Confidential Tax Information Authorization 2026

1. Click ‘Get Form’ to open the Confidential Tax Information Authorization in the editor.
2. Begin by filling in your personal information in the 'My information' section. Include your taxpayer or business name, account ID/UBI number, mailing address, city, state, zip code, phone number, email, and fax.
3. In the authorization section, select whether you want to send your confidential tax information via email or fax by checking box A. If you are sharing information with a third party, complete section B with their details.
4. Specify what information you wish to share and for which reporting periods. You can choose to authorize any information or limit it to specific periods.
5. Proceed to the signature section where you will sign and date the form. Ensure that you declare your authority to sign this document.
6. Finally, submit the completed form via fax, email, or mail as indicated at the bottom of page 2.

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