Q: What is a third-party designee?
A: a third-party designee is a feature that allows the IRS to discuss your tax return information with a third party; like a friend or family member.
Remove Third Party Designee From All Returns
To remove the third-party designee from tax returns, follow the steps below:
From the Main Menu (Quick Menu), go to Configuration
2. From the Configuration Main Menu, go to Printer / Copies Setup
3. Select Advanced Print Setup
4. Click Default Third Party Designee to
5. Choose Leave Blank
Removing Third Party Designee From a Specific Return
To remove a third party designee from one specific return without affecting other returns, follow the steps below:
From the Tax Menu, go to Personal Information
Go to Other Categories
Click Allow Another Person to Discuss Return with IRS
4. When you see this question, choose NO
