Enlarge image | OMB No. 1545-1165 Tax Information Authorization For IRS Use Only Form 8821 ▶ Go to www.irs.gov/Form8821 for instructions and the latest information. Received by: (Rev. February 2020) ▶ Don’t sign this form unless all applicable lines have been completed. Name Department of the Treasury ▶ Don’t use Form 8821 to request copies of your tax returns Telephone Function Internal Revenue Service or to authorize someone to represent you. Date 1 Taxpayer 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) 2 Appointee. 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. 3 Tax Information. Appointee is authorized to inspect and/or receive confidential tax information forthe 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 . . . . . . ▶ 5 Disclosure 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 . . . . . . . . ▶ 6 Retention/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. 7 Signature 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) |