, go to Part V - Return Preparer and Third Party Designee Information.
    • For Form 1040NR, go to Part IV - Filing Information.
  3. For Non-Paid Preparer, check the box labeled Non-Paid Preparer or enter XNP as the Preparer Code.

proseries-nonpaidpreparer-xnp.png

Follow these steps to mark a 1040/1040-NR return as Self-Prepared:

  1. Open the client return.
  2. Go to the Federal Information Worksheet.
    • For Form 1040, go to Part V - Return Preparer and Third Party Designee Information.
    • For Form 1040NR, go to Part IV - Filing Information.
  3. For Self-Prepared, check the box labeled Self-Prepared or enter XSP as the Preparer Code.

proseries-selfprepared-xsp.png

Follow these steps to mark the state return as Non-Paid Preparer or Self-Prepared:

  1. Open the state return.
  2. Go to the [State] Information Worksheet.
  3. Scroll down to the Paid Preparer Information section.
  4. Enter the applicable Preparer Code:
    • For Non-Paid Preparer, enter XNP.
    • For Self-Prepared, enter XSP.

Follow these steps to mark a business return as Non-Paid Preparer:

  1. Open the client return.
  2. Go to Page 1 of the applicable form:
    • Form 1120
    • Form 1120-S
    • Form 1065
    • Form 1041
    • Form 706
    • Form 709
  3. Scroll down to locate the Paid Preparer's Use Only section.
  4. Enter XNP in the small box to the left under Preparer's Signature.

Follow these steps to mark a business return as Self-Paid Preparer:

  1. Open the client return.
  2. Go to Page 1 of the applicable form:
    • Form 1120
    • Form 1120-S
    • Form 1065
    • Form 1041
    • Form 706
    • Form 709
  3. Scroll down to locate the Paid Preparer's Use Only section.
  4. Enter XSP in the small box to the left under Preparer's Signature.

Follow these steps to mark the state return as Non-Paid Preparer or Self-Prepared:

  1. Open the state return.
  2. Go to the [State] Information Worksheet.
  3. Scroll down to the Paid Preparer Information section.
  4. Enter the applicable Preparer Code:
    • For Non-Paid Preparer, enter XNP.
    • For Self-Prepared, enter XSP.
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