This article applies to:

Set a Default Preparer in e-Form RS

Use the Administration menu to set a Default Preparer who will be the Preparer for all new clients.

You'll need to have permission to Add, Edit, and Delete Preparer Info
, which can be granted by your account administrator.

Select My Preparers
from the Administration
menu.

Select the Preparer who you want to set as the Default Preparer for the account.

Select Edit
.

Mark the Default Preparer assigned to all new clients in this account
checkbox.

Select Save
.

Article, 1 min read

Article, 1 min read

Article, 1 min read