Form 8821: Tax Information Authorization
Lets a person or company you choose review and receive your confidential IRS tax information for specified years. Unlike Form 2848, it does not allow them to represent you.
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Instructions for filling out Form 8821: Tax Information Authorization
This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.
Who needs to fill out this document?
This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:
- Taxpayers sharing IRS records with a bookkeeper, family member or lender.
- Businesses authorizing a payroll provider to see account information.
- Advisors who need records but won't represent the client.
What you will need before starting
Before filling out the interactive form, prepare the following details and documents:
Step-by-step filling process
- Enter taxpayer details: Line 1 with your identifying information.
- Name the designee: Line 2 with the person or firm that can receive information.
- Define the scope: Line 3: tax type, forms and periods; choose whether copies of notices are sent.
- Sign and submit: Submit online, by fax or mail within 120 days of signing.
Frequently Asked Questions (FAQ)
Can my designee talk to the IRS for me?
They can receive and inspect information, but they cannot argue your case or sign for you. Use Form 2848 for that.
Can the designee be a company?
Yes. Unlike Form 2848, Form 8821 can name a business or organization.
How do I revoke it?
Send a copy of the form with 'REVOKE' written across the top and your signature to the same IRS office.
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