Discussion:Third Party Designee
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| 1 July 2008 | |
| For those that work at decent sized firms - is it common to list the third party designee as the firm rather than a single individual? I didn't realize this was an option until very recently (an IRS agent mentioned it when I called about a notice).
We have about 8 to 10 people working in the tax department and there are a number of people that may call about a notice received by one of our clients. We have typically made the third party designee the same as the signer, but I think it would be much more helpful to list the firm. Just thought I would see if there are any others doing it this way. | |
| 1 July 2008 | |
| Has anyone ever had an encounter with the IRS where the third-party designee was used? -- Larry Hess, CPA | Albuquerque, NM | Talk to me | |
| 1 July 2008 | |
| Sure, I've used it. On simple matters it does come in handy that we don't have to file the POA, but if it's not a very simple matter then I'll get the POA. | |
Death&Taxes (talk|edits) said: | 1 July 2008 |
| I should have on a New York return this year; client recently received a bill because New York had somehow only allowed a credit for one of seven states listed on separate IT-112-R forms, with copies of all the returns attached. I could have called and talked about the case had I done so but now must first get a POA. | |
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