How to enter a preparer profile on a form in CCH® IntelliForms® 2015

Issue

I want to enter my preparer profile on a return

Resolution

To enter a preparer profile on a return:

  1. Open the return.
  2. Click the Apply Profile button.
  3. In the Select Profile to Apply window, click the Preparer tab.
  4. Select the Preparer profile that you wish to apply.
  5. Click the Enter on Form button. 
  6. In the Apply Profile window, mark the forms that you wish to apply your Preparer profile to, and click Apply Profile.
  7. The preparer information is now entered in the preparer section of the selected forms.
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 Solution Id rp8570
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