Paul-G-328
Level 4
01-26-2025
09:39 PM
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Transferred client from 2023, when Third Party Designee is checked on Info Worksheet Error code comes up saying "3rd party designee phone should be entered. The phone number from the related preparer code will be used if entered in the Firm/Preparer info Section" It is in fact on there and I've never had this prob before but I filled it in anyway and then a new error came up saying "3rd party designee should be left blank". The only way around it was to uncheck 3rd party designee