Tax Preparer field versus tax signer field

s there a seperate field to indicate who prepared the return versus who is signing the return


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I assume you would like to know which of your people worked on the return although you, the CPA, will actually sign the return.

You could create multiple Preparer Codes with you as the name on all of those codes, but have your workers pick the code that applies to them. Then you could alter the Homebase to include the Preparer Code as a column and you would see whose code was entered as the worker on that file. The name on the tax return signature line would always be yours.

Unfortunately, if I remember right, ProSeries may not allow the same SSN to appear in multiple entries for the same Firm # if you are efiling. I may be wrong about that or they may have changed it. It's worth a try if that will help you.


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