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Second Preparer or Preparer Assistant
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Second Preparer or Preparer Assistant
Second Preparer or Preparer Assistant
Submitted by 540 Middlesex on 11-25-2025 09:18 AMSometimes a second preparer works on a return or a preparer assistant does data entry. Right now there is no way to add a second person on 1 return. (Drake has this field)
Please add a spot for second preparer or assistant and make this field sortable. It would help with tracking who to give feedback to when mistakes are made, and it will help to keep track of the preparers or assistants if they are sharing in revenue or commission.
*Please do not tell me to make notes in Client Status, that is not sortable and you would have to look at every single return to find who helped.
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