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- Third Party Designee default setting
Third Party Designee default setting
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davidlcarter
Level 2
02-15-2021
02:17 PM
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Trying to get Federal Returns to default to 3rd Party Designee as Yes. I have gone to Tools, Options, Miscellaneous, and checked the box for Preparer Allowed to Discuss Return, but still need to check in each return.
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dkh
Level 15
02-15-2021
08:18 PM
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It isn't check on any of the new returns? Or is it not checked on returns already created?
I think you will have to check on any return created before you change your setting in Tools/Options.....
