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Level 2
February 15, 2023
Question

Where do you set the third party designee globally (not in the tax return override)?

  • February 15, 2023
  • 1 reply
  • 7 views
New tax returns are showing incorrect information on the third party designee.  We have to change on a tax return by tax return basis, but how did it get set firm wide???
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1 reply

George4Tacks
Level 15
February 18, 2023

PCT does not yet have very many global settings available. This is not one of them. 

Answers are easy. Questions are hard!