A third-party designee is someone you choose to receive calls from the Tax Commission or to make calls to the Tax Commission to resolve tax issues for you. You may choose a friend, family member, or any other person to discuss your Utah tax return with the Tax Commission by completing the Third-Party Designee information on your income tax return (TC-40).
Enter the person's name and phone number in the "Third-Party Designee" area on page 2 of your Utah return. You (or they) also need to enter a personal identification number (PIN) of up to 5 digits. This is used to assure the Tax Commission does not give your personal tax return information to an unauthorized person.
You can choose your paid preparer as your third-party designee by writing "Preparer" in the third-party designee space on your return.
By choosing a third-party designee, you are authorizing the Tax Commission to call that person with any questions that may arise while processing your return. You also authorize the designee to:
You do not authorize the designee to receive any refund, bind you to anything (including any additional tax liability), or otherwise represent you before the Tax Commission. If you want to change the designee's authorization, complete and submit form TC-737, Power of Attorney and Declaration of Representative.
The authorization automatically ends on the due date for filing your 2009 tax return, (without regard to extensions). This is April 15, 2010 for most people. If you wish to revoke the authorization before it ends, submit your request in writing to the Tax Commission, attention Taxpayer Services.
