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- 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
2 Comments 2
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.
DatabaseRobertL
Level 4
3 weeks ago
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In order to change the actual datum of Preparer # (or Staff Preparer), set up an ODBC connection for that year & module, open the Data1 file/Client Info table, and find-and-replace <old person's #> with <NEW person's #>, so that all "17" now say "23", for example.
Robert Kirk
LTUGtools
