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Preparer Information dialog

Use this dialog to enter each preparer's name, Social Security number, PTIN/SIDN, electronic filing identification number (EFIN), electronic filing waiver information, IRS designee information, and representative information for Forms 2848 and 8821.
In addition to printing on the return, this information can be used to focus any list of clients (such as the clients available for printing) according to a specific preparer, and to limit the clients who appear in the Client Listing Reports.
To open this dialog, select the Add button on the Preparers tab, or highlight an existing preparer in the Preparers tab list window and select the Edit button.

Fields & buttons

Enter the preparer's Social Security number.
Enter the preparer's PTIN or SIDN if applicable. The PTIN or SIDN will print in place of the preparer SSN when appropriate.
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.
Enter the preparer's name, up to 35 characters. If the preparer name has a suffix (for example, "Jr." or "CPA"), enter a comma and a space after the last name, and then enter the suffix. Doing so will ensure that UltraTax CS can correctly transfer the information to the appropriate name fields on FinCEN Forms 114 and 114a.
Certain states request an email address for the electronic return originator. If desired, use the
Email address
 field to enter an email address (of up to 80 characters) for electronic filing acknowledgment notifications and for states to use to contact the originator of electronically filed returns. This address is also used for returns delivered via NetClient CS web portals if you marked the
Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal
 checkbox on the Setup, Client Communications, then Web Delivery Options dialog.
Choose the firm for which the current preparer works from the drop-down list.
Enter the preparer's electronic filing identification number in this field. Note that this field is disabled unless the
Several EFINs are being used…
 option is marked on the Office Configuration then Electronic Filing tab.
Enter a five-digit designee PIN that will print in the return's Third Party Designee area. Do not enter all zeroes.
Select this button to open the Electronic Filing Mandate Exceptions dialog, which you can use to enter reasons for not electronic filing, as well as the reference number and date the IRS approved a waiver, if applicable.
Select this button to open the Representative dialog, which you can use to enter representative information for Forms 2848 and 8821.
Mark this checkbox to designate the selected preparer as available only for Power of Attorney (POA) purposes in data entry for Form 2848. Doing so will cause UltraTax CS to omit this preparer from all drop-down lists for assigning preparers in other dialogs, such as File then Client Properties.

Print options group box

Mark this checkbox to have UltraTax CS print the preparer's signature in the Preparer's signature field of the signature block on forms for which the taxing authority has indicated that a printed preparer name will be accepted as the preparer's signature.
Mark this checkbox if you want UltraTax CS to mark the corresponding box on tax returns assigned to this preparer.&

Third party designee group box

The entry in this field is used to complete the Third Party Designee section on federal and applicable state returns. Note that you need to enter a
1
 (Yes) in the
Authorize discussion with IRS
 field in the 1040 Screen to permit the IRS to contact the designee. To designate the preparer as the default designee for IRS contact, select this option. Preparer information will print in the Third Party Designee section as prescribed by the IRS.
Select this option if the current preparer is
not
 the designee for IRS contact. That designee will be used for all clients assigned to this preparer when the conditions to complete the Third Party Designee section are met. Note that you need to enter a
1
 (Yes) in the
Authorize discussion with IRS
 field in the 1040 Screen to permit the IRS to contact the designee.
Use the
Name
,
PIN
, and
Phone
 fields below to enter the necessary information for the designee. The entries in these fields are used to complete the Third Party Designee of the signature block area on federal and state returns when applicable.

State options group box

Mark this checkbox if you want to substitute this preparer's SSN or PTIN for the firm EIN on state signature blocks that only require the EIN.
Certain states require that the preparer title be included on returns. If the selected preparer will prepare state returns where this is necessary, enter the preparer title in this field.
New Mexico requires that the State Tax Identification number be included on certain returns. If the selected preparer will prepare New Mexico returns, enter the State Tax Identification number in this field.
New York requires that the registration number be included on certain returns. If the selected preparer will prepare New York returns, enter the registration number in this field.
Oregon requires that the state license number be included on 1040 returns. If the selected preparer will prepare 1040 Oregon state returns, enter the state license number in this field.
Puerto Rico requires that the registration number be included on certain returns. If the selected preparer will prepare Puerto Rico returns, enter the registration number in this field.
If the selected preparer will be appointed as a representative on Form PAR 101, enter the authorized agent number in this field.
Use this field to enter any specific information that certain states require preparers to include in the preparer block.

This article applies to:

  • Product: UltraTax CS
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