Edit a Preparer in e-Form RS

Use the Administration menu to edit a Preparer.

You'll need to have permission to Add, Edit, and Delete Preparer Info
, which can be granted by your account administrator.

Select My Preparers
from the Administration
menu.

The

My Preparers screen

shows a list of existing Preparers and corresponding Preparer forms.

Select a Preparer, then Edit.

Edit the fields to update the Preparer's information.

Select Save
.

This article applies to: