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.

Workaround

Put a checkmark in the "Self Employed" box, thus no longer requiring the EIN to be present.

1. Select Database > Paid Preparer -or- EF Originators

Article ID: 22
Created: Thu, Jul 14, 2016
Last Updated: Wed, Jul 3, 2019

Online URL: //kb.erosupport.com/article-22.html