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Tax Return Request Authorization Form This form documents our customers permission to release a copy of current/prior year tax returnsThis form can be used for the following types of returns: (complete
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How to fill out tax return request authorization

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How to fill out tax return request authorization

01
Step 1: Obtain the tax return request authorization form from the appropriate tax authority.
02
Step 2: Fill in your personal identification information, such as your name, address, and social security number.
03
Step 3: Provide details about the tax return you are requesting, including the tax year and any specific forms or schedules you need.
04
Step 4: Sign and date the authorization form.
05
Step 5: Submit the completed form to the tax authority either by mail or electronically, following their specific instructions.

Who needs tax return request authorization?

01
Individuals who want to authorize someone else, such as a tax professional or a family member, to obtain their tax return information on their behalf.
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Tax return request authorization is a form that allows someone to request a tax return on behalf of a taxpayer.
Anyone who is authorized to request a taxpayer's tax return information may be required to file tax return request authorization.
To fill out tax return request authorization, you must provide your personal information, the taxpayer's information, and details about your authorization to request the tax return.
The purpose of tax return request authorization is to grant permission for someone else to obtain a taxpayer's tax return information.
The tax return request authorization form may require information such as the taxpayer's name, social security number, and the reason for the request.
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