SafeSend Returns can recognize PTIN numbers after submission of a federal return and match it to an existing user in the firm. To work properly, users must have PTINs added to their user profiles.
Important
- Only a System Admin can add PTINs to user profiles.
- The ERO/Signer of a return only changes to the matched PTIN after the return is submitted and its status changes to READY.
- If a PTIN is not recognized on a return, the ERO/Signer must be selected in the Client Info tab during processing.
- If you do not want to manually select an ERO during processing, select a default ERO in your My Settings menu.
Adding PTINs to users profile
- Go to Account Management > User Management.
- Click Edit under Actions for the user.
- Enter the preparer's tax identification number in the PTIN field.
- Click Update.
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