Support CenterEntering Third-Party Designee info for preparers
🔍 Entering Third-Party Designee info for preparers
This guide explains when and how to enter the Preparer/Designee information for electronically filed and paper returns.
⚠️ Before You Begin
Follow these instructions based on whether you are filing electronically or by paper.
📊 Step-by-Step Guide
Step 1: Understand when the fields are required
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 enter Preparer as the Designee's name and leave the other two fields blank.
Note: You will need to press F3 in those fields to take the red out.
Step 2: Confirm this applies to your filing type
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.
Step 3: Use defaults if needed
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: federal,form