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Confidential Tax Information Authorization

Confidential Tax Information Authorization 2025

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The document is a Confidential Tax Information Authorization form that allows taxpayers to authorize the Department of Revenue to send their confidential tax information via unsecured email or fax and to share this information with designated third parties. It includes sections for taxpayer details, specific authorizations, and instructions for submission. The authorization remains effective until revoked in writing.

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Versions	Form popularity	Fillable & printable
2023	4.2 Satisfied (21 Votes)
2020	4.8 Satisfied (201 Votes)
2015	4.4 Satisfied (183 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is tax return information confidential?

IRS Publication 1, Your Rights as a Taxpayer, includes a full list of taxpayers rights. It includes The Right to Confidentiality. Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by the taxpayer or by law.

Should you consent to disclose tax information?

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent.

What is a borrowers consent to the use of tax return information?

Borrower understands, acknowledges, and agrees that the Lender and Other Loan Participants can obtain, use and share Borrowers tax return information for purposes of (i) providing an offer; (ii) originating, maintaining, managing, monitoring, servicing, selling, insuring, and securitizing a loan; (iii) marketing; or (

Is it illegal to release someones tax return?

You are probably aware the law protects your tax return information from disclosure to other parties by the Internal Revenue Service. IRC Section 6103 generally prohibits the release of tax information by an IRS employee. However, there are important exceptions that you should be aware of.

What is tax information authorization?

A Tax Information Authorization gives that person the legal right to review some confidential taxpayer information. A TIA relationship does not allow the representative to act on a taxpayers behalf to resolve their tax issues with FTB.

How do I allow someone else to discuss my tax return with the IRS?

File Form 8821 to: Authorize any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods listed on the form.

What is the confidentiality of tax information?

In general, the IRS cant contact third parties such as your employer, neighbors or bank, to get information to adjust or collect the tax you owe unless it gives you reasonable notice in advance.

What is taxpayer consent?

MISMOs Taxpayer Consent Language provides a consistent way for the mortgage industry to comply with the Taxpayer First Act, which requires the taxpayer to provide consent for the express purpose for which their tax information will be used.

Confidential Tax Information Authorization 2025

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