Preparer Tax Identification Number (PTIN) Support

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.