We also are trying to file extensions and having to change the preparer name on each client, because they are all defaulted to the person filing the extensions, who is also preparer #1 on the preparer list. We need it to be the boss, who happens to be preparer #2 on the preparer list.
I tried the solution given here, but can't comprehend what Lacerte is asking me. I went to the box "New Client Default Preparer" and it had a zero. So I put a "2" in there, which is the user whose name should be in the preparer box. It then asks "Would you like to update options for all users?" (what options?) then there are two update methods: Reset all options, or Current changes only. I've no idea what either of those things will do. Help.