{"id":35415,"date":"2018-03-02T16:09:24","date_gmt":"2018-03-02T22:09:24","guid":{"rendered":"https:\/\/resource-center.hrblock.com\/?p=35415"},"modified":"2019-10-08T16:04:30","modified_gmt":"2019-10-08T21:04:30","slug":"tax-dictionary-third-party-designee","status":"publish","type":"post","link":"https:\/\/hrbcomlnp.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/tax-dictionary-third-party-designee\/","title":{"rendered":"What Is a Third Party Designee?"},"content":{"rendered":"<p>You can let the IRS discuss your tax return information with a third party, like a friend or family member. You do this by marking the\u00a0<strong>Third Party Designee\u00a0<\/strong>checkbox of your return.<\/p>\n<p>This lets the IRS discuss your return with the person you designate, even if they\u2019re not a tax professional. Things the IRS can discuss with the third party designee on your tax return include the processing of your current tax return and the status of tax refunds. This authorization is limited to the tax return with the completed\u00a0<strong>Third Party Designee\u00a0<\/strong>checkbox and <strong>Paid Preparer Use Only\u00a0<\/strong>section. This third party designee authority over the tax return only lasts one year from the due date of the return.<\/p>\n<h2>More About IRS Third Party Designees<\/h2>\n<p>If you check the <strong>Third Party Designee\u00a0<\/strong>checkbox, that designation doesn\u2019t allow that person to:<\/p>\n<ul>\n<li>Contact the IRS on your behalf to discuss tax information about other tax years<\/li>\n<li>Help you with an unpaid balance or audit issues<\/li>\n<\/ul>\n<p>If you need help with an <a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/tax-dictionary-unpaid-taxes\/\">unpaid balance<\/a>, <a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/tax-dictionary-irs-tax-audit\/\">audit<\/a>, or <a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/tax-problems\/\">other tax issue<\/a>, you&#8217;ll need to sign and file a <a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/tax-dictionary-power-attorney\/\">Form 2848:\u00a0Power of Attorney and Declaration of Representative<\/a>. This form lets you name a person who can contact any department of the IRS on your behalf for any tax years you list on the form.<\/p>\n<p><a href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/audits-and-tax-notices\/research-irs-account\/\">Learn more about researching your IRS account.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can let the IRS discuss your tax return information with a third party, like a friend or family member. You do this by marking the\u00a0Third Party Designee\u00a0checkbox of your return. This lets the IRS discuss your return with the person you designate, even if they\u2019re not a tax professional. Things the IRS can discuss [&hellip;]<\/p>\n","protected":false},"author":605,"featured_media":26453,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,51],"tags":[],"class_list":["post-35415","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-irs","category-audits-and-tax-notices"],"acf":[],"yoast_head":"<title>Third Party Designee | H&amp;R Block<\/title>\n<meta name=\"description\" content=\"Do you want to appoint a third party designee on your tax return? 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