Preparer Tax Identification Number (PTIN) Support

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

  1. Go to Account Management > User Management.
  2. Click Edit under Actions for the user.
  3. Enter the preparer's tax identification number in the PTIN field.
  4. Click Update.

PTIN.jpg

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