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Posted

The Prepares Manager, E-File Tab has a box requesting a SS User ID.

Are we require to fill it out or is optional; and if I have to fill it up, Which # are they asking for. (I don't think is my SS#.

Lucho.

Happy New Year and good luck during Tax Season to everyone.

Posted

The Prepares Manager, E-File Tab has a box requesting a SS User ID.

Are we require to fill it out or is optional; and if I have to fill it up, Which # are they asking for. (I don't think is my SS#.

Lucho.

Happy New Year and good luck during Tax Season to everyone.

You would only use your social security number if you do not have a PTIN.

Maribeth

Posted

Thank you Maribeth.

Do you maean that my PTIN # is what they want in that box?

Thank againg

Lucho

If you have a PTIN, then you put that number in the appropriate box. and do not place anything in the social security box. If you do not have a PTIN, then you put your social security number in the social security box. You ONLY use one number. Does this help?

Maribeth

Posted

If you have a PTIN, then you put that number in the appropriate box. and do not place anything in the social security box. If you do not have a PTIN, then you put your social security number in the social security box. You ONLY use one number. Does this help?

Maribeth

Lucho, if you don't already have one, I recommend you get a PTIN. It's much safer than having your SSN on whatever amount of returns you prepare.

Use form W7P to request one.

Eli

Posted

Lucho, if you don't already have one, I recommend you get a PTIN. It's much safer than having your SSN on whatever amount of returns you prepare.

Use form W7P to request one.

Eli

Hi Eli

I do have a PTIN. The question was what kind of user# to use in that box.

Thank you. I wish you a profitable season.

Lucho

Posted

If you have a PTIN, then you put that number in the appropriate box. and do not place anything in the social security box. If you do not have a PTIN, then you put your social security number in the social security box. You ONLY use one number. Does this help?

Maribeth

Yes. Thank you again

Lucho

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