💡What’s a third-party designee?

To allow a third-party designee is to allow a person on your tax form to discuss that specific tax return and year with the IRS.

1040-SR allows you to default the third party designee to either the preparer, another designee, or leave the field blank. If the designee is the preparer, the 3rd Party Designee box will be marked in the Paid Preparer Use Only section of Form 1040. If the preparer is not the 3rd Party Designee, the information will print in the Third Party Designee section on Form 1040.

Removing Third Party Designee From All Returns (Default Settings)

• To remove the third party designee from all returns by default, from the Main Menu, select Configuration

  Open

  

   

• Go to Printer / Copies Setup

  Open

  

• Select Advanced Print Setup

• Choose Default Third Party Designee to

• Choose Leave Blank

Removing the Third Party Designee from a Single Return (Manually)

• To remove the third party designee from an existing return, from the Main Menu of the Tax Return (Form 1040)
  Usually found on the left-side
  Select Personal Information > Other Categories

• Choose Other Categories

• Choose Allow Another Person to Discuss Return With IRS

• Choose No