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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Does Proconnect allows to different preparers/signers?
Does Proconnect allows to different preparers/signers?
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userrepres
Level 1
02-15-2021
02:31 PM
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Change signer of returns.
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1 Comment 1
itonewbie
Level 15
02-16-2021
04:18 AM
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- You first need to add the alternative preparer's details under Settings (in the left-bottom corner)> YOUR FIRM > Preparer Information; and
- 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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Still an AllStar
Still an AllStar
