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Form 8821 – Tax Information Authorization 2021

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Submit IRS Form 8821: Tax Information Authorization with Ease Using This Free Copy

Dealing with tax forms can be a daunting task. At Fill, we aim to simplify the process. Our free editable Form 8821 template is designed to make your life easier.
irs form 8821 tax information authorization template
On this page, we’ll introduce you to Form 8821, explain its purpose, and discuss common use cases. Additionally, we will share the benefits of using our free Fill template and answer frequently asked questions about this important tax document.
So, let’s dive in and discover how our free Form 8821 template can help you manage your tax information authorization with minimal hassle.

The Purpose of Form 8821: Tax Information Authorization

Form 8821, or Tax Information Authorization, is an IRS form that allows taxpayers to authorize a third party, such as a tax professional, to access their confidential tax information. This authorization grants the third-party permission to receive and inspect the taxpayer’s tax data but not to act on their behalf.

Unlike a power of attorney, Form 8821 provides less authority to the designated person, only allowing them to access and view the taxpayer’s information. This ensures that the taxpayer maintains control over their private information while still enabling them to receive assistance from a tax professional.

Use Cases of Form 8821

There are several situations in which a taxpayer may need to use Form 8821. For example, a client might authorize their tax professional to access their tax information to help them prepare their tax return. In this case, the tax professional can obtain the client’s exact tax information without being granted the power to act on their behalf.

Another use case involves lenders requesting tax information from borrowers to verify income for loan applications. By submitting Form 8821, borrowers can authorize the lender to access their tax information for a specific tax year or a designated period, ensuring that the lender has the necessary information to process the loan application.

Easy-to-Use Template

Our Form 8821 template is user-friendly and easy to navigate. With clearly marked fields and helpful tooltips, you’ll find completing the form a breeze. Save time and effort by using our free template.

Editable and Customizable

The Fill Form 8821 template is fully editable, allowing you to customize it to suit your specific needs. You can add or remove details, modify the text, and input your information directly into the form.

Secure and Confidential

We understand the importance of keeping your confidential information secure. Our platform uses advanced encryption methods to protect your data, ensuring that your private information remains safe.

Downloadable and Shareable

Once you’ve completed the Form 8821 template on Fill, you can easily download it as a PDF or print it for your records. You can also share the completed form with the necessary parties through a secure email link.

FAQ About Form 8821 or Tax Information Authorization

The authorization provided by Form 8821 typically lasts until it is revoked by the taxpayer or until it expires, as indicated on the form. Taxpayers can specify an expiration date or choose to have the authorization remain in effect indefinitely.
Yes, you can revoke the authorization granted by Form 8821. To do so, you’ll need to submit a new Form 8821 with the “Revoke” box checked in item #5. You can use the free Fill template to complete this process.
Form 8821 and Form 2848 serve different purposes. Form 8821, Tax Information Authorization, allows a third party to access and inspect your tax information without the power to act on your behalf. Form 2848, Power of Attorney and Declaration of Representative, grants a tax professional or attorney the authority to represent you before the IRS and make decisions on your behalf. In short, Form 8821 offers limited access to your tax information, while Form 2848 provides broader authority for representation.

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