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Proforma Ability to Keep Preparer (Signer) but Delete Staff Preparer

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Proforma Ability to Keep Preparer (Signer) but Delete Staff Preparer

george9

When Transferring clients to new tax year (Proforma), there is an option under custom settings, to transfer or not transfer Preparer Number, if you select this it deletes the preparer (Person signing the return) as well as the staff preparer.  This creates a lot of work to have to re-input the preparer (person signing the return) on all clients again.  The prepare (person signing the returns - rarely ever changes) but the STAFF PREPARER changes each year quite frequently.  It would be very helpful and time saving if you had the ability to not transfer the staff preparer but keep the preparer (person signing the return).

Status: New
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