1040-SR (Desktop) | How to Remove the Third Party Designee

Q: What is a third-party designee?
A: a third-party designee is a feature that allows the IRS to discuss your tax return information with a third party; like a friend or family member.

Remove Third Party Designee From All Returns

To remove the third-party designee from tax returns, follow the steps below:

1. From the Main Menu (Quick Menu), go to Configuration
   
   

   Open

   

2. From the Configuration Main Menu, go to Printer / Copies Setup

Open

3. Select Advanced Print Setup

Open

4. Click Default Third Party Designee to

Open

5. Choose Leave Blank

Open

Removing Third Party Designee From a Specific Return

To remove a third party designee from one specific return without affecting other returns, follow the steps below:

1. From the Tax Menu, go to Personal Information
   
   

   Open

   

    

2. Go to Other Categories
   
   

   Open

   

    

3. Click Allow Another Person to Discuss Return with IRS
   
   

   Open

   

4. When you see this question, choose NO

Open