TSW
Level 3
03-01-2023
04:35 PM
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Level 15
03-01-2023
04:42 PM
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Yes, from within a client file, Tools > Options > Miscellaneous it only applies to new clients
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TSW
Level 3
03-03-2023
10:10 AM
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I did that, but I notice that it still does not automatically check the box for 3rd party designee within the return.
Level 15
03-03-2023
10:16 AM
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It only applies to new clients, so if this was a client file that you transferred from 2021, it wont pick it up by default.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
03-03-2023
11:31 AM
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It checks that box for all my clients, but then shows that it is an error, so I uncheck it for everyone. No one at IRS ever is willing to talk to me anyway, without a PoA.
Level 15
03-03-2023
02:22 PM
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Every once in a while I get one that does that, I have to uncheck and recheck, but I dont know why it happens!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