Set up preparers and preferences

Follow these steps to create preparers or to modify default information for existing preparers in your firm. New preparers can be added at any time. The following settings are preparer specific and will be applied to all new plans subsequently assigned to that preparer. You can change these settings on a plan-by-plan basis when adding a new plan.

  1. If a plan is currently open, close it.
  2. Choose Tools > Setup Preparers.
  3. In the Preparer Options dialog, do one of the following steps.

    • To add a new preparer, click the Add button and enter preparer's name in the Name field.
    • To modify an existing preparer, highlight the preparer's name in the list and click the Edit button.
  4. To change print options, do the following steps in the Print defaults group box.

    1. Select one of the following options.

    2. Select a report layout from the drop-down list.
    3. If you are licensed for FileCabinet CS, select a FileCabinet CS folder year for backing up data.
  5. In the Plan Defaults group box, change the desired application defaults for all new plans added by the preparer.
  6. In the View and Navigation group boxes, customize how the preparer views and navigates in Planner CS. For example, if the preparer prefers not to view the Planner CS toolbar, clear the Show toolbar checkbox. Or, to use the ENTER key to move between fields in Planner CS, ensure the Enter key moves between fields checkbox is marked.
  7. In the Name to appear on letter field, enter the name of the preparer as it should appear in letters to clients.
  8. Click the Enter button to save the settings for the new or existing preparer.
  9. Repeat steps 3 through 8 for any other preparers.
  10. Click Close when you are finished.

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