My Preparers in e-Form RS

Learn about how you can use the My Preparers screen to manage Preparers.

Manage Preparers

If you've the necessary permission, you can use My Preparers screen to carry out the following tasks:

Add a Preparer

Edit a Preparer

Delete a Preparer

Set a Default Preparer for your account.

After you've added a Preparer, you can use the My Clients
screen to:

Assign a Preparer to a a client

Change a Preparer's assignment to a client

Only administrators can grant permission to other users to manage Preparers.