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How do I login client into program to assign to a preparer?

susank0627
Level 1
 
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George4Tacks
Level 15

I am not clear on your question, so here are some suggestions:

  1. Across the top use Settings > Options > Preparers (tab) - Add all your preparers there and be sure to complete all of the information for each one. 
  2. In the 1040 (and for all modules) Screen 1 > Miscellaneous > Preparer - there is a drop down to then select preparers that were set up in #1, above. Click the link at the bottom of the screen for the link in #1 for nice pictures.
  3. Get login for each user https://proconnect.intuit.com/community/help-articles/help/manage-users-for-lacerte/00/4897

Add a comment below, if you need more help.


ex-AllStar

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George4Tacks
Level 15

I am not clear on your question, so here are some suggestions:

  1. Across the top use Settings > Options > Preparers (tab) - Add all your preparers there and be sure to complete all of the information for each one. 
  2. In the 1040 (and for all modules) Screen 1 > Miscellaneous > Preparer - there is a drop down to then select preparers that were set up in #1, above. Click the link at the bottom of the screen for the link in #1 for nice pictures.
  3. Get login for each user https://proconnect.intuit.com/community/help-articles/help/manage-users-for-lacerte/00/4897

Add a comment below, if you need more help.


ex-AllStar

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