Rev 10 19 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I by entering your Taxpayer Information. Fill in your name, address, and taxpayer identification number. Ensure you sign and date this section on page 2.
3. In the Representative(s) section, provide the names and contact details of your appointed representatives. Include their PTINs and email addresses for efficient communication.
4. Specify the Tax Matters and Tax Years covered by checking the appropriate boxes. Clearly indicate any specific tax years you wish to authorize access to.
5. Select the Acts Authorized by this Form by checking one of the three options that best describes the level of authority you are granting your representative.
6. Complete the Signature section by signing and dating the form. If applicable, ensure that all necessary parties have signed separately if a joint return is involved.

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