Solved
How do I login client into program to assign to a preparer?
No text available
This topic has been closed for replies.
I am not clear on your question, so here are some suggestions:
- Across the top use Settings > Options > Preparers (tab) - Add all your preparers there and be sure to complete all of the information for each one.
- In the 1040 (and for all modules) Screen 1 > Miscellaneous > Preparer - there is a drop down to then select preparers that were set up in #1, above. Click the link at the bottom of the screen for the link in #1 for nice pictures.
- Get login for each user https://proconnect.intuit.com/community/help-articles/help/manage-users-for-lacerte/00/4897
Add a comment below, if you need more help.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
