Can we proforma practitioner pin

Forum|Forum|2 years ago
January 17, 2024
2 replies
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ProSeries Professional

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itonewbie

Level 15

If you're referring to the third party designee PIN, I can see the convenience of proforma.

For security considerations, nevertheless, we have starting randomly assigning PIN's for different clients. In the event a return falls into the wrong hands (not through our faults, obviously), this reduces the chance criminals being able to use that PIN along with the designee name to impersonate us to access other taxpayers' data, however remote the chance may be. Call me paranoid 😂

---------------------------------------------------------------------------------Still an AllStar

Just-Lisa-Now-

Intuit Community Champion

The ERO Practitioner PIN is set in the Firm/Preparer Options screen.

If you check the box for 3rd party designee it should automatically pull that same PIN into that screen as well.

If you want all returns to have that 3rd party box checked automatically, you can Edit the Client Template (From within a client file Tools > Edit Client Template), this will only affect new client returns, but will carryover every year.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

itonewbie

Level 15

@Just-Lisa-Now- wrote:

The ERO Practitioner PIN is set in the Firm/Preparer Options screen.

If you check the box for 3rd party designee it should automatically pull that same PIN into that screen as well.

If you want all returns to have that 3rd party box checked automatically, you can Edit the Client Template (From within a client file Tools > Edit Client Template), this will only affect new client returns, but will carryover every year.

As part of our process control, ERO PIN is the last thing we enter on the tax return and only when we are ready to e-file that particular return. My personal preference is not to have the PIN automatically populated.

---------------------------------------------------------------------------------Still an AllStar

Just-Lisa-Now-

Intuit Community Champion

@itonewbie you can do whatever works for you, I was answering the OPs question.

I personally see no reason to have to type the same PIN to every client return, so this works for me as well as many others I'm sure.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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