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How to set up a default preparer, or create a preparer and login association?

puravidapto
Level 5

Suppose I am Zack, the alone preparer in the firm. After I added a new preparer Amy, all my returns appears to be prepared by Amy. I can go to each return and manually select the preparer, but I would like to know:

[1] Is there a way to associate the login info with the preparer, i.e. when I logs in, the preparer is Zack, and when Amy logs in, the preparer is Amy.

[2] If [1] is not possible, can I make me, Zack, to be the first or the default preparer?

Thanks a lot.

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