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- In the individual module of Lacerte is there a way to change the preparer on a large group of returns?
In the individual module of Lacerte is there a way to change the preparer on a large group of returns?
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DEB6
Level 1
11-17-2021
03:11 PM
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We have a preparer that is no longer with us and are looking for a quick way to change the preparer name on a large group of returns at one time.
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DatabaseRobert
Level 4
12-28-2021
12:40 PM
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See also these threads, asking essentially the same thing:
https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/lacerte-update-preparer-f...
https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/mass-reassignment-of-prep...
Robert Kirk
LTUGtools
