Question
View Returns by Preparer
I would like to print a list of tax returns filed in ProConnect by the preparer. I invited each user and setup a corresponding preparer in the software so the correct preparer name displays on the tax return, but I don't see the preparer name on any of the lists (Tax returns, clients, EFile Dashboard). How can I see the returns filed by a specific preparer or user? Or how to create a client list with preparer shown in one of the columns?
There has to be a way, Im just missing it!
