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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.
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- Third Party Designee default setting
Third Party Designee default setting
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davidlcarter
Level 2
02-15-2021
02:17 PM
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Trying to get Federal Returns to default to 3rd Party Designee as Yes. I have gone to Tools, Options, Miscellaneous, and checked the box for Preparer Allowed to Discuss Return, but still need to check in each return.
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dkh
Level 15
02-15-2021
08:18 PM
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It isn't check on any of the new returns? Or is it not checked on returns already created?
I think you will have to check on any return created before you change your setting in Tools/Options.....
