Fill out Form 8821, Tax Information Authorization with Instafill.ai
Form 8821, Tax Information Authorization, allows taxpayers to authorize someone to access their confidential tax information. This form is essential for ensuring that trusted individuals can manage tax matters on behalf of the taxpayer.
#1 AI PDF Filling Software of 2024
3 out of 4 customers say they prepare their Form 8821 forms in 37 seconds or less
Secure platform for your PDF forms and personal information
Form 8821, Tax Information Authorization free printable template
Instafill Demo: filling out a legal form in 27 seconds
How to Fill Out Form 8821 Online for Free in 2024
Are you looking to fill out a 8821 form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2024, allowing you to complete your 8821 form in just 37 seconds or less.
Follow these steps to fill out your 8821 form online using Instafill.ai:
- 1 Visit instafill.ai site and select Form 8821.
- 2 Enter taxpayer information in section 1.
- 3 List designees in section 2.
- 4 Specify tax information in section 3.
- 5 Sign and date the form in section 6.
- 6 Check for accuracy and submit form.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
Why Choose Instafill.ai for Your Fillable Form 8821 Form?
Speed
Complete your Form 8821 in as little as 37 seconds.
Up-to-Date
Always use the latest 2024 Form 8821 form version.
Cost-effective
No need to hire expensive lawyers.
Accuracy
Our AI performs 10 compliance checks to ensure your form is error-free.
Security
Your personal information is protected with bank-level encryption.
Frequently Asked Questions About Form Form 8821
Form 8821, Tax Information Authorization, is a document used by taxpayers to designate individuals or entities to receive certain types of tax information from the Internal Revenue Service (IRS). The purpose of Form 8821 is to allow the IRS to disclose tax information to the designees named by the taxpayer.
Form 8821 should be completed by any individual or entity that wants to authorize the IRS to disclose tax information to a designee. This includes U.S. citizens, resident aliens, and nonresident aliens.
The taxpayer must provide their name, taxpayer identification number (TIN), and contact information on Form 8821. They must also provide the name, TIN, and contact information of each designee they wish to authorize. Additionally, the taxpayer must sign and date the form to make it valid.
A designee is an individual or entity that is authorized by the taxpayer to receive certain types of tax information from the IRS. The taxpayer can name multiple designees on Form 8821, but each designee must have a unique purpose for receiving the tax information.
The tax information that can be authorized for each designee includes income reported on Form 1042-S, Statement for Recipients of Foreign Source Income, and income reported on Form 1099. The taxpayer can also authorize the designee to receive copies of notices and letters from the IRS.
An Intermediate Service Provider (ISP) is an entity that facilitates the transfer of information between two parties. In the context of Form 8821, Tax Information Authorization, an ISP is a person or entity that is authorized to receive tax information from the IRS on behalf of the taxpayer. The taxpayer completes Form 8821 and designates the ISP as the person or entity to receive the tax information. Form 8821 is used when the taxpayer wants to authorize someone other than themselves to receive their tax information from the IRS.
If the tax information authorization on Form 8821 is for a specific use not recorded on the Consent and Authorization Form (CAF), the taxpayer should write the specific use in the space provided for 'Additional Information' on line 7 of Form 8821. The IRS will use this information to ensure that the correct tax information is provided to the designated person or entity.
To revoke a prior tax information authorization, the taxpayer must submit a new Form 8821, Tax Information Authorization, with a clear indication that the previous authorization is being revoked. The new form should be sent to the IRS as soon as possible, and the IRS will process the revocation as soon as it is received. It is important to note that revoking a tax information authorization does not affect the validity of any tax information that has already been disclosed to the designated person or entity before the revocation was processed.
If the person signing Form 8821 is not the taxpayer, they must indicate their relationship to the taxpayer and provide their name, address, and taxpayer identification number (TIN). The person signing the form is attesting that they are authorized to act on behalf of the taxpayer and that the taxpayer has authorized them to receive the tax information. This person may be a guardian, executor, receiver, administrator, or trustee, among other roles.
