EIN is a Required Field in Paid Preparers, Yet Not All Paid Preparers Have an EIN
In early versions of the program, EIN is marked with an asterisk implying that is a required field, yet single preparers will not always have an EIN.
The EIN is a “soft requirement”, which is to say it is not actually required, but recommended.
Put a checkmark in the "Self Employed" box, thus no longer requiring the EIN to be present.
- Select Database > Paid Preparer -or- EF Originators