Third party designee for preparers
When you choose
Yes
for Authorize discussion with IRS
on the federal 1040 screen (or on the Gen
screen of any state return), the third-party designee will default to the paid preparer on the tax return.Go to
Setup
, Office Configuration
, then the Preparers
tab. On this tab you can:- Edit the designee information for the paid preparer.
- Specify that the designee is different for all clients assigned to that preparer.
Default to preparer
If you want the preparer to be the default designee for all clients assigned to them, verify the following:
- You've completed all preparer information, including theDesignee PIN.
- You've selectedPreparer (above) is the default designee.
When the third-party designee is the paid preparer, the box in the Paid Preparer section of Form 1040 will be marked. If you're filing a non-resident alien return (1040NR or 1040NR-EZ), the 3rd party designee section will be completed on the return.
Default to someone else
If you want the designee to be someone other than the preparer for all clients assigned to that preparer:
- Mark theSomeone other than the preparer is the default designeecheckbox in the Third Party Designee section
- Complete the information.noteThis information will complete the Third Party Designee section of Form 1040, Page 2.
Client-by-client basis
You can override third-party designee information on a client-by-client basis (for example, to designate a family member). In the client's return, go to the
Contact
screen in the General folder and complete the Third Party Designee section. The data you enter here will supersede the global setup you have entered by going to Setup
, then Office Configuration
.You can set the designee option for all new 1040 clients or 1040 clients converted from another application, then override it on a client-by-client basis.
- SelectSetup,1040 Individual, thenNew Client Options.
- ChooseYesorNofromAllow third party designee to discuss with IRS field.
