Third Party Designee

If you want to allow a friend, family member, or any other person you choose to discuss your tax return with the IRS, check the 'Yes' box for the Third Party Designee question on your return.

Enter the designee's name, phone number, and any five numbers the designee chooses as his or her personal identification number (PIN).  The IRS will not speak to anyone else about your return without this information.

If you check the 'Yes' box, you, and your spouse if filing a joint return, are authorizing the IRS to call the designee to answer any questions that may arise during the processing of your return. You are also authorizing the designee to:

• Give the IRS any information that is missing from your return,
• Call the IRS for information about the processing of your return or the status of your refund or payment(s), and
• Receive copies of notices or transcripts related to your return, upon request, and
• Respond to certain IRS notices that you have shared with the designee about math errors, offsets, and return preparation.

You are not authorizing the designee to receive any refund check, bind you to anything (including any additional tax liability), or otherwise represent you before the IRS.

If you want to expand the designee's authorization, see Pub. 947 on the IRS site.

The authorization will automatically end no later than the due date (without regard to extensions) for filing your current year tax return. This is April 18 for the 2021 return, for most people. If you wish to revoke the authorization before it ends, see Pub. 947.

NOTE: Using the Third Party Designee Does Not give our company any authorization to release your information to them. The Third Party Designee is for dealings between the IRS and the Third Party Designee ONLY.