How to manually add paid preparer information in the Paid Preparers Database in Simple Tax 1040

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16 STEPS

1. Click Preparer

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2. Enter a Preparer ID, that can be letters or numbers, click Add

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3. Enter the Preparer Name

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4. Enter the Preparer's PTIN

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5. Enter the Firm's Name

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6. Enter the Firm's Address

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7. Enter the City

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8. Enter the State

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9. Enter the Zip Code

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10. Select the Preparer Type

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11. Enter the Office Phone Number 

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12. Enter your Cell Phone Number 

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13. Select the Cell Phone Carrier

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14. Enter your Email

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15. Click Save

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16. Click Close

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Here's an interactive tutorial

https://www.iorad.com/player/1691150/Software-Setup-Wizard-for-Preparer

 The Paid Preparers database stores information tax return preparers. Simple Tax 1040 uses this information to populate the preparer information section of Form 1040 and the preparer information section of any state tax form.

To ADD new information to the Paid Preparers Database, follow these steps:

  • Click the Database menu and then click Paid Preparers.

  • The Paid Preparers screen will display. Type the new preparer ID in the Preparer ID field and then click the Add button.

  • The Paid Preparers Information window will open.

  • Select the Self Employed option the preparer is self employed.
  • In the Preparer’s SSN field, type the preparer’s Social Security Number. If using Simple Tax 1040 2011 or above, this field may not be available.
  • In the PTIN field, type the preparer’s Personal Tax Identification Number. Information entered here will print on the bottom of Form 1040.
  • Type the preparer’s name in the Preparer’s Name field.
  • Type the firm’s Name, address, and office phone number in the appropriate fields.
  • Type the preparer's cell phone in the Cell Phone field and then select the cell phone carrier from the Cell Phone Carrier drop box.
  • Type the preparer’s e-mail address in the Email field.
  • Click the Capture Signature button to capture the preparer’s signature with your signature pad or mouse.
  • Click Remote Sign to sign remotely through cell phone or email, this will set the Remote Signature Feature.
  • 13.  Once you have completed entering information, click Save to add the information to the database.

To EDIT information in the Paid Preparers Database, follow these steps:

  • Click the Database menu and then click Paid Preparers.

  • The Paid Preparers screen will display. Under Preparer Name, click the employer you want to edit and then click Edit.

  • Once you have finished editing the employer information, click Save.

To DELETE information stored in the Paid Preparers Database, follow these steps:

  • Click the Database menu and then click Paid Preparers.

  • The Paid Preparers screen will display. Under Preparer Name, click the employer you want to delete and then click Delete.

  • Click Delete in the Database Delete window to confirm that you want to delete the employer.

by Jai Ramirez