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Reassign Clients dialog
Use this dialog to assign or reassign clients to specific preparers, reviewers, staff members, or PRP preparer blocks. Note that you can reassign clients in batches, which enables you to easily change the preparer, reviewer, or staff assigned to a group of clients during personnel changes at your firm. You can also use this dialog to assign clients to client return and organizer delivery methods (paper, PDF via email, PDF file, web, and web print only), and to assign electronic filing email acknowledgment settings for 1040 clients.
To open this dialog, choose Utilities then Reassign Clients.
note
- To assign clients topreparers,you must first enter preparer information in the Preparers tab on the Setup then Office Configuration dialog.
- To assign clients to&reviewers, you must first& enter reviewer information& in the Reviewers tab on the Setup then Office Configuration dialog.
- To assign clients tostaff members, you must first enter staff information in the Staff tab on the Setup then Office Configuration dialog.
- To assign clients toPRP 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 box. Select the client(s) 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 on the right. For certain categories (such as client document language), the list of clients available to reassign includes only those to which that category is applicable.
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 the client(s) 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 on the left.
- 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 box
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 toggle between the most recent custom Focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Delivery
Use this drop-down list to focus the client listing according to the return or organizer delivery method (paper, PDF via email, PDF file, web, or, for organizers, web - print only) specified for each client.
Reassign to group box
Category
Use this drop-down list to indicate that you are assigning clients to a preparer, staff member, PRP preparer block, client document language, Puerto Rico Municipalities form language (if applicable), organizer delivery method, tax return delivery method, or to receive electronic filing acknowledgments via email messages. You can also use the
Preparer / Reviewer / Staff
drop-down list below 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 topreparers,you must first enter preparer information in the Preparers tab on the Setup then Office Configuration dialog.
- To assign clients to&reviewers, you must first& enter reviewer information& in the Reviewers tab on the Setup then Office Configuration dialog.
- To assign clients tostaff members, you must first enter staff information in the Staff tab on the Setup then Office& Configuration dialog.
- To assign clients toPRP preparer blocks, you must first enter PRP preparer block information in Setup, System Configuration, Firm, then PRP Preparer Block.
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 Block
, Language
, Return Delivery
, Organizer Delivery
, or Email ELF Ack
. Use the drop-down 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 topreparers,you must first enter preparer information in the Preparers tab on the Setup then Office& Configuration dialog.
- To assign clients to&reviewers, you must first& enter reviewer information& in the Reviewers tab on the Setup then Office Configuration dialog.
- To assign clients tostaff members, you must first enter staff information in the Staff tab on the Setup then Office& Configuration dialog.
- To assign clients toPRP preparer blocks, you must first enter PRP preparer block information in Setup, System Configuration, Firm, then PRP Preparer Block.