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Level 2
February 1, 2026
Question

What in the heck is going on at Intuit?

  • February 1, 2026
  • 1 reply
  • 3 views

Hi All,

During my first year setup, there was a nice spreadsheet consisting of my firm information and preparer/ERO information in form of a nice spreadsheet.  I can't find it.  Any suggestions?

1 reply

Kathi_at_Intuit
Moderator
February 7, 2026

Hi @Mrmobiletaxman great to see you in the Community and thanks for posting about a spreadsheet that has the preparer/ERO information. We would reach out to ProSeries Support for help with this. They are best equipped to assist. 

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