Form 8821 authorizes the IRS to disclose your confidential tax information to the person you appoint. 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 appointee can inspect and/or receive.
How do I submit form 8821 electronically?
Submit Your Form
- Log in with your Secure Access unique username, password, and security code.
- Answer a few questions about the form that will be submitted.
- Upload a completed version of a signed Form 8821 or Form 2848.
What is the difference between Form 8821 and Form 2848?
IRS Form 8821, Tax Information Authorization, allows you certain access to your client’s information. In that way, it is similar to a power of attorney but grants less authority. The biggest difference between Form 2848 and Form 8821 is that the latter does not allow you to represent your client to the IRS.
What do you need to know about form 8821?
Form 8821 authorizes any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods you list on Form 8821. Form 8821 is also used to delete or revoke prior tax information authorizations.
What’s the difference between power of attorney and tax form 8821?
It’s easy to confuse tax Form 8821 with Power of Attorney because they both grant third party access to your private information. However, there are many important distinctions between the two. Unlike Power of Attorney, Form 8821 does not give the appointed individual or company permission to make decisions on your behalf.
Who is authorized to inspect and receive confidential tax 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.
