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Update Preparer Field in Bulk

Anne70
Level 1

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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1 Comment 1
jharvey
Level 4

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.