This article applies to:

Change a Preparer's assignment to a client in e-Form RS

Use the Clients
menu to change the Preparer assigned to a client or remove the assignment to leave the client without an assigned Preparer.

Select My Clients
from the Clients
menu.

Select a client from the list, then Edit Client
.

Select a different Preparer from the Preparer
drop-down list.

tip

If you want to remove the Preparer but not assign a different Preparer, select No Preparer
.

Select Save Changes
.