So to verify, I only need to add the new preparer within the Lacerte program and don't actually have to take any action with the IRS? I don't have to add the new preparer to our e-services account? Thanks!

sjrcpa

Level 15

If the principals, responsible parties of the EFIN holder change, then you need to change that with IRS. Otherwise, as Grorge said, just add a preparer in Lacerte.

The more I know the more I don’t know.

J

josephart

Level 3

I'm unable to modify or delete an existing preparer. On the Setup screen, the box to Modify/Delete is grayed out. I am a new Lacerte user and my EFIN application with the IRS is in process. Is this reason I cannot modify or edit this information. It currently shows only the preparer's first name.

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