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Preparer Information dialog
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Use this dialog to enter each preparer's name, Social Security number, PTIN/SIDN, electronic filing identification number (EFIN), electronic filing waiver information, IRS designee information, and representative information for Forms 2848 and 8821.
In addition to printing on the return, this information can be used to focus any list of clients (such as the clients available for printing) according to a specific preparer, and to limit the clients who appear in the Client Listing Reports.
To open this dialog, select the Add button on the Preparers tab, or highlight an existing preparer in the Preparers tab list window and select the Edit button.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the Office Configuration dialog.
Fields & buttons
Preparer SSN
Enter the preparer's Social Security number.
note
Notes
&- You must enter unique information in at least one of the following fields:SSN,PTIN/SIDN, orSpecial use. If you set up multiple records for the same preparer, theSSNandPTIN/SIDNwill be identical. In cases like this, use theSpecial usefield to designate each preparer record with a unique identifier.
- If you have entered this preparer before for use with another office, all relevant information will data share once the preparer SSN field has been entered, thus, saving you time when entering the same preparer for use in multiple offices
PTIN/SIDN
Enter the preparer's PTIN or SIDN if applicable. The PTIN or SIDN will print in place of the preparer SSN when appropriate.
note
- You must enter unique information in at least one of the following fields:SSN,PTIN/SIDN, orSpecial use. If you set up multiple records for the same preparer, theSSNandPTIN/SIDNwill be identical. In cases like this, use theSpecial usefield to designate each preparer record with a unique identifier.
- As of January 1, 2012, the IRS no longer allows paid preparers to use SSNs on federal income tax returns. Some states still require preparers to submit SSNs for state tax returns.
I agree to the following PTIN expectations
Mark this checkbox to confirm that the Preparer Tax Identification Number entered in this dialog is accurate and being used by the registered owner. If a preparer or PRP Preparer Block is assigned to a client and this checkbox is
not
marked, UltraTax CS will generate a federal critical diagnostic for the client. If UltraTax CS security options are set to prevent access to Setup then Office Configuration or Setup then System Configuration dialogs, someone with security access to those locations will need to mark this checkbox for each applicable preparer.Preparer name
Enter the preparer's name, up to 35 characters. If the preparer name has a suffix (for example, "Jr." or "CPA"), enter a comma and a space after the last name, and then enter the suffix. Doing so will ensure that UltraTax CS can correctly transfer the information to the appropriate name fields on FinCEN Forms 114 and 114a.
Email address
Certain states request an email address for the electronic return originator. If desired, use the
Email address
field to enter an email address (of up to 80 characters) for electronic filing acknowledgment notifications and for states to use to contact the originator of electronically filed returns. This address is also used for returns delivered via NetClient CS web portals if you marked the Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal
checkbox on the Setup, Client Communications, then Web Delivery Options dialog.Associate of firm
Choose the firm for which the current preparer works from the drop-down list.
Preparer EFIN
Enter the preparer's electronic filing identification number in this field. Note that this field is disabled unless the
Several EFINs are being used…
option is marked on the Office Configuration then Electronic Filing tab.Designee PIN
Enter a five-digit designee PIN that will print in the return's Third Party Designee area. Do not enter all zeroes.
Exceptions button
Select this button to open the Electronic Filing Mandate Exceptions dialog, which you can use to enter reasons for not electronic filing, as well as the reference number and date the IRS approved a waiver, if applicable.
Representative button
Select this button to open the Representative dialog, which you can use to enter representative information for Forms 2848 and 8821.
This preparer only available on POA input screens
Mark this checkbox to designate the selected preparer as available only for Power of Attorney (POA) purposes in data entry for Form 2848. Doing so will cause UltraTax CS to omit this preparer from all drop-down lists for assigning preparers in other dialogs, such as File then Client Properties.
Print options group box
Print Preparer's name in signature block where allowed
Mark this checkbox to have UltraTax CS print the preparer's signature in the Preparer's signature field of the signature block on forms for which the taxing authority has indicated that a printed preparer name will be accepted as the preparer's signature.
note
Note: The preparer name will always print in the Print/Type preparer's name field in the signature blocks. That field does not represent an electronic signature.
