DatabaseRobertL TUG
Level 4
12-01-2024
01:38 AM
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As opposed to the Name/PTIN info associated with a particular Preparer # in your Firm Info, which George already addressed...
To change the Preparer (or Staff Preparer) # itself, in the Client Info for each client:
- either use an F3/Filter (pre-built for Preparer, build your own for Staff) and go into Page1/client Info to change EACH ONE individually (not a great solution if there are more than a handful, just from the time it will take),
OR
- set up an ODBC connection for *each* year/module combination that you need to change. Open Data1/Client Info file for each, find-and-replace <old #> with <NEW #>.
Robert Kirk
LTUGtools