Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Federal input screens

Screen Contact - Client Contact Information and Tax Matters Partner (1065)

Overview

Use this screen to enter information for the partnership representative, to edit additional contact information, or to enter required authorized signer information when using eSignature.

Authorized Signer

Enter the first and last name of the person signing Form 8453-PE or 8879-PE when electronically filing the return or for eSignature when electronically signing the Engagement Letter, the Consent Letter, the Bank Account Verification, and Form 114a. If you leave this field blank, the application defaults to the partnership representative or partnership representative designated individual on Form 1065, Page 3, Designation of Partnership Representative. The name of the person signing the return is a required element in the electronic file, and the IRS will reject any return missing this information.
Enter the title of the person signing Form 8453-PE or 8879-PE. If you leave this field blank and the return is a partnership, the application defaults to "Partner." If you leave this field blank and the return is a limited liability company, the application defaults to "LLC Member."
Enter the social security number of the person signing the return. If you leave this field blank, the application defaults to the SSN of the partnership representative or partnership representative designated individual on Form 1065, Page 3, Designation of Partnership Representative. The social security number is used in the electronic file and to validate the partner’s signature during the eSignature process when the taxpayer is electronically signing the Engagement Letter, the Consent Letter, Form 114a, and the Bank Account Verification.

Designation of Partnership Representative

When you select a partner as the partnership representative in
Partner Data Entry
, the information entered in
Partner Data Entry
 will transfer to these fields. Alternatively, enter information directly in these fields for Form 1065, Page 3.
You should only enter information for a designated individual when the partnership representative is an entity (with an EIN). If an entity is designated as partnership representative, the individual appointed to act on the entity’s behalf is considered the designated individual.

Contact Information

Enter the email address of the partnership representative for the electronic file and the email address for electronic client communications such as the electronic client copy and the Schedule K-1 packages (when sending them to the partnership representative (PR)).
Select the method preferred for contact purposes. The application will show "(Preferred)" next to the item in the
Contact Information
 pane on the
Client Profiles
 pane of the
Home Page
.
This field is for informational purposes only and details how the tax return was prepared for this client in
File
, then the
Print Returns
 window.
To select the tax return delivery method for all new clients, use
Tax return delivery method (Screen Contact)
 in the
Other
 tab in the
New Client Options
 window. To open this window, select
Setup
,
1065 Partnership
, and select
New Client Options
.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close