itonewbie
Level 15
03-30-2023
07:19 PM
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@Minority Tax Pros - DMV You're on the wrong screen.
As mentioned in my response earlier, you need to go to General > Client Information. Then, you scroll down to Miscellaneous Info. There, you will see a line for Preparer. From that dropdown, you will be able to select one of the preparers you have already set up under Settings (i.e. the Gear icon in the bottom of the left panel) > Preparer Information.
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Still an AllStar
Still an AllStar