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Arizona Form
E-file Signature Authorization - Fiduciary 2020
AZ-8879-F
Do not mail this form to the Arizona Department of Revenue. The ERO must retain this document a minimum of four years.
Print Name of Estate or Trust EIN (If this is a Grantor Trust, enter SSN)
Print Name and Title of Fiduciary
PART 1 – PURPOSE
• To certify the truthfulness, correctness, and completeness of the estate or trust’s electronic income tax return.
• To authorize the Electronic Return Originator (ERO) to affirm that the fiduciary wishes to use the fiduciary’s electronic signature to the estate or trust’s
federal income tax return as the fiduciary’s signature to the estate or trust’s electronic Arizona income tax return.
PART 2 – TAX RETURN INFORMATION PART 3 – FINANCIAL INSTITUTION INFORMATION
Must be present when requesting direct debit or deposit.
1Federal Taxable Income ........... 00 Foreign Account Deposit/Debit: See instructions below.
2Arizona Taxable Income ........... 00 TYPE OF ACCOUNT ROUTING NUMBER
3Balance of Tax .......................... 00 Checking Savings
Check box 4 or box 5: ACCOUNT NUMBER
4 REFUND: Enter the amount of refund...................... 00
5 AMOUNT OWED: Enter the amount owed .............. 00 DIRECT DEBIT REQUEST DATE DIRECT DEBIT PAYMENT AMOUNT
M M D D Y Y Y Y $ .00
Box 4 Checkbox – Refund: The estate or trust is due a refund based on Foreign Account Deposit/Debit Checkbox: Check the “Foreign
the information provided on its income tax return. The refund amount will Account Deposit/Debit” box if the estate or trust’s deposit will be ultimately
be deposited in the account listed in the Financial Institution Information placed in or come from a foreign account. If you check this box, do not
Section (Part 3). enter the estate or trust’s account numbers. If this box is checked, we
Box 5 Checkbox – Amount Owed: The estate or trust owes taxes based will not direct deposit or debit the account. If the estate or trust is due a
on the information provided on its income tax return. The estate or trust has refund, we will send a check instead. If the estate or trust owes tax, the
elected to direct debit for payment. The payment will be withdrawn from fiduciary must mail a check to the Arizona Department of Revenue,
the account and on the date listed in the Financial Institution Information PO Box 52016, Phoenix, AZ 85072-2016.
Section (Part 3).
PART 4 – DECLARATION AND SIGNATURE AUTHORIZATION (Sign only after completing Part 2)
Under penalties of perjury, I declare that I am a fiduciary of the above I consent to the estate or trust’s Electronic Return Originator (ERO) or
estate or trust and that I have examined a copy of the estate or trust’s On-Line Service Provider (OLSP) sending an electronic Arizona income
electronic Arizona income tax return and accompanying schedules and tax return and accompanying schedules and statements to ADOR, and I
statements for the 2020 tax year, and to the best of my knowledge and consent to my ERO or OLSP sending such information to ADOR through
belief, it is true, correct, and complete. I further declare that the amounts a transmitter. I consent to ADOR sending the estate or trust’s ERO, OLSP
of federal taxable income, Arizona taxable income, balance of tax, and and/or transmitter an acknowledgement of receipt of transmission and an
refund (or amount owed) listed above are the amounts shown on the copy indication of whether or not the transmission of the return is accepted and,
of the estate or trust’s electronic Arizona income tax return. if the return is rejected, the reason(s) for the rejection. If the processing of
6a I consent that the refund be directly deposited as designated in the the return or refund is delayed, I authorize ADOR to disclose to the estate
electronic portion of the estate or trust’s 2020 Arizona individual or trust’s ERO, OLSP and/or transmitter the reason(s) for the delay, or
income tax return. when the refund was sent. If ADOR contacts the estate or trust’s ERO for a
6b I do not want direct deposit of the estate or trust’s refund or the copy of the return, any documents or schedules to the return, and/or this
authorization form, I authorize the estate or trust’s ERO to release copies
estate or trust is not receiving a refund. of the requested documents to ADOR.
6c I authorize the Arizona Department of Revenue (ADOR) and its
designated Financial Agent to initiate an ACH electronic funds
withdrawal (direct debit) entry to the financial institution account I authorize
indicated in the tax preparation software for payment of the estate (ELECTRONIC RETURN ORIGINATOR)
or trust’s Arizona taxes owed on this return. I also authorize the
financial institutions involved in the processing of the electronic to make the election that I want the estate or trust’s electronic signature
payment of taxes to receive confidential information necessary to to the estate or trust’s electronic federal income tax return to serve as
answer inquiries and resolve issues related to the payment. the estate or trust’s signature to the estate or trust’s electronic Arizona
If I have filed a balance due return, I understand that if the ADOR does not income tax return for the 2020 tax year. I understand that when the
receive full and timely payment of the tax liability by the original due date estate or trust’s ERO makes the election that the estate or trust’s electronic
of the income tax return, the estate or trust will remain liable for the tax signature to the estate or trust’s federal income tax return will serve as
liability and all applicable interest and penalties. When electronically filing the estate or trust’s signature to the estate or trust’s Arizona income tax
the estate or trust’s federal and state tax returns, I understand that if there return, I will have signed the estate or trust’s Arizona income tax return
is an error on the federal return, the state return will also be rejected. and declared under penalties of perjury that to the best of my knowledge
and belief the return is true, correct and complete.
FIDUCIARY PEN AND INK SIGNATURE DATE
PLEASE SIGN
ADOR 11359 (20)
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