Fill in a Valid IRS 8821 Template

The IRS 8821 form is a document that allows taxpayers to designate an individual or organization to receive and review their tax information from the Internal Revenue Service. This form helps ensure that third parties can access important tax data while maintaining the taxpayer's privacy. For those who need to authorize someone to act on their behalf, filling out this form can be a crucial step. Fill out the form by clicking the button below.

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When dealing with tax matters, clear communication with the Internal Revenue Service (IRS) is essential. One tool that facilitates this interaction is Form 8821, which allows individuals and businesses to authorize third parties to receive and inspect their tax information. This form is particularly useful when you want to enlist the help of tax professionals, accountants, or family members to navigate the complexities of your tax situation. By completing Form 8821, you enable your designated representative to access crucial details about your tax accounts, past returns, and ongoing issues, ensuring they can provide informed assistance. It’s important to note that while Form 8821 grants access to your tax information, it does not give the representative the authority to make decisions on your behalf. The form requires specific information, including your personal details, the representative's contact information, and the tax years you wish to have covered. Understanding this form and how it operates can help streamline your communication with the IRS and ultimately contribute to better management of your tax obligations.

IRS 8821 Example

Form 8821

(Rev. February 2020)

Department of the Treasury Internal Revenue Service

Tax Information Authorization

Go to www.irs.gov/Form8821 for instructions and the latest information. Don’t sign this form unless all applicable lines have been completed.

Don’t use Form 8821 to request copies of your tax returns or to authorize someone to represent you.

OMB No. 1545-1165

For IRS Use Only

Received by:

Name

Telephone

Function

Date

1Taxpayer information. Taxpayer must sign and date this form on line 7.

Taxpayer name and address

Taxpayer identification number(s)

Daytime telephone number

Plan number (if applicable)

2Appointee. If you wish to name more than one appointee, attach a list to this form. Check here if a list of additional

appointees is attached

Name and address

CAF No.

PTIN Telephone No. Fax No.

Check if new: Address

Telephone No.

Fax No.

3Tax Information. Appointee is authorized to inspect and/or receive confidential tax information for the type of tax, forms, periods, and specific matters you list below. See the line 3 instructions.

By checking here, I authorize access to my IRS records via an Intermediate Service Provider.

(a)	(b)	(c)	(d)
Type of Tax Information (Income,	Tax Form Number	Year(s) or Period(s)	Specific Tax Matters
Employment, Payroll, Excise, Estate, Gift,	(1040, 941, 720, etc.)
Civil Penalty, Sec. 4980H Payments, etc.)

4 Specific use not recorded on Centralized Authorization File (CAF). If the tax information authorization is for a specific

use not recorded on CAF, check this box. See the instructions. If you check this box, skip lines 5 and 6 . . . . . .

5Disclosure of tax information (you must check a box on line 5a or 5b unless the box on line 4 is checked):

a If you want copies of tax information, notices, and other written communications sent to the appointee on an ongoing basis, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Note: Appointees will no longer receive forms, publications, and other related materials with the notices.

b If you don’t want any copies of notices or communications sent to your appointee, check this box . . . . . . . .

6Retention/revocation of prior tax information authorizations. If the line 4 box is checked, skip this line. If the line 4 box isn’t checked, the IRS will automatically revoke all prior Tax Information Authorizations on file unless you check the line 6

box and attach a copy of the Tax Information Authorization(s) that you want to retain . . . . . . . . . . . .

To revoke a prior tax information authorization(s) without submitting a new authorization, see the line 6 instructions.

7Signature of taxpayer. If signed by a corporate officer, partner, guardian, partnership representative (or designated individual, if applicable), executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the legal authority to execute this form with respect to the tax matters and tax periods shown on line 3 above.

IF NOT COMPLETE, SIGNED, AND DATED, THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED.

DON’T SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE.

	Signature		Date

	Print Name		Title (if applicable)

For Privacy Act and Paperwork Reduction Act Notice, see the instructions.		Cat. No. 11596P	Form 8821 (Rev. 2-2020)

Click for IRS 8821 File

File Breakdown

Fact Name	Details
Purpose	The IRS Form 8821 allows taxpayers to authorize an individual to receive confidential tax information on their behalf.
Who Can File	Any taxpayer, whether an individual or entity, can file this form to appoint someone to access their tax records.
Validity	The authorization granted by Form 8821 is generally effective until it is revoked in writing or the taxpayer dies.
State-Specific Info	Each state may have its own equivalent form for authorizing tax information disclosure. Be sure to check state-specific forms for compliance.
Submission Method	This form can be submitted to the IRS through mail, or it may be electronically filed using tax preparation software.

Guide to Using IRS 8821

Filling out the IRS Form 8821 is a straightforward process that requires careful attention to detail. This form is designed to allow you to authorize someone to receive your tax information on your behalf. Following the steps below will help ensure that you complete it accurately.

