itonewbie
Level 15
01-21-2024
04:35 PM
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The default only works on new returns you create. It also works on proforma returns so long as nothing was populated in General > Client Information, under the Miscellaneous Info, on the Preparer line in the previous year.
Switching default preparer under Settings > YOUR FIRM > Preparer Information will not change what's already entered on the return for Preparer (supposedly to preserve the integrity of the existing return).
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Still an AllStar
Still an AllStar