Staff

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Use the Staff dialog to enter name, contact, and other information for staff members. When you mark the Set as default staff member checkbox, information entered here automatically transfers to new tax forms and client documents that contain fields for preparer information.

Note: Information does not transfer to forms and documents saved to a client before you marked the Set as default staff member checkbox.

To add a new staff member, click the Staff button in the navigation pane and choose File > New > Staff, or click the New Staff New Staff button button. To open an existing staff member, choose File > Open Staff, or double-click the staff name in the list pane.

Once you have added staff, you can click the Staff button to view all staff members in the list pane.

Fields & buttons

Staff Identification group box

Enter the staff member's first name, middle initial, and last name.

Enter the staff member's Social Security (SSN) number in ‹nnn-nn-nnnn› format. Enter the Preparer Tax Identification Number (PTIN).

Enter the representative's IRS-issued Centralized Authorization File (CAF) number in this field. A CAF number entered in this field will automatically transfer to forms that contain fields for default staff member information.

Enter the client's email address (using a maximum of 35 characters).

Click the Email Email button button to open a new email containing the address entered in the Email field.

Mark this checkbox to have the application automatically transfer this information to new forms and documents that contain fields for default staff information. To find out how this is done, see Setting a default staff member.

Phone Numbers group box

Enter the area code and phone (with extension)/fax numbers.

Address Information group box

Enter the staff member's street address. Information entered here is used for Third party designee and Power of Attorney.

Enter up to 25 characters of text in the City field, or select the city from the drop-down list of previously-entered cities. Enter the two-letter state code in the State field, or select it from the drop-down list. Enter the five-digit or nine-digit zip code, or select it from the drop-down list.

Print Options group box

Mark this checkbox if you want the application to mark the corresponding box on tax forms assigned to this preparer.

Mark this checkbox if the current preparer is the designee for IRS contact, and enter the designee's preparer identification number (PIN) in the field.

When you mark this checkbox, address information automatically transfers to corresponding fields on Form SS-4. Additional information, such as phone number and designee PIN, transfers to corresponding fields on other tax forms.

Mark this checkbox to have the application print the preparer's signature in the Preparer's signature field of the signature block on tax forms for which the taxing authority has indicated that a printed preparer name will be accepted as the preparer's signature.

Mark this checkbox to have the application print today's date in the Date field of the signature block on applicable tax forms.

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