Third-Party Designee dialog

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This dialog enables you to set up Third-Party Designee information globally for Forms 940, 941, 943, 944, or 945. If the Third-Party Designee checkbox is marked in the appropriate Supplemental Information dialog, specify the applicable Third-Party Designee information by entering their name, PIN, and phone number in the appropriate fields in the Third-Party Designee dialog.

Choose Utilities > Payroll Tax Processing and then click the United States flag (940, 941, 943, 944, or 945) icon in the shortcut bar on the left or choose 940, 941, 943, 944, or 945 from the View menu. From the form window, choose Setup > Third-Party Designee.

Fields & buttons

Related topics

Form 940 Supplemental Information dialog

Form 941 Supplemental Information dialog

Form 943 Supplemental Information dialog

Form 944 Supplemental Information dialog

Form 945 Supplemental Information dialog

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