Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Update Preparer Field in Bulk
Update Preparer Field in Bulk
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Anne70
Level 1
07-23-2024
04:57 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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
1 Comment 1
jharvey
Level 4
07-25-2024
02:22 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
