Manage your company's tax preparation team, register PTIN holders, assign preparers to client returns, and oversee professional credentials and account permissions.
Monitor preparer verification, manage access to tax preparation tools, and maintain organized company records. All federal and state electronic filings require final review and authorization by the company's designated EFIN holder.
The company switch exists only for interface testing. In production, a user's company and permissions will come from the secure login and backend. Switching company records in the browser will not be permitted.
PREPARER OVERVIEW
Company preparer directory and onboarding
Total Preparers
0 Company sample recordsVerified PTIN Status
0 Demonstration statusesPending Onboarding
0 Invited or pending verificationDirect Deposit Setup
0 Demonstration completion countPTIN LICENSE SEATS & REASSIGNMENT
Invited, pending and active preparers reserve seats. Deactivated preparers release seats; historic return records are retained. Company limits are verified on the server when connected.
Preview allocations and purchases do not create real licenses. Seat activation and payment confirmation must be performed by the backend.
PREPARER COMPENSATION & BANKING
All internal Noble preparation fees are deposited directly into Noble's corporate business bank account. Noble's payroll department handles the preparer compensation calculation and Friday payout process.
Noble Libertas VI Corporation
85% preparer / 15% Noble
Friday payroll prepared by Noble. Authorized staff disburse payments through the company banking app.
COMPANY PREPARER DIRECTORY
Review preparer assignments and account setup requirements
| Preparer | Account | PTIN Status | Compensation | Payment Setup | Assigned Clients | Action |
|---|
PREPARER ONBOARDING REQUIREMENTS
Documentation and approval steps needed before production access
Record authorized preparer profile, company membership and account role.
Review the applicable tax-year PTIN confirmation through the secure verification process.
Review applicable company contracts, procedures and assigned training.
Preparer completes secure bank enrollment for payroll payments.
Authorized company administration reviews the completed onboarding.
Collected fees are reconciled, compensation calculated and authorized payments issued.
RELATED MANAGEMENT TOOLS
Production versions of these pages will use the same authorized company, preparer, client, return, bank settlement and payroll records. They are not yet database-connected.