A guardian is a person appointed by a court to manage the affairs of a minor or incapacitated person. An executor is a person named in a will to carry out the instructions of the will. A receiver is a person appointed by a court to manage the property of another person. An administrator is a person appointed by a court to manage the estate of a deceased person. A trustee is a person or entity that manages property for the benefit of another person or persons. These roles may be designated on Form 8821 if the person signing the form is acting in that capacity for the taxpayer.
The Privacy Act notice on Form 8821 informs taxpayers that the Internal Revenue Service (IRS) may disclose their tax information to the person they designate on the form for specified purposes. The Paperwork Reduction Act notice advises taxpayers that they are not required to provide the Social Security number (SSN) on the form, but that it is required for the form to be processed efficiently. The IRS may contact the taxpayer to verify the SSN or to request additional information.
No, Form 8821, Tax Information Authorization, is not used to request copies of tax returns or to grant someone the authority to represent the taxpayer before the IRS for tax matters. For tax return copies, taxpayers should file Form 4506, Request for Copy of Tax Return, or Form 4506-T, Request for Transcript of Return, instead. To grant someone representation authority, taxpayers should file Form 2848, Power of Attorney and Declaration of Representative (or Form 8821 for individuals outside the United States).
The OMB No. 1545-1165 is the Office of Management and Budget (OMB) control number assigned to the IRS for the collection of information on Form 8821. The OMB control number is used to ensure that the collection of information is necessary and efficient, and that the burden on taxpayers is minimized.
It is essential to complete all applicable lines on Form 8821 before signing to ensure that the IRS has accurate and complete information about the person being designated. Incomplete forms may cause delays in processing or may result in incorrect information being recorded. Taxpayers should provide their full name, SSN, contact information, and the name and SSN or taxpayer identification number (TIN) of the person they are designating. If the taxpayer is outside the United States, they should also provide their country of residence and mailing address.
The person receiving the completed Form 8821 is typically an individual or organization that the taxpayer wants to grant permission to access their tax information for specific purposes. These purposes may include receiving copies of tax returns, discussing tax matters with the IRS, or representing the taxpayer before the IRS. The person designated on Form 8821 must have a valid Taxpayer Identification Number (TIN) and must sign and date the form to acknowledge their consent to the terms and conditions.
Form 8821, Tax Information Authorization, is used to request another person or entity to provide you with various types of tax information. Line 3 is for requesting taxpayer identification number (TIN) verification, while line 4 is for requesting copies of tax forms. TIN verification is the process of confirming that an individual or entity has a valid TIN. Copies of tax forms are requested when you need to review the taxpayer's income and tax payments to determine your own tax liability. By completing line 3, you are requesting the IRS to confirm the TIN provided by the taxpayer. By completing line 4, you are requesting the taxpayer to mail you copies of their tax forms directly.
If Form 8821 is not completed, signed, and dated properly, the IRS may not be able to process your request for tax information. The form must be filled out completely and accurately, with all required fields filled in. It must also be signed and dated by the person or entity making the request. If the form is not completed properly, the IRS may return it to you for correction, causing delays in processing your request. To avoid any issues, make sure to carefully review the instructions on the form and complete it accurately before submitting it to the IRS.
Compliance Form 8821
Validation Checks by Instafill.ai
1
Ensures that all required fields on IRS Form 8821 are accurately completed
This validation check ensures that all mandatory fields on the IRS Form 8821, also known as the Tax Information Authorization form, are filled out correctly and completely. It scrutinizes each section to confirm that no essential information is missing or incomplete. The check includes verifying that the taxpayer's name, address, and tax identification number are present, along with the appointed representative's information and the specific tax matters and periods being authorized.
2
Confirms that the taxpayer's identification information matches IRS records
This validation check confirms that the taxpayer's identification information, such as the Social Security Number (SSN) or Employer Identification Number (EIN), accurately matches the records held by the IRS. It cross-references the provided identification details with the IRS database to ensure that there are no discrepancies that could lead to processing delays or rejections of the authorization form.
