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This form authorizes any individual, corporation, firm, organization, or partnership designated by the taxpayer to inspect and/or receive confidential tax information from the IRS regarding specific
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How to fill out form 8821 - sba

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How to fill out Form 8821

01
Obtain Form 8821 from the IRS website or local IRS office.
02
Fill out the taxpayer's name, address, and identification number in Part I.
03
Provide the name, address, and phone number of the appointee in Part II.
04
Specify the types of tax and the years or periods for which authorization is granted in Part III.
05
Sign and date the form at the bottom of the page.
06
Submit the completed form to the appropriate IRS office.

Who needs Form 8821?

01
Any individual or business that needs to authorize someone else to receive or inspect their tax information.
02
Taxpayers who want to designate a person to represent them before the IRS without granting full power of attorney.
03
Users seeking assistance with tax matters from a tax professional or family member.
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People Also Ask about

IRS Form 8821, Tax Information Authorization, allows you certain access to your client's information. In that way, it is similar to a power of attorney but grants less authority. The biggest difference between Form 2848 and Form 8821 is that the latter does not allow you to represent your client to the IRS.
You can choose a person to research your IRS account for you. IRS Form 8821, Tax Information Authorization, allows the individual, corporation, firm, organization, or partnership that you choose to obtain information about your tax account from the IRS, but they cannot act on your behalf.
Use Form 2848 to authorize an individual to represent you before the IRS. The individual you authorize must be a person eligible to practice before the IRS.
Form 2848, Power of Attorney and Declaration of Representative PDF when you want to authorize an individual to represent you before the IRS, or. Form 8821, Tax Information Authorization PDF, when you want to name an individual to inspect confidential tax return information related to the bond issuance.
Extended Consent Validity: Unlike the 4506 form, where consent to request transcripts expires after 120 days, the 8821 form allows for transcript requests for up to three years after execution.
Extended Consent Validity: Unlike the 4506 form, where consent to request transcripts expires after 120 days, the 8821 form allows for transcript requests for up to three years after execution.
Form 8821 authorizes the IRS to disclose your confidential tax information to the person you appoint. This form is provided for your convenience and its use is voluntary. The information is used by the IRS to determine what confidential tax information your appointee can inspect and/or receive.

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Form 8821 is a tax form used to authorize an individual or organization to receive or inspect your tax information from the Internal Revenue Service (IRS).
Any taxpayer who wants to permit someone else to access their tax information must file Form 8821.
To fill out Form 8821, you need to provide your name, address, taxpayer identification number, and the name and address of the designee(s) you are authorizing, along with the types of tax information they are permitted to access.
The purpose of Form 8821 is to allow a third party to obtain or view your tax information, facilitating communication between the taxpayer and the IRS.
The information that must be reported on Form 8821 includes the taxpayer's identifying information, the designee's contact information, and the specific types of tax information the designee is authorized to receive.
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