The Name, Phone Number, and PIN fields are required for electronically filed returns. However, if you are filing a paper return and do not want to enter this information, you can enter the Preparer as the Designee's name and leave the other two fields blank. Note: You must press F3 in those fields to take the red out.
You should do this only for returns that are to be paper filed. You will not be able to electronically file the return without this information.
Tip: If you do not electronically file the returns, you can set up these tax form defaults.
This information applies to all years of the UltimateTax software.
