It sounds like you're encountering the "Missing ERO Name" error when trying to send a return for e-signature in TaxWise Online. This error typically indicates that the ERO (Electronic Return Originator) information is not correctly set up in the system.
Here are a few steps to ensure that the ERO name is properly entered:
User Settings: Make sure you have entered the ERO information in your User Settings. To do this:
Click your name on the top right of the screen and select Settings.
Click on General Settings.
Under User Settings, click on ERO and ensure that the ERO name and PTIN are correctly filled out
[1].
Return Template: If you have set up return templates, verify that the ERO information is also included in those templates. If the template overrides user settings, it might not reflect the changes made in your User Settings.
Administrator Settings: If you are an administrator, check the Administrator Settings to ensure that the ERO information is correctly set for all users. This can be done by:
Clicking your name on the top right of the screen and selecting Settings.
Clicking on General Settings and reviewing the ERO settings under Administrator Settings