You can set up a global third-party designee, or you can enter a designee on a return-by-return basis. If you set up a global designee, you can still override the global selection inside a specific return.

Global Setup

1. Log in to your Drake Tax Online dashboard and launch the appropriate year of Drake Tax Online.

2. Go to Setup > Setup Options > Optional Items on Return tab, and select an option from the drop list:

   • None - This option does not generate a third-party designee. You can still indicate a 3rd party designee on a selective basis (see below).

   • Return Preparer - This option uses the current preparer for each return.

     • If you have selected Return Preparer, the return preparer for each return must have a PIN. If there is no PIN entered under Setup > Preparer Setup, that preparer will not appear as the third-party designee, even if selected globally.

   • ERO - This option uses the preparer indicated in the Default ERO drop down menu on the Setup > Setup Options > Electronic Filing tab.

     • If you have selected ERO, the preparer shown on the Setup > Setup Options > Electronic Filing tab, as Default ERO, must have a PIN.

For the selected designee, you must

• enter a 5-digit PIN at Setup > Preparer Setup

• enter a telephone number under Setup > Firm Setup

Per-return Setup

To indicate a third-party designee on the return:

1. Search for and open the PREP screen.

2. Select the Yes radio button for Allow another person to discuss this return with IRS.

3. Enter the third-party designee information, including:

   • First Name

   • Last Name

   • Phone

   • PIN

   • Email - optional.

To indicate that there is no third-party designee on a single return,

1. Open the PREP screen.

2. Select the No radio button for Allow another person to discuss this return with IRS.