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
- :
- View Client List
View Client List
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Anna7
Level 1
05-05-2020
10:53 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I had changed the view and can see only my clients (as a preparer) and not the entire firm. I need to undo it, so I can access the entire firm clients. I can not find how to do that.
How do I do it?
Tnx in advance
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
kgreen8393
Level 5
05-05-2020
11:56 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
On the main clients tab, there is a filter column on the left. Click on the preparers folder. If you click on the word preparers, it should show all clients and will no longer show only your returns as a preparer. I hope this works for you.
