Bill Mancini
Level 1
01-07-2021
09:57 AM
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we enter a preparer name in the staff preparer input in the client information screen for every return. We do this so we know what staff member is preparing the returns, tracking, etc. Does anyone know if there is a way when transferring clients to 2020 that the information (preparer name) in this field will not carryforward to 2020? Otherwise we have to go into each client and delete the name in 2020 program.
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