LINDAAHILL
Level 3
03-04-2022
11:56 AM
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Do you need to complete the Third Party Designee action in order to represent a client before the IRS?
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Level 15
03-04-2022
11:59 AM
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You need to be an EA, CPA or tax ATTY to represent someone before the IRS.
3rd party designee will allow you to get current year tax return/refund information for the client return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
3rd party designee will allow you to get current year tax return/refund information for the client return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15
03-04-2022
12:54 PM
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And, to represent them you need IRS Power of Attorney Form 2828 or Form 8821.
The more I know the more I don’t know.