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Form 8821 is used to authorize certain entities to review confidential information in any IRS office for the type of tax and the years or periods listed. Information about Form 8821, Tax Information Authorization, including recent updates, related forms, and instructions on how to file.
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. See instructions.
Form 8821 authorizes the IRS to disclose your confidential tax information to the person you designate. 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 designee can inspect and/or receive.
IRS Form 8821 Guide: Authorize tax info access without representation for loans or checks. Details personal/business tax data sharing. Clarifies form filing steps and access limits.
This comprehensive guide will walk you through the purpose of Form 8821, how to fill it out properly, its relationship to Form 2848, working with a tax professional, and the confidentiality and security concerns associated with authorizing a third party to access your tax information.
Form 8821, Tax Information Authorization, is used to obtain taxpayer information. It does not hold the same weight as Form 2848 (i.e., Form 8821 does not allow a practitioner to represent a client in any way).
Form 8821 grants you or your firm access to a taxpayer’s tax information directly from the IRS. It’s worth filling out if you are helping a client with tax planning, tax return filing or tax advisory, for example.
The IRS also created a portal for tax professionals who want to submit a Form 2848, Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization, online, rather than using the traditional methods of mailing or faxing in such forms.
You can safely upload and submit your client’s third-party authorization forms: Form 2848, Power of Attorney and Declaration of Representative PDF. Form 8821, Tax Information Authorization PDF. Log in to submit.
What is IRS Form 8821? IRS Form 8821, Taxpayer Information Authorization, is the official IRS form that taxpayers may use to authorize the IRS to release specific account information to a third party.