mappp
Level 4
07-12-2021
05:56 PM
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I transferred a client to 2020 and the 2019 preparer note came along too. So I clicked on the old preparer note and choose "delete". Didn't work. So I opened the old preparer note and hit "Ctrl W". Didn't work. So I deleted client, went to options and unchecked the box to transfer notes with the client file. Transferred client again. Along came old preparer note. Does anyone know how to delete an unwanted preparer note?
While I was looking for answer in the community I came across discussion on "how many preparers would retire after this season". It's looking better & better!
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