Preparer Manager...dumb question

[Eli]

I cannot for the life of me remember how to have the preparer info flow to each new return. I keep having to go & enter it on each return. Can someone please point me in the right direction?? Thanks!!

Eli

[rfassett]

Eli - I believe you have to set it up under "preferences" for the preparer manager.

[Eli]

Ron, I've done that. It says 'enter this preparer's information on all new returns' &''enter this ERO's information on all new returns' but it doesnt do it.

Thanks for the reply :-)

Eli

[MN2V]

Ron, I've done that. It says 'enter this preparer's information on all new returns' &''enter this ERO's information on all new returns' but it doesnt do it.

Thanks for the reply :-)

Eli

New returns okay, but you want rollover returns to have it added, right? Look under rollover info.

[JRS]

Just click on options then preferences. On the preference screen, click on "Rollover Manager" and check the boxes.

[Eli]

Thanks, JRS & MN2V!! Now I feel even dumber lol..appreciate the help hope you guys have an awesome weekend & Go Cowboys!! :-)

[mcb39]

Thanks, JRS & MN2V!! Now I feel even dumber lol..appreciate the help hope you guys have an awesome weekend & Go Cowboys!! :-)

Hi Buddy.........it takes us all a while to get in the groove. I did all of that setup on my desktop last week, then had to figure it all again yesterday when I loaded to laptop. (I guess I should edit "all of us" to read "some of us"). Anyhow, glad to see you again.