ProWeb: How to Change the Preparer on a Return

To change the preparer on a tax return in TaxSlayer ProWeb, from the Welcome Page select:

• Client Search
• Locate the tax return you wish to 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.

Additional Information:

ProWeb: Adding Preparers in Configuration