Begin by downloading and printing the IRS Form 8821 from the official IRS website.
At the top of the form, provide the taxpayer's name as it appears on tax returns. This ensures that the IRS knows who the authorization applies to.
Fill in the taxpayer’s address, including the city, state, and zip code. Make sure it matches the address on file with the IRS.
Enter the taxpayer’s Social Security Number (SSN) or Employer Identification Number (EIN). This is crucial for identification purposes.
Next, provide the name of the person you are authorizing. This individual will be able to access your tax information.
Complete the address for the authorized person, similar to how you entered your own address. This keeps communication clear.
Include the authorized person’s phone number and email address, if applicable. This helps the IRS and authorized representative stay in touch regarding your tax matters.
In the next section, specify the types of tax information you're allowing access to. You can choose specific years or all years.
Sign and date the form at the bottom. Your signature confirms that you grant permission for the designated individual to receive your tax information.
Finally, mail the completed form to the appropriate IRS office. Ensure you’ve kept copies for your records.

With the form filled out correctly and submitted, your chosen representative will be able to access the information necessary to assist you. Always keep an eye on any updates or communications from the IRS regarding your form submission.

Get Answers on IRS 8821

What is the IRS Form 8821?

The IRS Form 8821, also known as the "Tax Information Authorization," allows you to authorize another person or organization to receive and review your confidential tax information. This form is often used when you need someone, such as a tax professional or family member, to assist you with your tax matters. It's important to note that the person or organization you designate does not have the authority to represent you before the IRS or make decisions on your behalf.

Who should fill out Form 8821?

Anyone who wants to grant access to their tax information can fill out Form 8821. This is common for:

Individuals seeking help with their tax returns.
Business owners who want their accountants or tax advisors to handle business-related tax matters.
People who are unable to manage their tax affairs due to various reasons and need someone to assist them.

Remember, only you, the taxpayer, should fill out and sign this form. It is crucial that all information provided is accurate and up to date.

How do I submit Form 8821?

You can submit Form 8821 in a few easy steps:

Fill out the form completely. Ensure that you provide the name of the person or organization you are authorizing, as well as any additional details required.
Sign and date the form. Your signature confirms that you understand and agree to the authorization.
Send the completed form to the appropriate IRS office. You can find the filing address in the form's instructions.

Alternatively, you may choose to fax your completed Form 8821 to the IRS, depending on your situation. Check the instructions for additional details on submission methods.

How long does the authorization last?

The authorization granted by Form 8821 remains in effect until you decide to revoke it or until the designated individual or entity no longer needs access to your tax information. If you wish to revoke the authorization, you can do so by providing the IRS with a written statement that includes your name, address, and the name of the person or organization you are revoking. This helps to ensure that your tax information is kept secure and only shared with those you trust.

Common mistakes

Filling out the IRS Form 8821, which authorizes an individual or organization to receive confidential tax information on behalf of a taxpayer, can seem straightforward. However, many individuals make common mistakes that can lead to delays or complications. Understanding these pitfalls is essential for taxpayers seeking to ensure their forms are processed smoothly.

One frequent mistake is omitting the taxpayer’s identifying information. It is vital to provide accurate information such as the taxpayer's name, address, and Social Security number or Employer Identification Number. Failing to include any of these details may cause the IRS to reject the form outright.

Another common error involves incorrect signatures. The individual filling out the form must sign it, but sometimes, taxpayers forget this crucial step. A missing signature will prevent the IRS from processing the form, leaving the designated individual without access to the necessary tax information.

Additionally, people often overlook the end date of the authorization. Form 8821 allows taxpayers to specify the duration of the authorization. Leaving this section blank can lead to confusion, as the IRS may assume the authorization is open-ended, which may not align with the taxpayer’s intent.

The section dealing with the types of tax is also prone to mistakes. Taxpayers sometimes fail to indicate which specific types of tax the authorization pertains to. This lack of specification can result in the IRS being unable to properly identify the scope of the authorization.

Moreover, another frequent misstep involves the designation of the appointee. Taxpayers might select an individual or organization without confirming that the appointee is eligible or capable of receiving the required tax information. It is essential that the appointee is authorized and prepared to handle the information responsibly.

In some cases, individuals provide outdated contact information for themselves or the appointee. If the IRS attempts to reach out regarding the form but the contact details are incorrect, important communications may be missed. Always double-check contact information before submission.

Another mistake lies in failing to submit the form to the correct IRS address. Depending on whether the authorization pertains to a specific situation, the appropriate address may vary. Be sure to review the IRS guidelines for routing the completed form to the right office.

Additionally, not keeping a copy of the submitted Form 8821 is a significant oversight. Taxpayers should retain a copy of any IRS form they submit for their records. This practice aids in tracking the authorization and any subsequent issues that may arise.

Finally, many encounter problems with timing. Submitting the form too close to a filing deadline can lead to issues. Accountants and tax professionals need to plan ahead and ensure that the form is submitted well in advance of any necessary deadlines to prevent disruption in accessing information.

Documents used along the form

The IRS 8821 form, also known as the "Tax Information Authorization," allows taxpayers to authorize individuals to receive confidential tax information on their behalf. While this form is essential for any tax-related matters, several other forms and documents often accompany it to ensure proper handling of tax information. Below is a list of these related documents.

