Eli Posted January 16, 2010 Report Share Posted January 16, 2010 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 Quote Link to comment Share on other sites More sharing options...
rfassett Posted January 16, 2010 Report Share Posted January 16, 2010 Eli - I believe you have to set it up under "preferences" for the preparer manager. Quote Link to comment Share on other sites More sharing options...
Eli Posted January 16, 2010 Author Report Share Posted January 16, 2010 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 Quote Link to comment Share on other sites More sharing options...
MN2V Posted January 16, 2010 Report Share Posted January 16, 2010 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. Quote Link to comment Share on other sites More sharing options...
JRS Posted January 16, 2010 Report Share Posted January 16, 2010 Just click on options then preferences. On the preference screen, click on "Rollover Manager" and check the boxes. Quote Link to comment Share on other sites More sharing options...
Eli Posted January 16, 2010 Author Report Share Posted January 16, 2010 Thanks, JRS & MN2V!! Now I feel even dumber lol..appreciate the help hope you guys have an awesome weekend & Go Cowboys!! :-) Quote Link to comment Share on other sites More sharing options...
mcb39 Posted January 16, 2010 Report Share Posted January 16, 2010 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. Quote Link to comment Share on other sites More sharing options...
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