Support CenterEntering Third-Party Designee info for preparers
🔍 Entering Third-Party Designee info for preparers
This guide explains what to enter in the Name, Phone Number, and PIN fields for third-party designees when you are preparing returns.
⚠️ Before You Begin
The Name, Phone Number, and PIN fields are required for electronically filed returns.
If you are filing a paper return and you do not want to enter this information, you can use the option below.
📊 Step-by-Step Guide
Step 1: Enter “Preparer” if you are paper filing
Use this when you need to avoid entering third-party designee details for a paper return.
Enter Preparer as the Designee's name, and then leave the other two fields blank (Phone Number and PIN).
Note: You will need to press F3 in those fields to take the red out.
Step 2: Only use this for paper-filed returns
Use this when you want to ensure the return can be filed correctly.
You should do this only for returns that are to be paper filed. You will not be able to electronically file the return without this information.
✅ Tip
If you do not electronically file the returns, you can set up these changes in tax form defaults.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup,getting-started