itonewbie
Level 15
01-17-2024
07:47 PM
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@Just-Lisa-Now- wrote:
The ERO Practitioner PIN is set in the Firm/Preparer Options screen.
If you check the box for 3rd party designee it should automatically pull that same PIN into that screen as well.
If you want all returns to have that 3rd party box checked automatically, you can Edit the Client Template (From within a client file Tools > Edit Client Template), this will only affect new client returns, but will carryover every year.
As part of our process control, ERO PIN is the last thing we enter on the tax return and only when we are ready to e-file that particular return. My personal preference is not to have the PIN automatically populated.
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Still an AllStar
Still an AllStar