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userrepres
Level 1
February 15, 2021
Question

Does Proconnect allows to different preparers/signers?

  • February 15, 2021
  • 1 reply
  • 2 views
Change signer of returns.
This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
February 16, 2021
  1. You first need to add the alternative preparer's details under Settings (in the left-bottom corner)> YOUR FIRM > Preparer Information; and
  2. In the return, under General > Client Information, scroll down to the Miscellaneous Info section, and select from the dropdown for Preparer the person who's the preparer of that return.

 

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