To change the preparer on a tax return in TaxSlayer ProWeb, from the Welcome Page select:
- Client Search
- Locate the tax return you wish the change the preparer on
- Click the Tools dropdown menu
- Select Change Preparer
- Select the new preparer from the dropdown menu, then click Continue.
- The preparer on the tax return has now been changed.
If you have a return that was created by a Data Entry Only preparer (a preparer without a PTIN in configuration), you also have the ability to change the preparer on the Submission page.
Once you get to the Submission page, click the Change Preparer button at the top:
You will be directed to the same menu as above. Select the new preparer from the dropdown menu, then click Continue.