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    How do I login client into program to assign to a preparer?

    susank0627
    Level 1
     
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    George4Tacks
    Level 15

    I am not clear on your question, so here are some suggestions:

    1. 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. 
    2. 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.
    3. 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.


    Answers are easy. Questions are hard!

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    1 Comment 1
    George4Tacks
    Level 15

    I am not clear on your question, so here are some suggestions:

    1. 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. 
    2. 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.
    3. 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.


    Answers are easy. Questions are hard!
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