Third Party Designee

A taxpayer can authorize the IRS to discuss his or her return with a friend, family member, or any other person the taxpayer chooses. By checking the "Yes" box in the "Third Party Designee" area of the return, the taxpayer authorizes the IRS to call the designee to answer questions that may arise during the processing of the tax return. It also authorizes the designee to:

  1. Give the IRS any information that is missing from the tax return.
  2. Call the IRS for information about the processing of the return or the status of the refund or payments.
  3. Receive copies of notices or transcripts related to the return, upon request.
  4. Respond to certain IRS notices about math errors, offsets, and return preparation.

The designee is not authorized to receive any refund check, bind the taxpayer to anything (including any additional tax liability), or otherwise represent the taxpayer before the IRS. The authorization will automatically end no later than the due date (without any extensions) for filing the next year's return.