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Level 1
October 13, 2020
Question

Adding paid preparer info to user

  • October 13, 2020
  • 1 reply
  • 12 views

How do I add a user's paid preparer information to their user profile so it prints on the returns that they prepare?

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1 reply

sjrcpa
Level 15
October 13, 2020

Settings, Options, preparer. Then select that preparer in the client information screen.

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