Eli Posted January 17, 2008 Report Posted January 17, 2008 on the return without having to manually go to the preparer manager tab and enter it. I've set it as an option, but I still have to go in each time I do a return to enter it. Thanks! Eli Quote
zeke Posted January 17, 2008 Report Posted January 17, 2008 close return, preparer manager, preferences. hope this helps. Quote
Eli Posted January 17, 2008 Author Report Posted January 17, 2008 close return, preparer manager, preferences. hope this helps. Thanks, Zeke. I've tried that several times. I just keep having to go in manually to do it each time. Eli Quote
HV Ken Posted January 17, 2008 Report Posted January 17, 2008 If you change it in the preferences, it will do it automatically for each new return you create. I believe there is also an option to make this the default on rollovers. Neither of these will have an impact on existing returns. For example, if you already rolled over your entire 2006 database into the 2007 program, you're too late. I certainly hope you, or anyone for that matter, does not do this. The best practice from my experience is to perform just in time rollovers. Hope this helps. Quote
txyank Posted January 17, 2008 Report Posted January 17, 2008 Thanks, Zeke. I've tried that several times. I just keep having to go in manually to do it each time. Eli Eli Make sure there is no blank line above your entry. That happened to me and it worked fine after I deleted that . Quote
Booger Posted January 17, 2008 Report Posted January 17, 2008 HV, I agree. Just in time rollovers is the way to go. Booger Quote
Eli Posted January 17, 2008 Author Report Posted January 17, 2008 If you change it in the preferences, it will do it automatically for each new return you create. I believe there is also an option to make this the default on rollovers. Neither of these will have an impact on existing returns. For example, if you already rolled over your entire 2006 database into the 2007 program, you're too late. I certainly hope you, or anyone for that matter, does not do this. The best practice from my experience is to perform just in time rollovers. Hope this helps. Thanks for the heads up, but I NEVER rollover any returns I will not be working on immediately. I'll keep tinkering with it. Thanks again!! ELi Quote
bigdadder Posted January 17, 2008 Report Posted January 17, 2008 Eli-----Make sure you highlite the preparer(yourself) you want to appear on any return you open before going to preferences to choose that preparer to appear. Bigdadder Quote
Eli Posted January 17, 2008 Author Report Posted January 17, 2008 Eli-----Make sure you highlite the preparer(yourself) you want to appear on any return you open before going to preferences to choose that preparer to appear. Bigdadder Thanks for all the help. I had forgot to check off a box for the rollover returns. Silly me!! Thanks again! Eli Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.