REPORTING AGENT AUTHORIZATION 2026

1. Click ‘Get Form’ to open the REPORTING AGENT AUTHORIZATION in the editor.
2. In Part I, enter the Taxpayer's Legal Name, Taxpayer Identification Number, and DBA Name. Ensure accuracy as these details are crucial for identification.
3. Fill in the Taxpayer's Street Address, City, State, ZIP Code +4, Contact Name, Phone Number, and Email Address. This information helps maintain communication.
4. Proceed to Part II and provide the Reporting Agent's Legal Name and DBA Name. Include their PTIN (Preparer Tax Identification Number) for verification.
5. Complete the Reporting Agent’s Street Address, City, State, ZIP Code +4, Contact Name, Phone Number, Fax Number, and Email Address.
6. In Part III, specify the tax forms and periods for which authorization is granted. Be precise to avoid any issues with filing.
7. Finally, ensure that both the Taxpayer and Authorized Representative sign where indicated. Include printed names and titles as required.

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