Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. See what's trending. View ProSeries Hot Topics here.
    Created with Sketch. See what's trending. View ProSeries Hot Topics here.
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

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

    Smitty
    Level 3
    ‎01-27-2020 03:12 PM
     
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    3 Comments 3
    TAXOH
    Level 11
    ‎01-27-2020 03:20 PM

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

    Just-Lisa-Now-
    Level 15
    Level 15
    ‎01-27-2020 03:25 PM

    Read it again.  

    3rdparty.png


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    The-Tax-Lady
    Level 9
    ‎01-27-2020 06:10 PM

    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.







    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security