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myohannes
Level 1

Form 2848 - Auto Popluate

Does one have to manually complete the rep section of each 2848?  Meaning, I can't select from a drop-down list of preparers within out firm and have the system auto-populate with address, CAF #, PTIN etc.  I think Drake had this ability and would be disappointed if we can't do the same in PTO as the whole idea of switching was for more automation, not more manual work.

 

 

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DebiHCPA
Level 3

Re: Form 2848 - Auto Popluate

There is a three digit preparer code. If you input this on the 2848 the information populates. Don't forget to check the box to send notices to you.

myohannes
Level 1

Re: Form 2848 - Auto Popluate

Got it.  Thanks! It works for Individuals, but I'm still having to manually enter info for businesses.  Is there something I'm missing on the business side?

 

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