Idea: Need Proconnect "assignee" to auto populate when tax "preparer" added to return in "client info" area. We have 690 “unassigned” returns currently. I am fairly good at updating things & still had many hidden in unassigned section at extension time to find.

1> Where you find the “Select Assignee” hidden in Proconnect screen in “Tax Return” lookup area. PROCONNECT> TAX RETURNS> (LOOKUP CLEINT NAME)

When the assignee is properly labeled, we can see a grouping of all returns by each preparer in Proconnect and determine e-file acceptance, rejects, & extensions, etc. easier for our various clients only. Our “Not Assigned” is 690 currently. Many miss this input during client setup and might accidentally miss tax extensions, etc. since the client will not show up on their individual lists /groupings when not assigned to them properly. Either auto populate "assignee" or add it under the "Preparer" input in general screen so we can find its input is easier.