Selecting preparers or non-paid preparers in Lacerte

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:

1. Go to Screen 1, Client Information.
2. Select Miscellaneous Info from the Sections.
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.