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- I'm unable to correct Primary Contact Name
I'm unable to correct Primary Contact Name
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kristine vail934
Level 1
12-26-2023
12:35 PM
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2 Comments 2
abctax55
Level 15
12-26-2023
02:06 PM
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For:
Lacerte?
ProSeries?
Proconnect?
Hard to help without a bit more detail...generally that info is part of the Company info/preparer file and has to be correct by submitting the change & getting a 'new preparer file'.
But YMMV, depending
"*******Tax software is no substitute for a professional tax preparer*******
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kristine vail934
Level 1
12-26-2023
03:46 PM
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The Primary Contact in ProConnect. I've spoken with ProConnect Support and they were unable to fix. It seems to be stuck in the Intuit Accountant settings. The Contact Name is grayed out.
