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LINDAAHILL
Level 3
March 4, 2022
Question

Represent client before IRS

  • March 4, 2022
  • 1 reply
  • 8 views

Do you need to complete the Third Party Designee action in order to represent a client before the IRS?

 

 

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 4, 2022
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♥¸¸.•*¨*•♫♪
    sjrcpa
    sjrcpa
    Level 15
    March 4, 2022

    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.
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