Consent to disclosure of tax return information template 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling in the 'Purpose for forwarding information' section. Clearly state why you are consenting to the disclosure of your tax return information.
  3. Next, provide the 'Name and address to whom the information is being disclosed to.' Ensure that all details are accurate to avoid any issues with delivery.
  4. Specify the 'Duration of Consent.' Indicate how long you want your consent to remain valid. If left blank, it will default to one year.
  5. In the authorization section, write your name and the name of the entity authorized to disclose your tax return information. Also, include the year for which this consent applies.
  6. Finally, sign and date the form. Once completed, print it out and fax it back as instructed.

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When is Form 8821 required? Form 8821 should be filed when: A tax preparer, advisor, or third-party needs to access your IRS data for a specific task. You want someone to monitor your tax account for updates or issues.
Form 8821 authorizes the IRS to disclose your confidential tax information to the person you appoint. This form is provided for your convenience and its use is voluntary. The information is used by the IRS to determine what confidential tax information your appointee can inspect and/or receive.
Use: Form 2848, Power of Attorney and Declaration of Representative PDF when you want to authorize an individual to represent you before the IRS, or. Form 8821, Tax Information Authorization PDF, when you want to name an individual to inspect confidential tax return information related to the bond issuance.
Tax information authorization You can use Form 8821 to allow the IRS to discuss your tax matters with designated third parties and, where necessary, to disclose your confidential tax return information to those designated third parties on matters other than just the processing of your current tax return.
Authorize with Form 2848 - Complete and submit online, by fax or mail Form 2848, Power of Attorney and Declaration of Representative.

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