Intuit HelpIntuit
Selecting preparers or non-paid preparers in Lacerte
by Intuit• Updated 1 month ago
This article will help you select the person who prepared the return or mark the return as Self-Prepared or Non-Paid Preparer.
Selecting the preparer:
- Go to Screen 1, Client Information.
- Select Miscellaneous Info from the Sections.
- In the Preparer field select the dropdown and choose the person who prepared the return.
- 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.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- How to add Alternate Paid Preparer: Firm Information [O] in Lacerteby Intuit•4•Updated December 04, 2023
- How to add, delete, or modify a Preparer in Lacerteby Intuit•153•Updated 2 years ago
- Entering and allocating guaranteed payments in Lacerteby Intuit•229•Updated August 19, 2024
- Lacerte REP (Remote Entry Processing) pricingby Intuit•1713•Updated January 17, 2024
- Common questions about Invoice, Letter, and Filing Instructions in Lacerteby Intuit•7•Updated 1 month ago