abctax55
Level 15

If you mean the preparer file, that needs to be downloaded/installed for each year.  It doesn't *transfer* from year to year.

If you mean the 'preparer' assigned to each client in Screen 1; I don't know as I am the only 'preparer' in my small office AND I've only transferred a handful of clients so far.

"*******Tax software is no substitute for a professional tax preparer*******
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