Form 8821, Tax Information Authorization Instructions
This form contains 45 fields organized into 5 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Authorization | ||
| topmostSubform[0].Page1[0].c1_1[0]_1 | CheckBox |
Check this box if you want to authorize the designee to receive tax information.
|
| topmostSubform[0].Page1[0].c1_2[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect tax information.
|
| Authorization Details | ||
| topmostSubform[0].Page1[0].c1_3[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_4[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_5[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_6[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_7[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_8[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_9[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_10[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].c1_11[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your tax information for the current tax year.
|
| topmostSubform[0].Page1[0].c1_12[0]_1 | CheckBox |
Check this box if you want to authorize the designee to inspect and/or receive your tax information for the previous tax year.
|
| Designee Information | ||
| Name and address | Text |
Enter the full name and address of the designee authorized to receive the tax information.
|
| CAF No | Text |
Enter the Centralized Authorization File (CAF) number of the designee, if applicable.
|
| PTIN | Text |
Enter the Preparer Tax Identification Number (PTIN) of the designee, if applicable. Maximum length is 11 characters.
|
| Telephone No | Text |
Enter the telephone number of the designee.
|
| Fax No | Text |
Enter the fax number of the designee.
|
| Name and address | Text |
Enter the name and address of the designee you are authorizing to inspect and/or receive your confidential tax information.
|
| CAF No | Text |
Enter the Centralized Authorization File (CAF) number of the designee. This number is assigned by the IRS.
|
| PTIN | Text |
Enter the Preparer Tax Identification Number (PTIN) of the designee. This number is used by tax preparers.
|
| Telephone No | Text |
Enter the telephone number of the designee.
|
| Fax No | Text |
Enter the fax number of the designee.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow1[0].f1_20[0 | Text |
Enter the name of the first designee authorized to inspect and/or receive your confidential tax information.
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| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow1[0].f1_21[0 | Text |
Enter the address of the first designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow1[0].f1_22[0 | Text |
Enter the telephone number of the first designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow1[0].f1_23[0 | Text |
Enter the CAF number of the first designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow2[0].f1_24[0 | Text |
Enter the name of the second designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow2[0].f1_25[0 | Text |
Enter the address of the second designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow2[0].f1_26[0 | Text |
Enter the telephone number of the second designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow2[0].f1_27[0 | Text |
Enter the CAF number of the second designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow3[0].f1_28[0 | Text |
Enter the name of the third designee authorized to inspect and/or receive your confidential tax information.
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| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow3[0].f1_29[0 | Text |
Enter the address of the third designee authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow3[0].f1_30[0 | Text |
Enter the name of the designee who is authorized to inspect and/or receive your confidential tax information.
|
| topmostSubform[0].Page1[0].Table_Line3[0].BodyRow3[0].f1_31[0 | Text |
Enter the address of the designee who is authorized to inspect and/or receive your confidential tax information.
|
| IRS Use Only | ||
| Received by | Text |
This field is for the IRS representative to fill out when they receive the form.
|
| Name | Text |
Enter the full name of the IRS representative who received the form.
|
| Telephone | Text |
Enter the telephone number of the IRS representative who received the form.
|
| Function | Text |
Enter the function or role of the IRS representative who received the form.
|
| Date | Text |
Enter the date when the IRS representative received the form.
|
| Taxpayer Information | ||
| Taxpayer name and address | Text |
Enter the full name and address of the taxpayer authorizing the release of tax information.
|
| Taxpayer identification number(s) | Text |
Enter the taxpayer's identification number(s), such as Social Security Number (SSN) or Employer Identification Number (EIN).
|
| Daytime telephone number | Text |
Enter the taxpayer's daytime telephone number.
|
| Plan number (if applicable) | Text |
Enter the plan number if applicable, such as for retirement plans.
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| Print Name | Text |
Print your full name as it appears on your tax return.
|
| Title (if applicable) | Text |
If applicable, enter your title (e.g., President, Trustee) when signing on behalf of an entity.
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