IRS Form 8821 "Tax Information Authorization"

What Is IRS Form 8821?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on February 1, 2020. Check the official IRS-issued instructions before completing and submitting the form.

Form Details:

  • A 1-page form available for download in PDF;
  • Actual and valid for filing 2020 taxes;
  • Editable, printable, and free;
  • Fill out the form in our online filing application.

Download a fillable version of IRS Form 8821 through the link below or browse more documents in our library of IRS Forms.

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8821
Tax Information Authorization
OMB No. 1545-1165
For IRS Use Only
Form
Go to www.irs.gov/Form8821 for instructions and the latest information.
Received by:
Don’t sign this form unless all applicable lines have been completed.
Name
(Rev. January 2021)
Don’t use Form 8821 to request copies of your tax returns
Telephone
Department of the Treasury
or to authorize someone to represent you. See instructions.
Function
Internal Revenue Service
Date
1 Taxpayer information. Taxpayer must sign and date this form on line 6.
Taxpayer name and address
Taxpayer identification number(s)
Daytime telephone number Plan number (if applicable)
2 Designee(s). If you wish to name more than two designees, attach a list to this form. Check here if a list of additional
designees is attached
Name and address
CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications
Check if new: Address
Telephone No.
Fax No.
Name and address
CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications
Check if new: Address
Telephone No.
Fax No.
3 Tax information. Each designee is authorized to inspect and/or receive confidential tax information for the 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
(1040, 941, 720, etc.)
Employment, Payroll, Excise, Estate, Gift,
Civil Penalty, Sec. 4980H Payments, etc.)
4 Specific use not recorded on the 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 line 5 .
.
.
.
.
.
5 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 5
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 5 instructions.
6 Taxpayer signature. If signed by a corporate officer, partner, guardian, partnership representative (or designated
individual, if applicable), executor, receiver, administrator, trustee, or individual 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 COMPLETED, 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)
8821
For Privacy Act and Paperwork Reduction Act Notice, see the instructions.
Form
(Rev. 01-2021)
Cat. No. 11596P
8821
Tax Information Authorization
OMB No. 1545-1165
For IRS Use Only
Form
Go to www.irs.gov/Form8821 for instructions and the latest information.
Received by:
Don’t sign this form unless all applicable lines have been completed.
Name
(Rev. January 2021)
Don’t use Form 8821 to request copies of your tax returns
Telephone
Department of the Treasury
or to authorize someone to represent you. See instructions.
Function
Internal Revenue Service
Date
1 Taxpayer information. Taxpayer must sign and date this form on line 6.
Taxpayer name and address
Taxpayer identification number(s)
Daytime telephone number Plan number (if applicable)
2 Designee(s). If you wish to name more than two designees, attach a list to this form. Check here if a list of additional
designees is attached
Name and address
CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications
Check if new: Address
Telephone No.
Fax No.
Name and address
CAF No.
PTIN
Telephone No.
Fax No.
Check if to be sent copies of notices and communications
Check if new: Address
Telephone No.
Fax No.
3 Tax information. Each designee is authorized to inspect and/or receive confidential tax information for the 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
(1040, 941, 720, etc.)
Employment, Payroll, Excise, Estate, Gift,
Civil Penalty, Sec. 4980H Payments, etc.)
4 Specific use not recorded on the 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 line 5 .
.
.
.
.
.
5 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 5
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 5 instructions.
6 Taxpayer signature. If signed by a corporate officer, partner, guardian, partnership representative (or designated
individual, if applicable), executor, receiver, administrator, trustee, or individual 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 COMPLETED, 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)
8821
For Privacy Act and Paperwork Reduction Act Notice, see the instructions.
Form
(Rev. 01-2021)
Cat. No. 11596P