Reporting agent list template 2025

1. Click ‘Get Form’ to open the reporting agent list template in the editor.
2. Begin by entering the 'Date of List' at the top of the form. This is essential for record-keeping.
3. Fill in the 'Reporting Agent’s Name' and their complete 'Street Address', followed by 'City, State, ZIP'. Ensure accuracy for effective communication.
4. Input the 'Employer Identification Number' (EIN) for the reporting agent. Remember, this must be listed in ascending numerical order if there are multiple entries.
5. Select the 'List Type' as either Additions or Deletions based on your needs.
6. Provide details for the 'Contact Person', including their name and phone number, ensuring that they can be reached easily.
7. For each taxpayer, enter their account number (optional), EIN, Name Control, and address accurately. Use fictitious examples as a guide but replace them with actual data.

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