IRS Form 8821 "Tax Information Authorization"

This version of the form is not currently in use and is provided for reference only.
Download this version of IRS Form 8821 for the current year.

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 2022 taxes;
  • A Spanish version of IRS Form 8821 is available for spanish-speaking filers;
  • 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:
Name
(Rev. February 2020)
Don’t sign this form unless all applicable lines have been completed.
Telephone
Don’t use Form 8821 to request copies of your tax returns
Department of the Treasury
Function
or to authorize someone to represent you.
Internal Revenue Service
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 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.
(b)
(c)
(d)
(a)
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
.
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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)
8821
For Privacy Act and Paperwork Reduction Act Notice, see the instructions.
Form
(Rev. 2-2020)
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:
Name
(Rev. February 2020)
Don’t sign this form unless all applicable lines have been completed.
Telephone
Don’t use Form 8821 to request copies of your tax returns
Department of the Treasury
Function
or to authorize someone to represent you.
Internal Revenue Service
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 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.
(b)
(c)
(d)
(a)
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)
8821
For Privacy Act and Paperwork Reduction Act Notice, see the instructions.
Form
(Rev. 2-2020)
Cat. No. 11596P