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zachmoran
Level 1
January 26, 2022
Question

Delete Staff Preparer Box under client information

  • January 26, 2022
  • 1 reply
  • 8 views

How do you delete staff preparer box under the client information tab?

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
January 26, 2022

You can NOT delete the box. You may leave it empty. It is to track the employee that works with the primary. They may do the data entry, but the preparer is the name that goes on the return. 

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