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Federal input screens

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

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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.
note
  • You can also enter or edit client contact information from the
    Home Page
    . From the
    Home Page
    , select the
    Client Profiles
     link, select the
    Details
     link for the client whose information you want to edit, and select the
    Edit
     link in the
    Contact Information
     pane.
  • Some of the information you enter in this tab is available for inclusion in the Client Contact Information report, the 1065 Email Address List, and custom reports for Data Mining.

Authorized Signer

Name of person signing return
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.
Title of person signing return
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."
Social security number of the person signing return
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.
note
This field is also used for security purposes in various state electronic files as the officer social security number.

Designation of Partnership Representative

Partnership representative and partnership representative designated individual
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

Email address of partnership representative
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)).
note
The application automatically transfers the email address entered in this field to
Setup
, then the
Client Communications
 window, and the email address entered in the
Client Communications
 window transfers to this field.
Preferred method of contact
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
.
Tax return delivery method used
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
.

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