Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Screens

Reassign Clients window

Show all expandable content
Use this window to assign or reassign clients to specific preparers, reviewers, staff members, or PRP preparer blocks. Note that you can reassign clients in batches, which on the ability to change the preparer, reviewer, or staff assigned to a group of clients during personnel changes at your firm. You can also use this window to assign clients to client return and organizer delivery methods (paper, PDF via email, PDF file, web, web print only, SafeSend or SurePrep), and to assign electronic filing email acknowledgment settings for 1040 clients.
To open this window, choose
Utilities
 then
Reassign Clients
.
note
  • To assign clients to
    preparers
    , you must first enter preparer information in the
    Preparers
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    reviewers
    , you must first enter reviewer information in the
    Reviewers
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    staff members
    , you must first enter staff information in the
    Staff
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    PRP preparer blocks
    , you must first enter
    PRP preparer block information
     in
    Setup
    ,
    System Configuration
    ,
    Firm
    , then
    PRP Preparer Block
    .

Fields & buttons

Clients available to reassign
Lists all clients who meet the criteria designated in the Focus group field. Select one or more clients that you want to assign to a specific category and choose the
Select
 button to move them over to the Clients selected to reassign pane. For certain categories (such as client document language), the list of clients available for reassignment includes only those that fit that category.
note
To sort the client list by client ID, name, or entity type, select on the words Client ID, Name, or Entity in the title bar of the list pane.
Clients selected to reassign
Lists one or more clients you have selected to assign to a specific category.
note
Tips
  • To remove a client from this list, select the client and select the Remove button. The client returns to the Clients available to reassign pane.
  • To sort the client list by client ID, name, or entity type, select on the words Client ID, Name, or Entity in the title bar of the list pane.

Focus group field

Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
note
Mark the
Other
 checkbox to include 990, 5500, 706, and 709 clients in the list.
Restore user/default focus options button
Select this button to switch between the most recent custom
Focus
 selection and the
default
 selection.
Preparer/reviewer/staff
Select a preparer or staff member from the dropdown list to limit the list to clients whose returns were assigned to a specific person.
Delivery
Use this dropdown list to focus the client listing according to the return or organizer delivery method (paper, PDF via email, PDF file, SafeSend, SurePrep web, or, for organizers, web - print only) specified for each client.

Reassign to group field

Category
Use this dropdown list to indicate that you are assigning clients to a preparer, staff member, PRP preparer block, client document language, Puerto Rico Municipalities form language, organizer delivery method, tax return delivery method, or to receive electronic filing acknowledgments via email messages. You can also use the
Preparer / Reviewer / Staff
 dropdown list following this field to choose a specific preparer, staff member, or PRP preparer block, depending on the selection in the
Category
 field.
note
  • To assign clients to
    preparers
    , you must first enter preparer information in the
    Preparers
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    reviewers
    , you must first enter reviewer information in the
    Reviewers
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    staff members
    , you must first enter staff information in the
    Staff
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    PRP preparer blocks
    , you must first enter
    PRP preparer block information
     in
    Setup
    ,
    System Configuration
    ,
    Firm
    , then
    PRP Preparer
    .
Preparer / Reviewer / Staff / PRP Preparer Block / Return Delivery / Organizer Delivery / Language / Email ELF Ack
Depending on the option that you chose in the
Category
 field, this field is named
Preparer
,
Reviewer
,
Staff
,
PRP Preparer
,
Language
,
Return Delivery
,
Organizer
, or
Email ELF Ack
. Use the dropdown list to select the preparer, staff member, PRP preparer block, language, return delivery method, or organizer delivery method to whom the selected clients should be assigned.
note
  • To assign clients to
    preparers
    , you must first enter preparer information in the
    Preparers
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    reviewers
    , you must first enter reviewer information in the
    Reviewers
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    staff members
    , you must first enter staff information in the
    Staff
     tab on the
    Setup
     then
    Office Configuration
     window.
  • To assign clients to
    PRP preparer blocks
    , you must first enter
    PRP preparer block information
     in
    Setup
    ,
    System Configuration
    ,
    Firm
    , then
    PRP Preparer Block
    .

This article applies to:

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close