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Level 4
February 1, 2022
Solved

Return Preparer and Third Party Designee Information is blank. Can someone help me to fix the issue

  • February 1, 2022
  • 1 reply
  • 7 views

Return Preparer and Third Party Designee Information is blank

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Best answer by Just-Lisa-Now-

TOOLS > Options > Firm/ Preparer Info to set up your preparers and give them a preparer code.  That code needs to be entered in the Fed Info worksheet (Part V) for each client for that preparer's info to appear. on the return.

To set it up that the preparer is automatically the 3rd party designee, you need to be within a client file (not Homebase), then go to Tools>Options > Miscellaneous and scroll way down to the bottom of that window and check the box.

 

1 reply

Just-Lisa-Now-
Intuit Community Champion
February 1, 2022

TOOLS > Options > Firm/ Preparer Info to set up your preparers and give them a preparer code.  That code needs to be entered in the Fed Info worksheet (Part V) for each client for that preparer's info to appear. on the return.

To set it up that the preparer is automatically the 3rd party designee, you need to be within a client file (not Homebase), then go to Tools>Options > Miscellaneous and scroll way down to the bottom of that window and check the box.

 

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