How to set preparer settings

  2. Office Setup
  3. How to set preparer settings

7 STEPS

1. The first step is to open TAX HOUND and click SETUP

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2. Click Settings

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3. Select the options under Preparer Settings, Preparer Preferences, and/or Client Level Settings.

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4. If you want to apply these selections to multiple preparers check this box.

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5. Select the preparers you want to apply the settings to.

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6. Click Save Changes

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7. That’s it. You’re done.

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Here’s an interactive tutorial

https://www.iorad.com/player/1854084/Tax-Hound-Online—How-to-set-preparer-settings

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Office Setup
September 7, 2021
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