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Lacerte Diagnostics
Moderator
October 2, 2020

53541

  • October 2, 2020
  • 0 replies
  • 3 views

The following diagnostic is generating:

On a proforma'd return, verification of the Preparer Tax Identification Number (PTIN) for accuracy and completeness is required for Oregon electronic filing. In Settings > Options > Tax Return > Oregon Options > PTIN verified in Preparer Options can be set to Yes to no longer generate this diagnostic for all clients.

Solution:

See Screen 4.4 - on the Oregon Miscellaneous section there is a check box to verify PTIN - There is also a global option in Settings - Tax return - Oregon section

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