BEING THE CONSULTANT

SALEEMBROTAX

WHAT SHOULD INFORMATION SHOULD I ASK FROM MY CUSTOMER OR CLIENT ABOUT TAX RETURN FILLING PURPOSES

Taylor

Hello SALEEMBROTAX,

If you're a tax professional, click on the MISC menu and select Paid Preparer to enter your information and the due diligence checklist on the Paid Preparer screens. If you have additional questions about where to enter your client's tax forms into the software, please reach out to our Support Team inside your account with us.