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M
merllene
Level 3
February 10, 2021
Question

3rd Party Designee

  • February 10, 2021
  • 1 reply
  • 8 views

How do I remove the 3rd party designee in Pro Series?

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 10, 2021

You chose ProConnect as your product, but then mentioned ProSeries, so these instructions are for ProSeries, not ProConnect Tax Online.  If you are in fact using PTO, I can tag someone more familiar with that program if need be.

In ProSeries Professional, from within a Client file (you wont find it if youre choosing tools from Homebase), up on the toolbar  Tools > Options > Miscellaneous then scroll down to this checkbox and uncheck it.

Alternatively if you only want to deselect for that one client, you can do that on the Fed info worksheet under Part V.

If youre using Basic the screens may be a bit different but should have similar options.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    M
    merlleneAuthor
    Level 3
    February 11, 2021

    Awesome, thank you!

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