Tax Information Authorization Tax Disclosure 2026

1. Click ‘Get Form’ to open the Tax Information Authorization Tax Disclosure in the editor.
2. Begin with Section I: Taxpayer Information. Fill in your name(s), tax identification number(s), and mailing address. Ensure all required fields marked with an asterisk (*) are completed, as incomplete forms will be void.
3. In Section I, specify the Reporting Period(s) by selecting 'All tax periods' or providing specific years and periods if necessary. Also, check the relevant Tax Program(s) that apply to your situation.
4. Proceed to Section II: Authorized Representative Information. Enter the representative's name, contact details, and TAP logon if applicable.
5. In Section III: Information Authorization, carefully check all applicable authorizations for your representative. This determines their access level to your tax information.
6. Finally, sign and date the form in the Authorizing Signature section. If filing jointly, both taxpayers must sign.

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