Trying to change phone number as tax preparer. When I built my tax return for a client in pdf format it still shows my old phone number. Why is this happening?

Went under Options, Environment and changed my phone number, but still shows old number.

Answer

After you make the change in Options Environment, please go to the Info form of the return. Scroll down to the Preparer Information section and right-click anywhere in that area and click on Update Preparer Information. This will update any changes made in Options Environment for Preparer. This process applies to Preparer, Discounter and Trustee tabs in Options Environment as well.

If you prefer ProFile to pick up any changes made in Options Environment for New Files automatically by default, please go to Options > Module and scroll down to the "New Files" section and check the Option to "Update Preparer information on Info form (using the information from Options/Environment).

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