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Why is PTO printing preparer e-file instructions on all client material

Derrick
Level 3

Starting Jan 2020, Proconnect Tax Online is suddenly forcing the printing of Preparer E-File instructions.  This is listed first in the tax return so the client can be alarmed by you displaying their full checking account information, as well as confusing them as to why the usual client letter isn't listed first, and why you are giving them instructions intended for the tax preparer.

While you could go through the hassle of deleting this page every time you print to PDF, you can not remove it from e-signature request packages, so your clients can all fire you for scaring and confusing the hell out of them.

Is there some secret place where this can be turned off?  There is NO SITUATION in which this should be printing for a client copy of a tax return, so really this just needs to be removed... URGENTLY!

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1 Best Answer

Accepted Solutions
itonewbie
Level 15

Intuit is aware.  The PTO product manager said 3 days ago they are working on it but there's no ETA yet.

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Still an AllStar

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1 Comment 1
itonewbie
Level 15

Intuit is aware.  The PTO product manager said 3 days ago they are working on it but there's no ETA yet.

---------------------------------------------------------------------------------
Still an AllStar