How to tell software ERO and preparer are the same

Forum|Forum|3 years ago
April 1, 2023
4 replies
13 views

Where do you tell the software that the ERO and Preparer are the same?

ProSeries Professional

This topic has been closed for replies.

dkh

Level 15

That is designated in the Firm/Preparer Info. Quickest way to get there - use the Quickzoom on any Federal Information Worksheet - Part V.

D

DebiHCPAAuthor

Level 4

Not sure why I can't seem to find a checkbook that indicates that they are the same. I entered the Firm information and then the preparer/ERO but there is no where to say that the preparer and the ERO are the same.

dkh

Level 15

In the Firm/Preparer Info... the section there is the Prepare/ERO Information section - you have that all completed ?

It's been a while since I had to do this so I'm trying to remember the steps.

dkh

Level 15

go to Tools >Options >ERO Info is your information entered there ?

D

DebiHCPAAuthor

Level 4

Yes, it is there but then I noticed that the EIN in the ERO sheet is off by one digit. I will see if when I change it, it recognizes that they are the same. I would have thought there would have been a box to check. Having trouble getting Alabama to recognize that they are the same on the efile auth sheet and I can't override the number. I can just leave it blank. I don't think it is a big deal but it would be nice if there was a check box.

Thanks for your help.

dkh

Level 15

https://proconnect.intuit.com/support/en-us/help-article/electronic-filing-identification-number/enter-efin-ptin-ero-pin-proconnect-tax/L2BVsC2Fu_US_en_US

see if this helps

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