itonewbie
Level 15
03-30-2023
01:24 PM
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This is what George meant:
1) Go to General > Client Information;
2) On the input screen, scroll down to the section for Miscellaneous Info;
3) On the line for Preparer, select the preparer from the dropdown box.
As you already know, just because someone is assigned to a return, it doesn't mean that person is the preparer. Ultimate, the person to be listed as the preparer is the one who signs the return and meet the definition under §301.7701-15(b)(1).
Signing tax return preparer. A signing tax return preparer is the individual tax return preparer who has the primary responsibility for the overall substantive accuracy of the preparation of such return or claim for refund.
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