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Level 3
August 4, 2022
Discussion ongoing

Paid Preparer Code

Related products:ProSeries
  • August 4, 2022
  • 1 reply
  • 2 views

Allow an option when transferring client files to new year to remove PREVIOUS year's preparer initials.

 

Every year we should have to enter this field.  Not rolled over.  In large offices, we often forget.

 

Thanks.

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1 reply

September 6, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.