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Account management

Preparer tax identification number (PTIN) support

Add PTINs to user profiles so submitted returns can match preparers and update the ERO/Signer automatically.
Returns can recognize PTIN numbers after submission of a federal return and match it to an existing user in the firm. To work properly, users must have PTINs added to their user profiles.
note
  • Only a System Admin can add PTINs to user profiles.
  • The ERO/Signer of a return only changes to the matched PTIN after the return is submitted and its status changes to
    READY
    .
  • If a PTIN is not recognized on a return, the ERO/Signer must be selected in the
    Client Info
     tab during processing.
  • If you don’t want to select an ERO manually during processing, select a default ERO in your
    My Settings
     menu.
Adding PTINs to users profile:
  1. Go to
    Account Management.
  2. Select
    User Management
    .
  3. Select
    Edit
     in the
    Actions
     menu for the user.
  4. Enter the preparer's tax identification number in the
    PTIN
     field.
  5. Select
    Update
    .

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

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