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Add Paid Preparer

VernonX
Level 3

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. 

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Accepted Solutions
Matt C
Employee
Employee

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

 

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18 Comments 18
Just-Lisa-Now-
Level 15
Level 15

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

 

 

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
VernonX
Level 3

2021. there is no OK button, just next.

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Just-Lisa-Now-
Level 15
Level 15

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♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
Level 15
and you have to be sure to enter the right preparer code on each tax return

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
VernonX
Level 3

I have it installed. Addition through Tools->Options does not stick.

VernonX
Level 3

Error message says there is no preparer with code. Code is '1' (Firm 1).

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Just-Lisa-Now-
Level 15
Level 15
so you open Tools > Options and the paid preparer window is empty?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15

OK, preparer Code 1, Firm 1 then on the tax return itself you have to enter the preparer code as 1 on Part V of the Fed info worksheet.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
VernonX
Level 3

Correct.

Just-Lisa-Now-
Level 15
Level 15
Wow, thats weird....so youve entered the prepare r in Tools > Options and hit the OK button at the bottom of the window, then when you come back its all empty again?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
VernonX
Level 3

That is correct.

Terry53029
Level 14
Level 14

I believe you have to use letters for the preparer code. 

Just-Lisa-Now-
Level 15
Level 15
no, mine is a "2"

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Matt C
Employee
Employee

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

 

VernonX
Level 3

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

Note; Send Logs is greyed out.

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Matt C
Employee
Employee

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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Matt C
Employee
Employee

Ah - the Send Logs menu item should be enabled when you're in HomeBase.

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VernonX
Level 3

Done.