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userrepres
Level 1
Feb 15, 2021 8:31 PM UTC
Question

Does Proconnect allows to different preparers/signers?

Change signer of returns.
This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
Feb 16, 2021 10:18 AM UTC
  1. You first need to add the alternative preparer's details under Settings (in the left-bottom corner)> YOUR FIRM > Preparer Information; and
  2. In the return, under General > Client Information, scroll down to the Miscellaneous Info section, and select from the dropdown for Preparer the person who's the preparer of that return.

 

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