Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Financial Institution Download Issue
Financial Institution Download Issue
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Buckybad33
Level 1
02-07-2022
10:29 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When attempting to activate and notify client for Financial Institution Downloads, I get the following error message. "This client was not activated to use Financial Institution Downloads because they are missing required information [Preparer Info.]. The First Name, Last Name, SSN, and ZIP code are required for the client to sign into TaxFormDropoff.Intuit.com"
Does anyone know how I can correct this issue? Thank you in advance.
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
