When there are multiple persons in your tax office (or practice)... How do we change the Preparer's Name on an Intuit ProConnect™ tax return?

Forum|Forum|3 years ago
March 30, 2023
1 reply
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ProConnect Tax

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Best answer by itonewbie

@itonewbie . So you're explaining that the following sequence is incorrect?

•"Tax Returns" Tab (on left side)

•Select Client's Return - by clicking Action > "View Return"

RETURN OPENS

•Input Return Tab

•General Tab (on left side)

•Client Information > Miscellaneous Info. > Then scrolling to "Preparer Name" field.

If this pathway is incorrect, I'm not sure where else to locate ---> General > Client Information, etc.

George4Tacks

Level 15

Client Screen > Misc > pick from drop down

Answers are easy. Questions are hard!

M

Minority Tax Pros - DMVAuthor

Level 3

@George4Tacks. Greetings,

EXACTLY what "client screen" are you referencing?

FYI... Shortly after creation of the tax return, the return was "assigned" to the preparer who is actually working with the client. However, my name [office manager] is showing up on the return as the "preparer" (which is incorrect).

itonewbie

Level 15

This is what George meant:

1) Go to General > Client Information;

2) On the input screen, scroll down to the section for Miscellaneous Info;

3) On the line for Preparer, select the preparer from the dropdown box.

As you already know, just because someone is assigned to a return, it doesn't mean that person is the preparer. Ultimate, the person to be listed as the preparer is the one who signs the return and meet the definition under §301.7701-15(b)(1).

Signing tax return preparer. A signing tax return preparer is the individual tax return preparer who has the primary responsibility for the overall substantive accuracy of the preparation of such return or claim for refund.

---------------------------------------------------------------------------------Still an AllStar

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