The program seems to have deleted the preparer code I input when installing. Every file says it is not valid. If I enter the info where asked, it only lasts while I am in that particular client, until I close that file, then it is gone completely again. This is true for business and 1040. I tried to input without being in a file and it would not stick either. I signed into "my Intuit account" as instructed, but there you can only change the firm information, not add preparers.
Anyone had this issue? How resolved? Or do I have to wait on hold forever to ask customer service?
Just to confirm, are you using ProSeries 1040? If so, you must be in HomeBase View before proceeding.
Then click the “Tools” menu and scroll to “Options” at the bottom. On left side menu, you should see “Firm/Preparer Info” half way down. Click on this, and you should be able to enter the global settings for your firm at the top. You must enter all of this information first. Then, just below the firm information, is a section called “Preparer/Electronic Return Originator (ERO) Information.” This must also be filled out with at least one tax preparer listed. Note: Some of the information may be redundant, and I suspect this may be the source of some confusion. Once the first tax preparer is entered, you can enter additional tax preparers directly beneath. Hope this helps!