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
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.
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Idea Exchange
- :
- Update Multiple Staff Preparers
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Update Multiple Staff Preparers
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Update Multiple Staff Preparers
Update Multiple Staff Preparers
Submitted by Paul Chen on 02-14-2024 01:00 PMIt is time consuming to go into the each client detail, client info screen to update the staff preparers (new hires, reassignments, etc.). I suggest adding a way to batch select clients and update the staff preparers. Similar to how we can Select multiple clients, hit F4 to apply same status to all selected clients.
Find more ideas labeled with
Post comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.