3
Verifies that the authorization details specify the types of tax information and years/periods authorized
This validation check verifies that the authorization details on the form clearly specify the types of tax information that the taxpayer is authorizing for disclosure, as well as the specific years or periods covered by the authorization. It ensures that the form includes all necessary details such as the form number, tax type, and year or period, so that the IRS can accurately fulfill the request without ambiguity or error.
4
Checks that the form does not authorize actions beyond inspection and receipt of confidential tax information
This validation check ensures that the IRS Form 8821 does not inadvertently or inappropriately authorize any actions beyond the inspection and receipt of confidential tax information. It carefully reviews the form to confirm that it does not grant permission for activities such as negotiating checks, representing the taxpayer before the IRS, or receiving refunds, which are not within the scope of Form 8821.
5
Validates that prior authorizations are revoked unless explicitly stated otherwise on the form
This validation check validates that any prior authorizations for tax information disclosure are considered revoked unless the taxpayer explicitly states otherwise on the form. It checks for any statements or checkboxes that indicate the taxpayer's intention to maintain previous authorizations, ensuring that the taxpayer's current wishes regarding access to their tax information are accurately reflected and enforced.
6
Submission within 120 days
The AI ensures that the Tax Information Authorization form is submitted within the specified timeframe of 120 days from the date of signature, provided the authorization is not intended for IRS tax matters assistance. This validation is crucial to maintain the form's validity and to comply with the time-sensitive nature of tax information authorizations.
7
Electronic signature for online submission
The AI confirms that electronic signatures are utilized appropriately and are only applied to forms that are submitted online. This validation check is important to ensure the integrity of the submission process and to adhere to the guidelines that govern electronic signatures and their use in digital form submissions.
8
Specific-use authorization
The AI verifies that specific-use authorizations are correctly addressed to the appropriate IRS office handling the matter. It also ensures that these authorizations are not recorded on the Centralized Authorization File (CAF), as this could lead to processing errors or misdirection of sensitive tax information.
9
Instructions on line 5 compliance
The AI checks that the instructions provided on line 5, which pertain to retaining or revoking prior authorizations, are followed accurately. This validation is essential to ensure that the taxpayer's intentions regarding previous authorizations are respected and correctly executed.
10
Signature verification
The AI ensures that the signature on line 6 is provided by the taxpayer or an individual who is authorized to act on their behalf, in accordance with the form's instructions. This validation check is a critical step in confirming the identity and authority of the individual submitting the Tax Information Authorization form.
11
Confirms that the form is signed and dated by the taxpayer or authorized individual
The AI ensures that the Tax Information Authorization form has been duly signed and dated by the taxpayer or an individual with the authority to do so. It checks for the presence of a signature in the designated area and verifies that the date is current and properly formatted. The AI also confirms that the signature and date align with the information provided in the form, ensuring that the authorization is valid and legally binding.
12
Verifies that the form includes a declaration that the appointee is not disbarred or suspended from practice before the IRS if applicable
The AI verifies the inclusion of a declaration stating that the appointee, the individual granted authority by the form, is not disbarred or suspended from practice before the IRS, if such a declaration is applicable. It checks for the specific language or checkbox that confirms the appointee's eligibility to represent the taxpayer. This validation is crucial to maintain the integrity of the authorization and to prevent unauthorized representation.
13
Checks for the inclusion of any necessary attachments or documentation required by the form
The AI checks for the inclusion of all necessary attachments or documentation that may be required by the Tax Information Authorization form. It scans for references to additional documents within the form and ensures that any mentioned attachments are present and correctly associated with the form. This step is essential to ensure that the authorization is complete and that all relevant information is available for review by the IRS.
