Tax preparer information

The name and address of the tax preparer will appear exactly as entered on the client letter, the invoice, the authorization forms and the efile forms, if any.

The address will also be used as the "c/o" address on page 1 of the T1 tax return (see the keyword Care-of), if the option selected for the keyword Mail-Address was the accountant's address. (Note that Mail-Address can be used in a client's data to override the address entered in this setup.)

This same address will be printed on the fourth page of the T1 and TP1 forms if you selected Professional tax preparer as the setting for the Type of preparer of tax returns option of the printing defaults, within the user's defaults menu.

The address information setups are intended to provide you with default values. These may be overridden on an individual basis using the Firm-Address keyword which, incidentally, can also be set to Never show address of firm.

You may set up two distinct addresses for the tax preparer, namely the main address and an alternate address.

• Main address of tax preparer

  This should be the address used most frequently. Simply enter all available information in the fields provided to that end.

• Alternate address of tax preparer

  This allows you to set up a different address to be substituted to the main address at your convenience. Fill out the alternate address information in the same fashion as for the main address, then select the condition under which you would like the alternate address to be used.

• Identification numbers

  Enter all information available, where applicable.

For tax preparers who are discounters, the Discount keyword may also be used to indicate which address is appropriate.