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.
EFIN has been assigned by IRS and registration with Lacerte has been accepted. Still can't modify Firm Info or Preparers under settings. I'm a single user with Admin rights. All info that needs to be entered, including FEIN and EFIN, cannot be entered. I was informed by Lacerte support that once EFIN is registered then info can be modified and updated (see prior posts for details). I'll try Lacerte support again. In the meantime, please help me if you can. I've got a ton of client info to input, but I'll be damned if I'm going to pay for anymore REP until this is resolved. Thanks. Joe
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