Assign a Preparer to a client in e-Form RS

Use the
Clients
menu to assign a Prepare to a client.
  1. Select
    My Clients
    from the
    Clients
    menu.
  2. Select a client from the list, then
    Edit Client
    .
  3. Select a Preparer from the
    Preparer
    drop-down list.
  4. Select
    Save Changes
    .