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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Automatic Change Back to Default Preparer
Automatic Change Back to Default Preparer
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Taxninja007
Level 1
06-17-2021
09:52 AM
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For some reason, on both business (all forms) and personal, the software has been changing the return preparer back to the default preparer when being proforma'd over to the next year. Has anyone else seen that their default preparer (preparer #1) shows up as the preparer on an existing client's return after the proforma to the next year without manually changing the preparer?
Any ideas of what could be the cause or if this is actually a glitch in the proforma?
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George4Tacks
Level 15
06-17-2021
02:34 PM
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How early did you do the proforma? Is this something happening if you do it now? It is not unusual for the early releases to be very buggy, but I have never experienced that particular item.
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