Form 8821 (Rev. January 2021): how to file the Tax Information Authorization
Lets a person or firm (an accountant, a bookkeeper, Placetta's team) see the business's IRS records; it does not let them act for the business. Signed by an officer, then submitted online, faxed or mailed to the IRS unit for the business's state.
- Agency
- Internal Revenue Service
- Where it applies
- US federal
- How it's filed
- Paper form, faxed or mailed
- Fee
- Free
The form, line by line
| Line | What goes there |
|---|---|
| 1 | Taxpayer name and addressThe business name on the first line, its address on the next. |
| 1 | Taxpayer identification number (EIN)The business's EIN. Placetta never writes an SSN or ITIN; the signer adds one by hand if needed. |
| 1 | Daytime telephone number |
| 2 | Designee name and address (the person who may see the tax information)Name on the first line, address on the next. |
| 2 | Designee CAF No. |
| 2 | Designee PTIN |
| 2 | Designee telephone No. |
| 2 | Designee fax No. |
| 2 | Send the designee copies of notices and communications?Yes / No |
| 3(a) | Type of tax information (income, employment, payroll, excise...), one per line |
| 3(b) | Tax form number (1120, 941, 720...), one per line |
| 3(c) | Year(s) or period(s), one per line |
| 3(d) | Specific tax matters, one per line |
| 4 | Is this for a specific use not recorded on the CAF?Yes / No |
| 5 | Keep prior tax information authorizations in effect (attach copies)?Yes / No |
| 6 | Print name of the person signing |
| 6 | Title (if applicable) |
Official links
Checked against the agency's own page.
Every filing links to the agency's own page, and every fact comes from an official form or agency page. Agency requirements change; check the agency's page before you file. How we source and check these guides
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