third party designee

[ljwalters]

This is the only return doing this, But with new client the third party designee if checke yes will not let me creat the Efile. It claimes there is an error missing preparers 5 digit pen and preparers phone number. Everything is listed on the paid preparer's line as usual. Has anyone else had this problem TODAY? Yesterday it worked just fine.

Stressed and agitated in CA

Linda and buddy

[Lion EA]

Do a search for the history both here in Chat and in E-file. The solution: either uncheck the box or keep the check and type in your name, telephone, and PIN. IRS has gotten serious about us not using the generic Preparer.

[ljwalters]

Do a search for the history both here in Chat and in E-file. The solution: either uncheck the box or keep the check and type in your name, telephone, and PIN. IRS has gotten serious about us not using the generic Preparer.

What five digit pen are they talking about. my ptin is 9 digits counting the P.

Linda

[Lion EA]

Not your PTIN. The PIN you "sign" e-filed returns with. Your clients have five-digit pins and so do you.

[barosser]

Sent 4 returns yesterday. 2 were rejected for the PIN error. 1 had the PIN with no telephone number, other was blank other than preparer. Never have seen this error before.. oh what a day.

[Lion EA]

Go to IRS.gov and subscribe to QuickAlerts. It's a wealth of information. It's under Tax Professionals. There are other subscriptions available that might suit your practice. Be the first on your block to know when the IRS is having trouble or pulling returns or adding a new reject code.

[mcb39]

What five digit pen are they talking about. my ptin is 9 digits counting the P.

Linda

Linda....I use the last five digits of my PTIN... Now, isn't that strange. Out of 178 e-files so far, this morning I had ny first reject, for that very same reason.

[Jack from Ohio]

I e-filed 135 clients yesterday. ALL rejected for this reason. I have 400+ in que ready to be submitted that will ALL have to be recreated!!

Gotta Love the IRS!!

[mcb39]

Just found out that when you update the program, it will fix it to give you a warning when you do a return check before you create the e-file. Now, they tell us.

[ljwalters]

Thanks Everyone. I finally found the alert. It was just a supprise.

Linda and buddy

[Ray in Ohio]

I e-filed 135 clients yesterday. ALL rejected for this reason. I have 400+ in que ready to be submitted that will ALL have to be recreated!!

Gotta Love the IRS!!

Holy Smokes!!!!!!! :spaz:

[Pacun]

I e-filed 135 clients yesterday. ALL rejected for this reason. I have 400+ in que ready to be submitted that will ALL have to be recreated!!

How many preparers do you have? If I move to Ohio, will you hire me?

[Ray in Ohio]

I'd accept your application! How soon can you be here?

[Margaret CPA in OH]

Ray, I am IN Ohio. Maybe you could use me, too, after this season. My practice is sort of winding down...Pacun and I could be your 'back office.'

[Ray in Ohio]

I really do need another tax preparer in the office. We were pretty well maxed out last year and the amount of new clients we have gotten so far this year will be putting us into some seriously long(er) days to get them all done by April 15th. My stack is bigger than it has ever been and I am already working 80 to 100 hours per week. Startin to get burned out and we aren't even close to the 15th yet. I hope to find someone by next tax season.