PRP Preparer Block dialog

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Use this dialog to enter different firm information that you can authorize for printing in the preparer block section of a client's return. The PRP preparer block(s) you enter will be available for selection in the
Preparer block
field in the File then New Client or File then Client Properties dialog.
To open this dialog, choose Setup, System Configuration, then Firm tab, then select the PRP preparer block button.

Fields & buttons

Lists the PRP preparer blocks available for printing. You do not need to add a blank preparer block in this dialog because the UltraTax CS has one built in. Blank preparer blocks require a PRP authorization code.
Enter the firm name and address for the PRP preparer block.
Enter the employer identification number or leave this field blank for the PRP preparer block.
Enter the phone number for the PRP preparer block.
Mark this checkbox if you want the corresponding box on the return to be checked. If you leave this checkbox blank, the checkbox on the return will be blank also.
If your installation of UltraTax CS is shared by multiple firms or multiple branches of the same firm, you can use this field to associate preparers, staff, data locations, and PRP preparer blocks with a specific firm. When an office ID is used, certain drop-down lists will place any items related to that office at the beginning of the list. For example, if a specific office ID is associated with a data path and information for several preparers, those preparers' names will appear at the top of a
Preparer/staff
drop-down list when ever that data location is selected.
Enter the preparer SSN and PTIN/SIDN in these fields if the PRP preparer block information differs from the Electronic Return Originator (ERO). If the PRP preparer block is not used for electronic filing, leave these fields blank. UltraTax CS will use the preparer SSN/PTIN specified on the File then Client Properties dialog.
Mark this checkbox to confirm that the Preparer Tax Identification Number entered in this dialog is accurate and being used by the registered owner. If a preparer or PRP Preparer Block is assigned to a client and this checkbox is
not
marked, UltraTax CS will generate a federal critical diagnostic for the client. If UltraTax CS security options are set to prevent access to Setup then Office Configuration or Setup then System Configuration dialogs, someone with security access to those locations will need to mark this checkbox for each applicable preparer.
Use the fields in this group box to specify which preparer name (if any) UltraTax CS should print in signature boxes. These fields will only apply to forms for which the taxing authority has indicated that a printed preparer name is acceptable as a signature.
Select this button to launch the Print PRP Block Report dialog, which you can use to specify sort criteria, preview, or print a PRP Preparer Block Information report.
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