kbroccoli
Level 2
09-03-2024
06:06 PM
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We recently hired a new CPA at our firm, and when I entered her info into Lacerte at Settings - Primary Options - Preparers, I discovered that the slot she was entered into was apparently still assigned to a number of clients and auto-populated her name as the Staff Preparer. I ended up finding her a previously unused slot # through trial and error, but am wondering if there's a better way to do this? Can I remove a slot # from all the clients it's been assigned to when I delete a previous employee, so it's unattached and ready for a new person to take it over? Or is it better to just leave the previous employee's name in the slot it's been in so we know not to use that slot # again down the road?