Print PRP or blank preparer block information

To leave the preparer block section of a client's return blank or to print the PRP preparer block information, complete the following steps.
If you are processing the return with a standard license, you need to supply Thomson Reuters with the client's taxpayer identification number. Thomson Reuters will give you an authorization code that lets you print the client's return with the blank or PRP preparer block. You can enter data without this authorization code, but you will be unable to print the return.
  1. Open the client, select
    File
    , then
    Client Properties
    .
  2. From the
    Preparer block
    field, select one of the following:
    • To leave the preparer block blank: Select
      [Blank Preparer Block]
      .
    • To print a PRP preparer block: Select the PRP preparer block you previously entered. If you have not already done so, enter the information in the
      PRP Preparer Block
      window.
  3. In the
    PRP code
    field, enter the PRP authorization code that you received from Thomson Reuters.
  4. Select
    OK
    .
  5. Print the return as usual. You may need to select the
    Print Preview
    button on the toolbar to see the updated PRP preparer block in the forms view.
    note
    • If necessary, you can print the current date in the preparer block section.
    • Firm information will continue to appear in the signature block while viewing the return in Forms View; however, the information won’t appear when previewing or printing the return. Also, if your firm has set up PRP licenses for all applications, including federal, and you want the blank preparer block for a state only return, a federal PRP code would still need to be purchased for the federal return.
    • You can omit the firm information printed in the preparer block when preparing a personal return and can print "This tax return prepared by a non-paid preparer" in the preparer block. To do so, select the personal preparer block from the
      Preparer block
      dropdown list in the File, then
      New Client
      or
      Client Properties
      window. There is no extra fee for this preparer block.

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