brent
Level 3
03-01-2021
03:42 PM
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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!