Level 15

This is not a normal feature of Lacerte. I would be inclined to just replace the prior preparers information with the new preparers information. This is for 2019 tax returns, all prior years could be left alone. In prior years add the new preparer with a new preparer #, so if they do an amended or prior year return they would be #16 instead of #X, which would be the prior preparer.

 


ex-AllStar