Third Party Designee - ATX

[JackieCPA]

Since the Main Info tab cannot be customized in the master forms - is there a way to get this box to be automatically checked for everyone or is it something that has to be looked at per client? 

[Abby Normal]

For new clients, create a blank return with everything the way you want it. Duplicate this blank return to set up a new client.

For existing clients, it should rollover.

[Lee B]

In all the years that the third party designee has existed, I have always filed in the details but I have never used it 

[Abby Normal]

29 minutes ago, cbslee said:

In all the years that the third party designee has existed, I have always filed in the details but I have never used it 

Same.

[Sara EA]

In all the years I have used it and the client had an issue, the IRS still demanded the 2848 before they would talk to me.  Our software automatically checks it, but in practice it's useless.

[jklcpa]

I was able to use it successfully on one occasion when the contact with IRS was made within 12 mos of filing.  Other than that one time, it seems rather pointless.

[Lion EA]

I have my software set to check that automatically. I've been able to use it a couple times, saving getting a 2848 signed and filed. But, it is only good for a year.