Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- In the individual module of Lacerte is there a way to change the preparer on a large group of returns?
In the individual module of Lacerte is there a way to change the preparer on a large group of returns?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
DEB6
Level 1
11-17-2021
03:11 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We have a preparer that is no longer with us and are looking for a quick way to change the preparer name on a large group of returns at one time.
Labels
1 Comment 1
DatabaseRobert
Level 4
12-28-2021
12:40 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
See also these threads, asking essentially the same thing:
https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/lacerte-update-preparer-f...
https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/mass-reassignment-of-prep...
Robert Kirk
LTUGtools
