Re: If you enter the phone number under the specific preparer...

taxprepdenver · ‎12-07-2019

The preparer phone number is in the included in the preparer/firm info screen.

Box is checked on 1120S to make preparer third party designee. Problem is the phone number doesn't auto-populate.

I have used override to enter the phone number. The return keeps getting rejected for e-file with the override where I have included the phone number.

Likewise, the e-file is rejected when I leave the phone number blank.

I don't know if there is a solution other that Intuit fixing the bug... But how can we even bring their attention to the problem?

IRonMaN · ‎12-07-2019

@Intuit Austin

Slava Ukraini!

IntuitAustin · ‎12-07-2019

Looking into this, sorry for the delay!

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IRonMaN · ‎12-07-2019

Slava Ukraini!

IntuitAustin · ‎12-07-2019

If you enter the phone number under the specific preparer, this should correct the issue. Looks like it's probably only entered under the general firm info screen

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View solution in original post

taxprepdenver · ‎12-07-2019

The phone number was already under the specific preparer when the problem started. It doesn't flow.

taxprepdenver · ‎12-07-2019

@IntuitAustin - Just want to make sure you saw my response. Can you please ask the software team to make the fix?

taxprepdenver · ‎12-07-2019

@Intuit Austin

IntuitAustin · ‎12-07-2019

It didn't tag me before for some reason, but I see it now. Thank you. I'm checking in on this

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taxprepdenver · ‎12-07-2019

Any update on a fix? Filing deadline is coming up an I like to be 3rd party designee so I don't have to chase down a POA to resolve basic issues.

taxprepdenver · ‎12-07-2019

@Intuit Austin

Denise G · ‎12-07-2019

I also received the same error. I had the phone number under the specific preparer. However, I did not have the box checked to "print phone number on return". Once I checked that box, the error went away.

IntuitAustin · ‎12-07-2019

We haven't seen this as a wide spread issue, as @denise had said, check under Tools > Options > Firm/Preparer Information and ensure "Print Phone Number on return?" is set to yes. I attached a screen shot.

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Gail1 · ‎02-01-2020

If have the phone number under the Firm AND the Preparer.. Still does not work or populate on form 1120. I removed the phone number , re-entered, and still it will not work. Very frustrating!

Teri T · ‎03-03-2022

I'm having the same issue. Did you ever get it resolved?

Teri T · ‎03-03-2022

I figured out the problem. When the phone number wouldn't transfer, I right-clicked on the field and overrode it by inputting my phone number. When that still didn't fix the problem, I went back in and wiped out my phone number from that field. But what I should have done was right-click on the cell again and Delete the Override. Once I did that, the phone number transferred.

Hope this keeps someone from tearing their hair out.

cpajustintx · ‎09-25-2022

If uncheck paid preparer is third party designee, the phone number will not be required.

SRS64 · ‎02-20-2023

I am having the same issue! I need to change my preparer phone number. I have updated information in my User Profile but the wrong phone number continues to print on every return I prepare!!