14
Ensures that the form is filled out in accordance with the detailed instructions provided in the form content
The AI ensures that the Tax Information Authorization form is filled out in strict accordance with the detailed instructions provided within the form content. It cross-references each field with the corresponding instructions to confirm that the information is entered correctly and that no sections are left incomplete. This thorough review process helps prevent errors that could invalidate the form or cause delays in processing.
15
Validates the correct method of delivery (mail or fax) for specific-use authorizations
The AI validates the correct method of delivery for the Tax Information Authorization form, whether it is to be sent via mail or fax, especially for specific-use authorizations. It checks the form's instructions and any applicable IRS guidelines to determine the proper delivery method. The AI then confirms that the form is prepared for submission in the correct format, ensuring that it reaches the intended destination without any issues.
Common Mistakes in Completing Form 8821
The Tax Information Authorization form requires the taxpayer's signature on line 6 to validate the authorization. Neglecting to sign the form may result in processing delays or even rejection by the IRS. To avoid this mistake, ensure that all required signatures and dates are provided as instructed on the form.
The Tax Information Authorization form must be submitted to the IRS within 120 days of signing it. Submitting the form after this timeframe may result in processing delays or even rejection by the IRS. To avoid this mistake, it is recommended to submit the form as soon as possible after signing it and gathering all necessary information and signatures.
The Tax Information Authorization form is not intended to be used for authorizing representation or negotiation of checks. Instead, taxpayers should use Form 2848 (Power of Attorney and Declaration of Representative) for such purposes. Using the wrong form for this purpose may result in processing delays or even rejection by the IRS. To avoid this mistake, ensure that the appropriate form is used for each authorization or representation purpose.
Part I of the Tax Information Authorization form requires taxpayers to specify the types of tax information they wish to authorize. Failing to do so may result in the IRS only granting authorization for some, but not all, of the requested information. To avoid this mistake, ensure that all necessary types of tax information are specified on Part I of the form.
The Tax Information Authorization form requires taxpayers to provide their correct and complete Taxpayer Identification Number (TIN) on line 1. Providing an incorrect or incomplete TIN may result in processing delays or even rejection by the IRS. To avoid this mistake, ensure that the TIN provided on the form is the same as the one on file with the IRS and that all digits are included.
One crucial aspect of the Tax Information Authorization form is the management of prior authorizations. Failure to retain or revoke prior authorizations as instructed on line 5 can lead to confusion and potential miscommunication between parties. To avoid this mistake, ensure that you maintain an up-to-date record of your authorizations and promptly revoke any outdated ones. This will help prevent unnecessary delays and potential errors in processing your tax information.
Another common mistake is submitting electronic signatures outside of the online submission process. While electronic signatures offer convenience, they must be used in accordance with the instructions provided on the form. To avoid this mistake, only use electronic signatures when utilizing the IRS-approved online submission process. This will help ensure that your signature is valid and recognized by the IRS.
Failing to mail or fax specific-use authorizations to the IRS office handling the matter is another common mistake. These authorizations are necessary for the IRS to release your tax information to third parties, such as financial institutions or government agencies. To avoid this mistake, ensure that you mail or fax the specific-use authorizations to the correct IRS office as soon as possible. This will help ensure that your tax information is released in a timely and accurate manner.
Saved over 80 hours a year
“I was never sure if my IRS forms like W-9 were filled correctly. Now, I can complete the forms accurately without any external help.”
Kevin Martin Green
Your data stays secure with advanced protection from Instafill and our subprocessors
Robust compliance program
Transparent business model
You’re not the product. You always know where your data is and what it is processed for.
ISO 27001, HIPAA, and GDPR
Our subprocesses adhere to multiple compliance standards, including but not limited to ISO 27001, HIPAA, and GDPR.
Security & privacy by design
We consider security and privacy from the initial design phase of any new service or functionality. It’s not an afterthought, it’s built-in.
Fill out Form 8821 with Instafill.ai
Worried about filling PDFs wrong? Instafill securely fills 8821 forms, ensuring each field is accurate.
