ROLL OVER OF PREPARER INFO

[michaelmars]

Anyone able to do this? the instructions say you can but i can't get it to work. do i have to reenter all the firm id and efile stuff again?

[BulldogTom]

It worked fine for me. What you do is roll over one return and a dialog box will come up asking if you want to roll over the prior year information. There are 5 choices that you can click. I forget what they all are, but I am sure Preparer and billing rates come over.

Tom

Lodi, CA

[Pacun]

I think the forms are not ready yet and that's why you don't roll over properly.

[taxit]

Anyone able to do this? the instructions say you can but i can't get it to work. do i have to reenter all the firm id and efile stuff again?

Look up knowledge base #15811 on My ATX. I had the same problem and this fixed it. I tried to copy & paste it on this reply , but it did not work.

[michaelmars]

THANKS. After a reboot it worked, guess the program was doing something in the backround when I tried the first 3 times.

[mcb39]

Yes, it's been a long couple of days. I just installed and updated program on second computer. After I had entered all of the preparer info (again) because I could not find the way to roll it over; all I had to do was roll over one return (mine) and all the info was there. Now I have two preparers and they are both me.

[Eli]

Yes, it's been a long couple of days. I just installed and updated program on second computer. After I had entered all of the preparer info (again) because I could not find the way to roll it over; all I had to do was roll over one return (mine) and all the info was there. Now I have two preparers and they are both me.

Maybe things will get done twice as fast now, Marilyn :-)

[mcb39]

Maybe things will get done twice as fast now, Marilyn :-)

Good friendly shot there, Eli. I was hoping that was going to be the case.