System Setup - Signatory and Designee
NOTE: You may set up the DEFAULT Signatory and Designee information in System Setup and APPLY it to ALL clients for faster setup. Signatory and Designee information is used in Paper Returns, as well as Electronic Returns.
Signatory Name
Enter the name of the person responsible for signing tax returns.
Title
Enter Title such as "owner", "accountant", "CPA", "Payroll Service Provider", etc.
SSN
Enter Signatory's social security Number.
Phone
Enter Signatory's Phone Number.
Enter Signatory's Email - Some Tax Agencies ask for it.
Designee Name
Enter the name of the person who is authorized to discuss the Tax return with the IRS or any other state tax Agency.
Phone
Enter Designee's Phone Number.
PIN
Enter Designee's Personal ID Number - This is usually a 5-digit self-assigned number and it is needed when calling a Gov't agency to discuss a particular tax return.
Apply Information to All Clients
The DEFAULT information entered in System Setup about the Signatory and the Designee can be applied to all Employers by pushing the appropriate button. This procedure, however does not include employers who have not authorized the payroll Processor to sign tax returns. To set up each employer separately, go to Client Functions, Edit Client, Tax Filing and Other Information.