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Preparer

Updated: 2024-03-22

Under TaxFolder Account Settings, Staff can change Preparer settings that affect their own account. 

See also the help topic Updating Organization and Preparer Email and Phone Number in TaxFolder.

Changing the name, phone number and address on this page DOES NOT change the contact information in your TaxCycle Account used for purchasing TaxCycle. Please sign in to your account at www.taxcycle.com to update that information. See also How to Change the Email Address Associated with Your TaxCycle Account.

Your Information

Review your personal information under Your Information on the Preparer page. This is populated from the information in your TaxCycle Account when you first sign in to TaxFolder or when you are invited to TaxFolder by an administrator as a team member.

  1. Update your First and Last Name. The Preparer name is used in emails and displayed to the client.
  2. Update your Address.
  3. Update your Phone Number. For numbers outside of Canada, verify the country code.
  4. Choose the default Account Language for your own profile using the drop-down menu.
  5. Click Save.

Screen Capture: Updating Preparer Information in TaxFolder

Profile Photo

If you wish to show your photo on pages where your clients interact with you in TaxFolder, upload a photo to your account in the Profile Photo section of the Preparer page.

  1. Click Upload Image to choose a photo.
  2. Use the zoom slider to change the size of the image if required. The zoom slider only appears when you upload a new profile image.
  3. If you want to remove the photo, click the red bin icon.
  4. Click Save.

Screen Capture: TaxFolder Upload a Profile Photo