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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 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.

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Click ‘Get Form’ to open the Confidential Tax Information Authorization in the editor.
Enter the effective date of this authorization at the top of the form. This is typically the current date.
Fill in your UBI number, which is essential for identification purposes.
Provide complete details about your business or employer, including name, mailing address, telephone, fax, and optional email and FEIN number.
Identify the person or company authorized to receive your confidential tax information by entering their name, mailing address, and contact details.
Specify what information you wish to share. You can either list specific details or simply state 'All' for unrestricted access.
Indicate the year(s) or filing period(s) relevant to the information being shared. Again, you may choose 'All' if applicable.
Sign and date the form as an authorized signer. Ensure that you are listed in official records as eligible to authorize this disclosure.
Make a copy of this completed form for your records before faxing or mailing it to each agency as needed.

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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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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

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