Home
Forms Library
Confidential tax information authorization

Confidential tax information authorization 2025

confidential tax information authorization Preview on Page 1

Show details

4.4 out of 5

183 votes

The document is a Confidential Tax Information Authorization form that allows a business or employer to authorize the sharing of their confidential tax information with designated individuals or entities. It clarifies that this form does not grant Power of Attorney and outlines the necessary details required for completion, including effective date, UBI number, and specific information to be shared. The authorization remains in effect until canceled or replaced.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to rapidly redact Confidential tax information authorization online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is the greatest editor for modifying your documents online. Adhere to this straightforward guide to redact Confidential tax information authorization in PDF format online free of charge:

Sign up and log in. Register for a free account, set a strong password, and go through email verification to start managing your forms.
Add a document. Click on New Document and select the file importing option: add Confidential tax information authorization from your device, the cloud, or a protected URL.
Make adjustments to the sample. Take advantage of the top and left-side panel tools to modify Confidential tax information authorization. Add and customize text, images, and fillable areas, whiteout unnecessary details, highlight the important ones, and comment on your updates.
Get your paperwork completed. Send the sample to other people via email, create a link for faster document sharing, export the sample to the cloud, or save it on your device in the current version or with Audit Trail added.

Explore all the advantages of our editor right now!

See more confidential tax information authorization versions

We've got more versions of the confidential tax information authorization form. Select the right confidential tax information authorization version from the list and start editing it straight away!

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

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

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.

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 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.

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.

Can people see your tax records?

The law requires the IRS to protect your information, and you do not need to take any action or make a special request for us to protect your confidentiality. The IRS may not disclose tax returns or return information unless authorized by law.

Is it safe to send someone your tax return?

Sending tax documents by email poses significant risks because emails are not fully encrypted. Emails can also be intercepted while in transit, making them vulnerable to unauthorized access. As a result, using email for tax documents increases the risk of identity theft and tax fraud.

Is tax information privileged?

Under California law, plaintiffs enjoy what is referred to as a tax return privilege. The various statutes making it a misdemeanor for taxing authorities to disclose confidential tax return information (see e.g. Rev. Tax. C. 19542, 7056) impliedly creates this privilege.

Confidential tax information authorization 2025

Here's how it works

How to rapidly redact Confidential tax information authorization online