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    Critical Diagnostics - Paid Preparer errors

    carokim
    Level 2

    Please help me troubleshoot these Paid Preparer errors to be able to e-file returns:

    Yes my business EFIN is registered

    1. The paid preparer indicated on this return does not have a PTIN entered in Firm Information Details. When entering the PTIN, make sure the "P" is entered upper case. For tax year 2019, use of a PTIN is an IRS requirement. Some preparers may not have been issued a PTIN in time for filing season. These preparers may use their SSN or EIN for filing returns until the IRS issues their PTINs.

    2. The paid preparer's SSN or Tax Identification Number (PTIN) information is either missing or invalid. Either the preparer's SSN or PTIN must be present for electronic filing.

    3. Use of the e-file PIN requires the Paid Preparer to have a PIN. The Paid Preparer PIN must be five numbers and not all zeros.

    4. The Third Party Designee's PIN is missing or invalid. The Designee's PIN must be five numeric digits. In client information verify the Third Party Designee assigned. Verify the preparer has a PIN .

    5. Georgia: The paid preparer's SSN or Tax Identification Number (PTIN) information is either missing or invalid. Either the preparer's SSN or PTIN must be present for electronic filing.

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    1 Best Answer

    Accepted Solutions
    itonewbie
    Level 15

    Yes, you need to complete preparer info as PTINs are entered there.

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    Still an AllStar

    View solution in original post

    6 Comments 6
    Terry53029
    Level 15
    Level 15

    You have to go into options under tools, and fill out firm/preparer info

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    itonewbie
    Level 15

    In PTO, you'd find the input under Settings in the bottom of the left panel.

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    Still an AllStar
    carokim
    Level 2

    Under settings all firm information have been correctly completed but still experiencing these critical errors.

    Let me also complete preparer information.

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    itonewbie
    Level 15

    Yes, you need to complete preparer info as PTINs are entered there.

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    Still an AllStar
    carokim
    Level 2

    @itonewbie Thank You!

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    itonewbie
    Level 15

    Glad you got it resolved, @carokim!

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    Still an AllStar
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