Skip to main content
Options and overrides
Search
Search Trust Tax (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Trust Tax

The Paid Preparer Category

The options in the
Paid Preparer
 category (referred to as Paid Preparer options) provide paid preparer information. Paid Preparer options can be set at the SuperBank, PAN, bulk override and account override levels. The Paid Preparer options include:
Option
Description
Print paid preparer information on returns
This option determines whether the paid preparer information is printed on federal and state returns.
Select
Yes
 to print the paid preparer information. Select
No
 to suppress the paid preparer information.
note
To selectively print paid preparer information, enter the paid preparer details using the PAN or SuperBank level options. After these options are set, select this option at the account level for each account that requires the paid preparer information to be printed on its federal and/or state return. To access the account-level option, open the account, then select the
Account
 main topic then the
Options&Overrides
 subtopic.
Permit the IRS to discuss returns with the paid preparer (1041 and 990 only)
This option determines whether the Yes or No box on Form 1041 and the 990 return series is checked for the question asking whether the IRS may discuss the return with the preparer.
Select
Yes
 to check the Yes box. Select
No
 to check the No box.
Firm Name
Firm Street
Firm City
Firm State
Firm Zip Code
Firm Employer I.D. Number
Use these options to enter the firm name, address and employer ID of the paid preparer. This information prints in the paid preparer section of your federal and (if applicable) state forms when the
Print paid preparer information on returns Paid Preparer
 option is set to
Yes
.
note
You must include any hyphens or characters that separate the digits of the EIN when entering the paid preparer's EIN in the
Firm Employer I.D. Number
 option.
Preparer Name
Preparer Social Security Number
Preparer Tax Identification Number
Preparer is self-employed
These options apply to federal and state 1041 returns.
The
Print paid preparer information on returns
 option must be set to
Yes
 before the values for the following options print in the Paid Preparer section of your federal and state 1041 returns:
  • Preparer Name
  • Preparer Social Security Number
  • Preparer Tax Identification Number
  • Preparer is self-employed
note
Most states accept Preparer Tax Identification Numbers (PTINs) as the preparer's EIN if the state's tax forms have a preparer information section. PTINs are used for e-filing tax returns but are not used for filing estimates electronically (state estimate forms do not require preparer information).
You should enter your preparer SSN and PTIN in ONESOURCE Trust Tax regardless of whether a state has adopted the use of PTINs because ONESOURCE Trust Tax uses the information entered in these options to determine the preparer information printed on state tax returns.
Preparer Name (5227/1041A only)
Preparer Social Security Number (5227/1041A only)
Preparer Tax Identification Number (5227/1041A only)
Preparer is self-employed (5227/1041A only)
These options apply to Form 5227.
The
Print paid preparer information on returns
 option must be set to
Yes
 before the values for the following options print in the Paid Preparer section of Form 5227:
  • Preparer Name (5227/1041A only)
  • Preparer Tax Identification Number (5227/1041A only)
  • Preparer is self-employed (5227/1041A only)
Regardless of how the
Print paid preparer information on returns
 option is set, the preparer's SSN entered in the
Preparer Social Security Number (5227/1041A only)
 option is not printed on federal Form 5227.
Preparer Name (990 only)
Preparer Social Security Number (990 only)
Preparer Tax Identification Number (990 only)
Preparer is self-employed (990 only)
Phone number (enter as XXX-XXX-XXXX)
E-mail Address
Date for Paid Preparer signature line (Will be used on all tax returns regardless of tax year)
Override Date for Paid Preparer Signature line [Date entered must have a four character year, i.e., MM-DD-YYYY]
These options apply to Forms 990, 990-EZ and 990-PF.
The
Print paid preparer information on returns
 option must be set to
Yes
 before the values for the following options print in the Paid Preparer section of Form 990, 990-EZ or 990-PF:
  • Preparer Name (990 only)
  • Preparer Tax Identification Number (990 only)
  • Preparer is self-employed (990 only)
  • Phone number (enter as XXX-XXX-XXXX)
  • Date for Paid Preparer signature line (Will be used on all tax returns regardless of tax year)
  • Override Date for Paid Preparer Signature line [Date entered must have a four character year, i.e., MM-DD-YYYY]
The date selected for the
Date for Paid Preparer signature line (Will be used on all tax returns regardless of tax year)
 option prints in the Paid Preparer section regardless of the tax year. If you select
Override date
, you must use the
Override Date for Paid Preparer Signature line [Date entered must have a four character year, i.e., MM-DD-YYYY]
 option to enter the specific date you want printed in the Paid Preparer section.
Street Address Line 1 (Option applicable beginning with 2019 tax year)
Street Address Line 2 (Option applicable beginning with 2019 tax year)
This option is applicable beginning with tax year 2019.
For New York returns, enter the street address for the alternate paid preparer. You can enter a maximum of 30 characters in each street address field.