Diagnostic: 60638 - "The preparer tax identification number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing..." for a return using worksheet view.
- Article Type:
- Problem Resolution
- Last Modified:
- 01/10/2024
Symptoms
Full Diagnostic Text
Diagnostic: 60638 - "State Electronic Filing. The preparer tax identification number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing this return. This confirmation is missing in either Office Manager, Return Options; Preparer Information - Overrides Office Manager section, or Electronic Filing; Electronic Return Originator - Overrides. The PTIN must be confirmed where it was originally entered in Office Manager or Tax Preparation."
Environment
- CCH Axcess Tax
- CCH ProSystem fx Tax
- Electronic Filing
- Worksheet View
- 1041
- 1065
- 1120
- 1120S
Cause
This diagnostic issues when the PTIN information is entered, however, the registered owner of the PTIN has not confirmed that it is accurate.
Resolution
Depending on where the PTIN information was entered in (either in Return Configuration Set, Office Manager, or in Tax preparation), there are different locations the PTIN could be verified.
- For CCH Axcess™ Tax, please see our solution on how do I indicate that the PTIN entered in the Return Configuration Set (RCS) or the tax return is accurate for returns in CCH Axcess™ Tax.
- For CCH® ProSystem fx® Tax information on entering in Office Manager, see the solution how to indicate that the PTIN entered in Office Manager for returns in CCH® ProSystem fx® Tax.
Additional Information
- Click here to see this solution using interview forms.
| Solution Id | 000176421/000176421 |
|---|---|
| Direct Link |
