TaxSlayer ProWeb allows you to set the third-party designee in a tax return to the preparer by default or leave the field blank. If the designee is the preparer, the "3rd Party Designee" check box will be checked in the Paid Preparer Use Only section of Form 1040. If the preparer is not the 3rd Party Designee, the information will print in the Third Party Designee section on Form 1040.
In the process of preparing a tax return in ProWeb, third party designee information in the return is set in the first step of the e-file process. Once that step has been saved, the information won't change in the return even if you subsequently change it in Office Setup.
To remove or change the third party designee that will pre-fill in a tax return, from the Welcome Page of TaxSlayer ProWeb select:
- Configuration
- Office Setup
- Office Designee - Select from the drop down menu:
- Default to Preparer
- Enter Specific Person - Enter their name, 5-digit PIN, and phone in the spaces provided.
- Leave Blank
To remove or change the third party designee in an existing tax return:
- Go to E-file.
- At the bottom of the Return Details step select Optional Questions.
- Change the third party designee information as desired.
Additional Information