Taxprohere
Level 7
03-05-2022
09:43 PM
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EFIN was officially verified, PTIN correct, etc. I'm an EA and exempt from NY registration (though I have a #) and NY not involved.
But found the solution! Posting it here in case this may help anyone else.
Even though I'm the only preparer listed to my firm, and I 'assigned' myself to this S-Corp return, and I was listed as the tax preparer in the tax return as well, in your profile you have to select a 'radio button' (the small circle) to say you're the default tax preparer. Why this isn't clearly and legibly explained, I will remain politely silent.