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    • Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more Lacerte Hot Topics here.
    Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more Lacerte Hot Topics here.
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    How do yoo change the prepares's lilcense form CPA to Ea on the 3596 part 1 line C?

    phyllishorsley
    Level 1
    ‎12-07-2019 01:19 AM
     
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    George4Tacks
    Level 15
    ‎12-07-2019 01:19 AM

    Settings > Options > Preparers > Find the preparer and Modify. There are two places to designate - one on the left for Designation and one on the right for Exclusion Code (New York ONLY).

    Also, be sure you have the proper preparer selected in Screen 1. 


    Answers are easy. Questions are hard!

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    3 Comments 3
    George4Tacks
    Level 15
    ‎12-07-2019 01:19 AM

    Settings > Options > Preparers > Find the preparer and Modify. There are two places to designate - one on the left for Designation and one on the right for Exclusion Code (New York ONLY).

    Also, be sure you have the proper preparer selected in Screen 1. 


    Answers are easy. Questions are hard!
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 01:19 AM

    On the CA Due Diligence?   It wont let you just mark the other box?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 01:19 AM
    Ohh, this is Lacerte...sorry.  It appeared under ProSeries...….I have no clue how Lacerte works.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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