Is there a way to automatically mark me, the preparer as 3rd party designee on all returns I file without checking the box in the return individually?

Forum|Forum|3 years ago
March 1, 2023
2 replies
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ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Yes, from within a client file, Tools > Options > Miscellaneous it only applies to new clients

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T

TSW Author

Level 3

I did that, but I notice that it still does not automatically check the box for 3rd party designee within the return.

Just-Lisa-Now-

Intuit Community Champion

It only applies to new clients, so if this was a client file that you transferred from 2021, it wont pick it up by default.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

BobKamman

Level 15

It checks that box for all my clients, but then shows that it is an error, so I uncheck it for everyone. No one at IRS ever is willing to talk to me anyway, without a PoA.

Just-Lisa-Now-

Intuit Community Champion

Every once in a while I get one that does that, I have to uncheck and recheck, but I dont know why it happens!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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