I’ve noticed that on that AT1NetFileWS, the contact name/position is not being filled out on our returns.
We would like all inquiries to come to the partners of the firm vs. the individual who prepared the tax return, so under Options/Preparer/Contact, we have “Use organization contact details” checked off.
Then under Organization/Contact and Address/Contact, we have all of the relevant details filled out for the respective Partner (with the exception of “Position”, which isn’t an available field in this screen); however, those details don’t appear to be populating in the Engagement form under the Contact person/firm representative section. This is where the AT1NetFileWS populates from, so the details are also missing from that form unless we override.
Just wondering if I’m misunderstanding how this setup should be functioning, or missing a checkbox along the way somewhere?