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No. The EFIN is for the office location. New Location = New EFIN. Just add a new preparer
https://accountants-community.intuit.com/articles/1607902-add-delete-or-modify-a-preparer
No. The EFIN is for the office location. New Location = New EFIN. Just add a new preparer
https://accountants-community.intuit.com/articles/1607902-add-delete-or-modify-a-preparer
If the principals, responsible parties of the EFIN holder change, then you need to change that with IRS. Otherwise, as Grorge said, just add a preparer in Lacerte.
I'm unable to modify or delete an existing preparer. On the Setup screen, the box to Modify/Delete is grayed out. I am a new Lacerte user and my EFIN application with the IRS is in process. Is this reason I cannot modify or edit this information. It currently shows only the preparer's first name.
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