Form 8821, Tax Information Authorization Instructions

Check this box when you want to authorize access to your IRS records via an Intermediate Service Provider.

Check this box if you are attaching a separate list that names more than two designees.

Enter the designee's full name and complete mailing address (street, city, state, and ZIP) as you want it to appear on correspondence.

Check this box if you want this designee to be sent copies of notices and communications regarding the taxpayer. Fill only if 'Designee name and mailing address' is filled.

Enter the designee's CAF (Centralized Authorization File) number assigned by the IRS. Fill only if 'Designee name and mailing address' is filled.

Enter the designee's Preparer Tax Identification Number (PTIN) issued by the IRS. Fill only if 'Designee name and mailing address' is filled.

Enter the designee's daytime telephone number, including area code and any required country or extension information. Fill only if 'Designee name and mailing address' is filled.

Enter the designee's fax number, including area code if applicable. Fill only if 'Designee name and mailing address' is filled.

Check this box if the address you entered for this designee is new or has changed. Fill only if 'Designee name and mailing address' is filled.

Check this box if the telephone number you entered for this designee is new or has changed. Fill only if 'Designee telephone number' is filled.

Check this box if the fax number you entered for this designee is new or has changed. Fill only if 'Designee fax number' is filled.

Enter Designee 2’s full name and mailing address (street, city, state, and ZIP), and company name if applicable.

Check this box if you want copies of notices and communications to be sent to this designee. Fill only if 'Designee 2 — Name and address' is filled.

Enter the CAF (Centralized Authorization File) number assigned to Designee 2 if available. Fill only if 'Designee 2 — Name and address' is filled.

Enter Designee 2’s Preparer Tax Identification Number (PTIN) if they have one. Fill only if 'Designee 2 — Name and address' is filled.

Enter Designee 2’s daytime telephone number including area code and any extension if applicable. Fill only if 'Designee 2 — Name and address' is filled.

Enter Designee 2’s fax number including area code, or leave blank if none. Fill only if 'Designee 2 — Name and address' is filled.

Check this box if the address shown for this designee is new or has changed. Fill only if 'Designee 2 — Name and address' is filled.

Check this box if the telephone number shown for this designee is new or has changed. Fill only if 'Telephone number (Designee 2)' is filled.

Check this box if the fax number shown for this designee is new or has changed. Fill only if 'Fax number (Designee 2)' is filled.

Enter the identifier, initials, or code of the IRS staff member who received or accepted this form.

Enter the full name of the IRS employee who received or processed this form.

Enter a daytime telephone number where the IRS staff member can be reached about this form, including area code and any extension if applicable.

Enter the job title or role of the IRS staff member who handled this form (for example, Reviewer or Examiner).

Enter the date the IRS received or processed this form.

Check this box if you want the IRS to retain prior tax information authorization(s) listed on the attached copy instead of revoking them (see line 5 instructions).

Check this box if the tax information authorization is for a specific use that is not recorded on the CAF (if you check this box, follow the form instructions and skip line 5).

Enter the category of tax information you are authorizing access to (for example: Income, Employment, Payroll, Excise, Estate, Gift, Civil Penalty, Sec. 4980H payments, etc.).

Enter the IRS tax form number that corresponds to the tax information being requested.

Enter the tax year(s) or specific period(s) for which the authorization applies.

Provide any specific issues, account numbers, or detailed matters related to the tax information you want to authorize access to.

Enter the category of tax information being authorized (for example: Income, Employment, Payroll, Excise, Estate, Gift, Civil Penalty, Sec. 4980H payments, etc.).

Enter the tax form number associated with this information (for example: 1040, 941, 720, or other applicable form numbers).

Enter the tax year(s) or specific reporting period(s) covered by this authorization (for example: 2020, 2018-2020, Q1 2021).

Describe the particular tax matters or issues authorized for access (for example: federal income tax liability, payroll tax details, or specific line items or issues).

Enter the category or nature of the tax information being authorized (for example, income, employment, payroll, excise, estate, gift, penalty, or specific payment types).

Provide the IRS tax form number that corresponds to the tax information being authorized.

Specify the year or tax period(s) covered by this authorization (for example, a single year, a range of years, or specific date periods).

Describe any particular tax matters, issues, or line items to be included in this authorization (leave blank to authorize all matters for the listed forms and periods).

Enter the taxpayer’s full legal name followed by the mailing address (street address, city, state, and ZIP code).

Enter the taxpayer identification number(s) assigned by the IRS (for example SSN or EIN) exactly as issued.

Enter a daytime telephone number where the taxpayer can be reached, including area code and any necessary extension.

If applicable, enter the plan number associated with the taxpayer’s retirement or benefit plan; otherwise leave this field blank.

Enter the taxpayer's handwritten signature (or typed signature) and the taxpayer's printed full name to authorize the form.

Enter the date on which the taxpayer signed this form.