Level 3

Solved

Add Paid Preparer

Forum|Forum|4 years ago
December 11, 2021
18 replies
39 views

I can add a paid preparer in setup but it does not stick. Tax returns have error that there is no preparer for preparer code entered. Setup allows me to create a paid preparer and does not signal any errors.

ProSeries Professional

This topic has been closed for replies.

Best answer by Matt C

Hi @VernonX , sorry you're running into this issue!

Could you please try the following?

1. close ProSeries

2. delete C:\ProWin21\common\SHRFRM21

3. restart ProSeries and enter the preparer info once more

Whether the above resolves the issue or not, could you send us your log files so we can investigate?

1. Start ProSeries

2. Do Menu > Help > Send Logs. That will create a zip file on your desktop.

3. Please email the zip file to proseries_engineering@intuit.com and include your username in the email body somewhere so we know it's you.

Thank you,
Matt

Just-Lisa-Now-

Intuit Community Champion

which tax year? Make sure you click the OK button at the bottom of that Firm/Preparer window.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

V

VernonXAuthor

Level 3

2021. there is no OK button, just next.

Just-Lisa-Now-

Intuit Community Champion

Oh, youre going through the initial set up? Just get the software installed then once its ready to go, you can go back into Tools > Options and add more preparers.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

Matt CAnswer

Level 6

Hi @VernonX , sorry you're running into this issue!

Could you please try the following?

1. close ProSeries

2. delete C:\ProWin21\common\SHRFRM21

3. restart ProSeries and enter the preparer info once more

Whether the above resolves the issue or not, could you send us your log files so we can investigate?

1. Start ProSeries

2. Do Menu > Help > Send Logs. That will create a zip file on your desktop.

3. Please email the zip file to proseries_engineering@intuit.com and include your username in the email body somewhere so we know it's you.

Thank you,
Matt

V

VernonXAuthor

Level 3

That seems to have resolved the problem. I will know more as I progress. Thanks!

Note; Send Logs is greyed out.

M

Matt C

Level 6

Awesome! Glad to hear that worked.

That's weird.. For now, could you email us the file C:\ProWin21\32bit\logs\proseries.txt? If there are similarly named files, ie proseries.txt.1, proseries.txt.2, please send us all of those as well.

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