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 the Drake Zero or Web1040 hub.

2. Launch the year of Drake Zero or Web1040 for which you are completing setup.

3. On the Setup > Setup Options > Optional Items on Return tab, 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).

   • Preparer 1 through 9 - You can select any one of the first nine preparers that you have set up at Setup > Preparer Setup.

   • 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 under any of these choices, you must

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

• enter a telephone number under Setup > Firm Setup

To override the third party designee from within a return, use the PREP screen information described below.

Per-return Setup

To indicate a third party designee:

• In the return, search for and open the PREP screen.

• Select the Yes radio button for Allow another person to discuss this return with IRS,

• 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,

• In the return, open the PREP screen.

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