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You can elect to have someone of your choosing discuss your federal tax return with the IRS by completing the Third Party Designee section. To enter the Third Party Designee into the TaxAct® Program:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then select Federal.
  2. Click Miscellaneous Topics in the middle of the screen to expand the category, then click Third Party Designee
  3. The program will proceed with the interview questions for you to enter or review the appropriate information.

You can also designate yourself as a third party designee if you are preparing a tax return for someone else.

According to the IRS Form 1040 instructions, page 60:

If you want to designate your paid preparer's firm or business, check the "Yes" box and complete the other information requested. Don’t check the "3rd Party Designee" box in the "Paid Preparer Use Only" section.


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