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Level 2
September 25, 2024
New

login credentials should default to the matching preparer code

Related products:ProSeries
  • September 25, 2024
  • 0 replies
  • 1 view

When I login using my unique user and password credentials , it would be so helpful  if the tax return I then created would recognize me as the preparer by default, using MY preparer code rather the " 01" default user which then needs to be changed. It's just one more step , but in a busy tax season it sometimes gets forgotten, it  would be nice to not have to think about that, esp. since there is a commission element in our firm to pay preparers.

 

I posted this years ago and still no option for this .