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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.
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- Limit Preparer to person who worked the return?
Limit Preparer to person who worked the return?
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durban79
Level 1
11-04-2021
12:28 PM
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In screen 1 you can select a preparer as the signer of the return. Is there a way to limit who can select as the preparer?
Ex: is there a setting where I can only select myself as preparer if I am working a return? And I cannot select someone else in my office as the preparer?
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