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How to have ERO Signer different than Paid Preparer on 8879 and Tax Return

jessgroove
Level 1

I am the ERO and need my name as ERO contact to show up on the 8879 for signature to E-File the return.  I have an employee who is the Paid Preparer with a PTIN.  I need his PTIN to be associated with the return and shown on the 1040 tax return at the same time that I am shown as the ERO on the 8879.  

I have gone through threads and the "solutions" for this did not resolve problem.  What can we do?

I want to be compliant as an ERO and ensure the preparer gets credit for the returns prepared by him on his PTIN.

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2 Comments 2
dkh
Level 15

I use ProSeries Professional not Lacerte but I'm guessing Lacerte has a Firm/Preparer Info section similar to PS.   PSP is located in Tools > Options > Firm/Preparer Info

This is where you can set  Preparer / ERO designations.

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jessgroove
Level 1

Yes, thanks, the options DO exist.  The problem we are having is that the names do not show up that way on the 8879 form itself 

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