How to set preparer settings


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

Step 1 image

2. Click Settings

Step 2 image

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

Step 3 image

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

Step 4 image

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

Step 5 image

6. Click Save Changes

Step 6 image

7. That’s it. You’re done.

Step 7 image

Here’s an interactive tutorial—How-to-set-preparer-settings


September 7, 2021
Was this article helpful?