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Add a field for a midlevel preparer

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Add a field for a midlevel preparer

CartmellCPA

We have a system where a staff member prepares the  return, a tax manager reviews the return and then a partner signs the return.  We need a field for a midlevel preparer.  As of now, we can only assign a staff preparer and the signer/preparer.


Surely there are many other firms with this issue?

Status: New
Vote now if this is a good idea
3 Comments
cpa4ski
Level 1

great idea we have the same issue and need

TaxGorilla
New Member

We have a similar situation and a new field for a midlevel preparer would be helpful.

Suzcon1
New Member

This would be extremely helpful.

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