How do I enter a preparer profile on a form in CCH® IntelliForms®?
To enter a preparer profile on a form, do the following:
- Open the form.
- Click the Apply Profile button.
- In the Select Profile to Apply window, click the Preparer tab.
- Select the preparer profile that you wish to apply.
- Click the Enter on Form button.
- In the Apply Profile window, mark the forms that you wish to apply your preparer profile to, and click Apply Profile.
- The preparer information is now entered in the preparer section of the selected forms.