Populate 2848 preparer fields automatically

[Rox]

Another task is taking me longer than I like. I am preparing Form 2848 for clients and I find that I must key in all the preparer info field by field. That is information that could populate these form fields automatically. Perhaps the data transfer could be initiated with a drop-down choice for firms with multi users, although in my case I am a sole practitioner. I need every minute I can save. Not to mention, it will cut down on the possibility of typos.

[Anonymous]

Thanks for the idea to autofill or have a dropdown for preparer information on form 2848. We are changing the status to "Open for voting".

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[AMR06]

Looking for this as well. My old software, UltraTax, had this feature and it was very convenient.

[LarryHZ]

I converted over to Proconnect at the end of 2023 and it has been a burden having to manually fill out over a hundred Form 2848s just because it doesn't automatically pull in that information.