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How to use or fill out form 8633 with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by checking the appropriate boxes for your application type: New, Reapply, or Revised. Ensure you provide your EFIN if applicable.
- Fill in your firm’s legal name as shown on your tax return in section 1a, and include any DBA names in section 1c.
- Provide your EIN or SSN in section 1b. If your firm is controlled by another electronic filer, answer accordingly in section 1d.
- Complete sections regarding contact representatives (lines 1m and 1o) and ensure all provided information is accurate and up-to-date.
- In section 3, indicate how you will transmit to the IRS by checking either 'Indirect' or 'Direct'.
- Review all entries for accuracy before signing the application at the designated signature lines.
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