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This document allows taxpayers to authorize a designated third party to access their tax information and complete/sign tax forms on their behalf.
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How to fill out authorization for a third

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How to fill out Authorization for a Third Party to Act as an Agent for Income Tax Information

01
Begin with the title of the form: 'Authorization for a Third Party to Act as an Agent for Income Tax Information'.
02
Provide your personal information, including your name, address, and Social Security Number (SSN).
03
Specify the name of the third party you are authorizing as your agent.
04
Include the third party's contact information such as address and phone number.
05
Indicate the specific tax years or periods for which the authorization is valid.
06
Sign and date the form to validate the authorization.

Who needs Authorization for a Third Party to Act as an Agent for Income Tax Information?

01
Individuals who wish to allow someone else, such as a tax professional or family member, to access their income tax information.
02
Taxpayers seeking assistance with tax-related matters who prefer not to handle their tax information personally.
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It is a legal document that allows an individual or entity to designate a third party to access and manage their income tax information on their behalf.
Any taxpayer who wishes to grant permission to a third party, such as an accountant or tax preparer, to handle their income tax information must file this authorization.
To fill out this authorization, the taxpayer needs to provide their personal information, the third party's information, the duration of the authorization, and specify the type of tax information the agent is authorized to access.
The purpose is to ensure that the designated third party can legally receive and manage the taxpayer's income tax information, facilitating tax preparation and related communications.
The information required includes the taxpayer's name, contact details, Social Security number or Tax Identification number, the agent's name and contact information, as well as the specific tax years or types of tax information being authorized.
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