- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How do you enter another firm. It's greyed out, and the program instructs you to call customer service. Customer service says I must buy another fast path for a different firm...but my circumstances are unique...I am efiling on behalf of another firm. How do you efile for another firm...gotta add a firm under the options menu. It would not be an abuse of the license...pay per return/fastpath...only one return, just two firms involved
Best Answer Click here
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You e-file with your firm as the ERO. You enter alternate paid preparer information (somewhere, but I don't know where in ProSeries).
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My employee preparer has about 10 clients. I am reading this post and subsequent thread. I see there is post that it has been done in the past with Second Firm. When I called, I was first told by the person on the other side of the world a LIE, about multiple firms. It' can't be done....Then I told her that is not true, then she laughed at me, and said let me check. She came back and said, buy new software. I said that is not acceptable and I want to speak to a supervisor. She then said, there's no use in that. they will tell you the same thing. Well, she had misinformation once in the call. I told her, yes, maybe I need better software provider.
I would like to get a second firm set up to help my employee. And not pay $hundreds more after paying thousands already.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Why doesn't your employee file under your firm name?
The more I know the more I don’t know.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Because in our agreement (with the preparer)I will not lay claim to her clients, or receive revenue for it. I will merely be the ERO to transmit the returns. My firm should not have any connection/responsibility for the work. My firm should be limited to the ERO standards only. I am only talking about a few returns.