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Level 2

Profile T1: How to modify Preparer Info

Hello,

 

We have multiple preparers, and each preparer's info is entered into: Options/Environment/Preparer

 

I created a return on my computer (Preparer-A) and when the same return is opened by a different user (Preparer-B), the return still shows Preparer-A.

 

How to enable/permit so that the return shows the current Preparer info and not the original/creator Preparer?

 

Thanks.

Solved
Best answer November 17, 2020

Best Answers
ProFile Team

Profile T1: How to modify Preparer Info

Hi, thank you for using Intuit ProFile Community

If you use an options package uncheck the option to include preparer information. Also check the properties in a file to see if the current user information is showing in the properties actions

Hope this helps

View solution in original post

1 Comment
ProFile Team

Profile T1: How to modify Preparer Info

Hi, thank you for using Intuit ProFile Community

If you use an options package uncheck the option to include preparer information. Also check the properties in a file to see if the current user information is showing in the properties actions

Hope this helps

View solution in original post