brent
Level 3

@TAX8888

1) Go to Screen 1>Client Info>Name and ID Number>Primary Contact and input the partnership representatives name here.

2) At Screen 1>Clint Info>Miscellaneous Info>Partnership Rep Partner # make sure this field is blank

3) At Screen 3>Miscellaneous Info>Designation of Partnership Representative>Designation of Partnership Representative>Partnership Representative is NOT a Partner complete the information for the partnership representative.

You would think that designating a partner # at Step 2 above should be sufficient, but doing so creates a critical diagnostic.  Intuit, please fix! 

 

0 Cheers