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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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- Update Preparer Field in Bulk
Update Preparer Field in Bulk
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Anne70
Level 1
Tuesday
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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
Thursday
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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.
