Update 1099 checklist and assign new preparer automatically

When 1099 account rows are reassigned in your reporting table, active filing checklists can keep the wrong owner and stall work for payroll coordinators. This updates the checklist owner, sets the new preparer, and surfaces the change so billing and compliance act the same day.

Update 1099 checklist and assign new preparer automatically

Update 1099 checklist and assign new preparer automatically