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Under Global Options, I checked yes to allow IRS to discuss return with preparer, Program has no checked

Smitty
Level 3
 
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3 Comments 3
TAXOH
Level 11

It should only be checked yes if it is someone other than the preparer. 

Just-Lisa-Now-
Level 15
Level 15

Read it again.  

3rdparty.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
The-Tax-Lady
Level 9

In the Firm/Preparer Info, you need to include an ERO Practioner's PIN in the Preparer info. That is the PIN number the IRS will ask you for if you call them as the 3rd party designee on a return.