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This article applies to:

  • Product: e-Form RS
  • Subject: Setup,tools

My Preparers screen

Create and edit preparer profiles on the My Preparers screen.
  1. Select
    My Preparers
     under
    Administration
     in the navigation panel.
  2. Use the options from the top toolbar to:
    • Add New Preparer
    • Edit
    • Save
    • Delete/Cancel Edit
    • Export to Spreadsheet
    • Refresh the List
    • Restore List Defaults
    • Help
  3. Edit preparer information using the fields in the preparer record form.