When this form may come up
Allowing someone to inspect or receive your tax information without authorizing representation.
- A professional or organization needs access to your tax records.
- You do not need that person to advocate or negotiate for you.
- You want authorization limited to specific forms, periods, and matters.
Documents to gather before using it
IRS forms are easier to complete when the facts and supporting documents are organized first.
- Designee information
- Tax forms and periods to disclose
- Your taxpayer identification information
- Any prior authorizations you want retained or revoked
Important caution
Use Form 2848 instead if you need a qualified representative to act on your behalf before the IRS.
Related tax problems
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