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Preparer/Partner Initials not carrying forward

Issue


 The preparer/partner initials do not carry forward from the previous year to the current year (i.e. 2012 to 2013)

 


Resolution


1. In ProFile, go to Options > Module.

2. Make sure the 2013T1/TP1 tab is selected on the top left.

3. In Options Module 2013 go down to the options section and deselect Update prepare information on Info form.

 * When this is selected it overrides last year?s info with the info on the Preparer tab in Options Environment.

** For Premier users only: If there is an Options Package being used, go to Options > Options Administration and choose the Options Package being used and click on Save.


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