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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.
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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- Re: Update Preparer Field in Bulk
Update Preparer Field in Bulk
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Anne70
Level 1
07-23-2024
04:57 PM
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Hi, is there a way to update the Preparer field on clients in bulk? We have a partner who left and we need to update all her clients. Thanks
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jharvey
Level 4
07-25-2024
02:22 PM
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Not exactly, but you could go Settings>Options>Preparers and edit that preparer name/SSN/etc. to be a different preparer and that would be applied to all of the tax returns with that preparer selected.