Form W-9: This form is used to provide your Taxpayer Identification Number (TIN) to someone who needs to report income to the IRS. It's commonly required by freelancers and contractors to confirm their tax status.
Form 4506-T: A request for a transcript of tax returns. This form allows you to obtain various tax documents directly from the IRS, which can be necessary for verification or to resolve discrepancies.
Form 1040: The standard individual income tax return form. If you are providing tax information, you might need to submit this form to detail your income, deductions, and calculations for tax owed.
Power of Attorney (Form 2848): While the 8821 allows an individual to receive information, this form grants someone the authority to act on your behalf in tax matters. It provides broader powers, including representation in audits and other IRS proceedings.

Using these forms and documents in conjunction with the IRS 8821 can streamline the tax process, ensuring that you or your representative have all necessary information and authority to handle tax matters effectively. Being thorough in your submissions will help avoid complications with the IRS.

Similar forms

The IRS Form 8821 is used for authorizing a third party to receive confidential tax information. Several other documents serve similar purposes. Below are eight documents that share similarities with IRS Form 8821 in terms of functionality and intent.

IRS Form 2848: This form, Power of Attorney and Declaration of Representative, allows someone to represent a taxpayer before the IRS, similar to how Form 8821 shares information with a third party.
IRS Form 4506-T: This is a request for a transcript of tax return information. Like Form 8821, it enables third parties to acquire specific tax information, although it does not grant representation rights.
IRS Form 8862: After a denial of a tax credit, this form is used to claim it again. While not directly authorizing a representative, it facilitates the continuation of tax processes with the IRS on behalf of a taxpayer.
IRS Form 8822: This form is used for changing an address. It doesn’t authorize someone to receive information, but it does allow important updates that may involve third parties assisting with tax matters.
IRS Form 6898: Taxpayers may use this form to authorize a third party to communicate with the IRS regarding information on debts and repayments, similar to how Form 8821 allows for information sharing.
State Tax Power of Attorney Forms: Many states have their own forms similar to IRS Form 2848, which grant authority to represent a taxpayer at the state level, akin to what Form 8821 does for IRS purposes.
IRS Form 8971: This form provides information about the beneficiaries of an estate. While it focuses on estate tax rather than individual tax, it shares the purpose of informing other parties.
IRS Form 1098-T: This form reports tuition payments and related expenses, facilitating communication between educational institutions and the IRS. Though its primary function is different, it shares the intent of providing information to third parties.

Dos and Don'ts

When filling out the IRS 8821 form, it’s important to ensure accuracy and clarity. Here are some essential dos and don’ts to keep in mind:

Do provide complete and accurate information.
Do double-check all entries for spelling and numerical accuracy.
Do sign and date the form before submission.
Do keep a copy of the completed form for your records.
Do ensure that the tax matters listed are relevant to the correct tax years.
Don't leave any required fields blank.
Don't forget to inform the designated person of their responsibilities.
Don't submit the form without verifying that you've followed all IRS guidelines.
Don't use incorrect or outdated versions of the form.

Following these guidelines will help ensure that your IRS 8821 form is filled out correctly and processed efficiently.

Misconceptions

The IRS Form 8821 is a critical document used for tax matters, yet several misconceptions about it persist. Understanding the facts can help individuals and businesses navigate their tax obligations more effectively.

Misconception 1: The IRS 8821 is a tax return.

This form does not serve as a tax return. Instead, it authorizes an individual or an entity to receive confidential tax information on behalf of a taxpayer. It is essential for clarification about who can get tax data.

Misconception 2: Submitting Form 8821 means the taxpayer is giving up control.

Actually, signing Form 8821 does not relinquish control over tax affairs. The taxpayer remains responsible for their tax filings and obligations. The form merely designates who may access information.

Misconception 3: IRS Form 8821 only applies to individuals.

Form 8821 is not limited to individuals. Businesses, trusts, and estates can also use this form to authorize representatives to access their tax information. It serves a wide range of taxpayers.

Misconception 4: Filing Form 8821 is permanent.

This form does not set a permanent arrangement. The authorization granted can be revoked or amended as needed. It’s vital to stay updated with your representation choices.

Key takeaways

The IRS 8821 form, officially known as the "Tax Information Authorization," serves as a crucial tool for taxpayers who wish to authorize someone to receive confidential tax information on their behalf. Here are some key takeaways regarding its use.

Designate an Authorized Representative: By completing the form, you effectively designate an individual or entity as your authorized representative for tax matters. This can include family members, friends, or tax professionals.
Information Confidentiality: The form allows the IRS to share your taxpayer information with the authorized representative. This means your sensitive information is not disclosed without your consent.
No Power of Attorney: It is important to note that the IRS 8821 does not grant the representative the authority to make decisions on your behalf. Instead, it simply allows them to access your tax information.
Duration of Authorization: The authorization remains in effect until you revoke it. To revoke, you must submit a new IRS 8821 or a written statement that specifies the revocation.

Using the IRS 8821 form can streamline interactions with the IRS, ensuring that the designated individual can assist you effectively while maintaining your privacy and control over personal information.