Form preview

Get the free Consent to Disclose Tax Return Info to 3rd Party

Get Form
Consent to Disclose Tax Return Information (To be used for taxpayer requests only)Tax return Preparer: Peck Jenkins Kirchner CPA's Name of Taxpayer(s): ___ Purpose of Consent: To satisfy taxpayer(s)
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign consent to disclose tax

Edit
Edit your consent to disclose tax form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your consent to disclose tax form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing consent to disclose tax online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to benefit from the PDF editor's expertise:
1
Log into your account. If you don't have a profile yet, click Start Free Trial and sign up for one.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit consent to disclose tax. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out consent to disclose tax

Illustration

How to fill out consent to disclose tax

01
Obtain the consent to disclose tax form from the relevant organization or individual.
02
Fill out the form with your personal information, such as name, address, and social security number.
03
Specify the tax information that you are authorizing to be disclosed, including tax returns or account information.
04
Sign and date the form to acknowledge your consent.
05
Submit the completed form to the organization or individual that requires the consent to disclose tax.

Who needs consent to disclose tax?

01
Individuals or organizations that are required to disclose tax information to a third party, such as tax preparers, financial institutions, or government agencies, may need consent to disclose tax.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.5
Satisfied
44 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

To distribute your consent to disclose tax, simply send it to others and receive the eSigned document back instantly. Post or email a PDF that you've notarized online. Doing so requires never leaving your account.
The pdfFiller mobile applications for iOS and Android are the easiest way to edit documents on the go. You may get them from the Apple Store and Google Play. More info about the applications here. Install and log in to edit consent to disclose tax.
You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign consent to disclose tax and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.
The consent to disclose tax is a form that allows a taxpayer to authorize the IRS to disclose their tax information to another party.
Any taxpayer who wants the IRS to disclose their tax information to another party is required to file the consent to disclose tax form.
The consent to disclose tax form can be filled out by providing the necessary taxpayer information, specifying the authorized party, and signing the form.
The purpose of the consent to disclose tax is to authorize the IRS to share a taxpayer's tax information with another party, such as a tax preparer or financial institution.
The consent to disclose tax form typically requires information such as the taxpayer's name, Social Security number, the authorized party's name, and the specific tax information to be disclosed.
Fill out your consent to disclose tax online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.