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Preparer tax identification number (PTIN) support
- 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 toREADY.
- If a PTIN is not recognized on a return, the ERO/Signer must be selected in theClient Infotab during processing.
- If you don’t want to select an ERO manually during processing, select a default ERO in yourMy Settingsmenu.
- Go toAccount Management.
- SelectUser Management.
- SelectEditin theActionsmenu for the user.
- Enter the preparer's tax identification number in thePTINfield.
- SelectUpdate.
This article applies to:
- Product: safesend
- Subject: Setup
- Audiences: Staff