Form 8633-2026

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

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