Self-employed
Mark this checkbox if you want UltraTax CS to mark the corresponding box on tax returns assigned to this preparer.&
Third party designee group box
Preparer (above) is the default designee
The entry in this field is used to complete the Third Party Designee section on federal and applicable state returns. Note that you need to enter a
1
(Yes) in the Authorize discussion with IRS
field in the 1040 Screen to permit the IRS to contact the designee. To designate the preparer as the default designee for IRS contact, select this option. Preparer information will print in the Third Party Designee section as prescribed by the IRS.note
- Enter the third-party designee PIN in theDesignee PINfield on this dialog.
- Use this field to mark the 3rd Party Designee box on Page 1 of Form 1040 when the conditions to complete the Third Party Designee section are met. Note that you need to enter a1(Yes) in the Authorize discussion with IRS field on the 1040 Screen to permit the IRS to contact the designee.&
- Complete the Third Party Designee section in Screen Contact (in the General folder of UltraTax/1040 to enter a designee other than a preparer, such as a family member or other person designated by the client. If theIgnore Third Party Designee information on Screen Contactcheckbox is marked in the Setup, 1040 (Individual), Other Return Options, then Return Presentation tab, use the Force Third Party Designee information field to report the contact screen information on the federal 1040 return.&
- Enter the preparer's electronic filing Self-Select or Practitioner PIN number in the PIN Screen (in the Electronic Filing folder of UltraTax/1040).
Someone other than the preparer is the default designee
Select this option if the current preparer is
not
the designee for IRS contact. That designee will be used for all clients assigned to this preparer when the conditions to complete the Third Party Designee section are met. Note that you need to enter a 1
(Yes) in the Authorize discussion with IRS
field in the 1040 Screen to permit the IRS to contact the designee.Use the
Name
, PIN
, and Phone
fields below to enter the necessary information for the designee. The entries in these fields are used to complete the Third Party Designee of the signature block area on federal and state returns when applicable.note
- Do not enter a series of zeroes in thePINfield on this dialog.
- Schedule 6 (1040) will be completed and the 3rd Party Designee box on Page 1 of Form 1040 will not be marked.&
- Complete the Third Party Designee section in the Contact Screen (in the General folder of UltraTax/1040) to enter a designee other than the preparer, such as a family member or other person designated by the client.
State options group box
In certain state signature blocks where there is only one field for preparer identification number, use the preparer PTIN/SSN
Mark this checkbox if you want to substitute this preparer's SSN or PTIN for the firm EIN on state signature blocks that only require the EIN.
Preparer title
Certain states require that the preparer title be included on returns. If the selected preparer will prepare state returns where this is necessary, enter the preparer title in this field.
New Mexico CRS identification number
New Mexico requires that the State Tax Identification number be included on certain returns. If the selected preparer will prepare New Mexico returns, enter the State Tax Identification number in this field.
New York registration number
New York requires that the registration number be included on certain returns. If the selected preparer will prepare New York returns, enter the registration number in this field.
Oregon license number
Oregon requires that the state license number be included on 1040 returns. If the selected preparer will prepare 1040 Oregon state returns, enter the state license number in this field.
Puerto Rico registration number
Puerto Rico requires that the registration number be included on certain returns. If the selected preparer will prepare Puerto Rico returns, enter the registration number in this field.
Virginia authorized agent number
If the selected preparer will be appointed as a representative on Form PAR 101, enter the authorized agent number in this field.
Special use
Use this field to enter any specific information that certain states require preparers to include in the preparer block.
note
You must enter unique information in at least one of the following fields:
SSN
, PTIN/SIDN
, or Special use
. If you set up multiple records for the same preparer (for example, one for firm use on client returns, and one for personal use as a non-paid preparer on family returns) the SSN
and PTIN/SIDN
will be identical. In cases like this, use the Special use
field to designate each preparer record with a unique identifier.note
Tips
- Any preparer entered here can be selected as the default preparer for all clients subsequently added to the application.
- Any preparer entered here can be selected as the default preparer for all clients who have not already been assigned to a preparer.
- Any preparer entered here can be selected as the preparer on the Setup, User Preferences, then Tickler tab.