How to Change The Owner of a Tax Return

Changing owner of a specific tax return

1. Open the return to which the owner will be changed.
2. From the "Menu" options, select Return. 
3. Click on Change Owner.
   
   
4. Use the drop down menu in order to choose the new owner.
5. Select OK to save changes.
   

   

Article ID: 282
Created: Tue, Aug 16, 2016
Last Updated: Mon, Mar 20, 2023

Online URL: //kb.erosupport.com/article-282.html