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taxnotarysolutio
Level 1
February 20, 2021
Question

Is there a way to have 2848/8821 automatically populate preparer information?

  • February 20, 2021
  • 1 reply
  • 4 views
I am typing in my CAF, PTIN, address, etc. every time.  Is there a way to have ProConnect automatically populate this when I click that I want a 2848/8821 within the return?
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1 reply

itonewbie
itonewbie
Level 15
February 20, 2021

ProConnect could easily have that programmed but nope, that's not available and CAF is not even stored in ProConnect Tax.  With the amount of information needed about the rep, it'd be much easier to have your own template set up with your data pre-populated.

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