Confidential tax information authorization 2026

1. Click ‘Get Form’ to open the Confidential Tax Information Authorization in the editor.
2. Enter the effective date of this authorization at the top of the form. This is typically the current date.
3. Input your UBI number in the designated field to identify your business.
4. Provide complete details about your business/employer, including name, mailing address, telephone, fax, and optional email and FEIN number. Check if any information is new.
5. Specify the person or company authorized to receive your confidential tax information by filling in their name, mailing address, and contact details. Indicate if this is a new authorization or an addition to an existing one.
6. Clearly describe what information you wish to share. You can specify certain details or simply state 'All' for full disclosure.
7. Indicate the year(s) or filing period(s) relevant to the information being shared. Again, you may choose 'All' for no limitations.
8. Sign and date the form as an authorized signer. Ensure that you are listed as a business owner or have supporting documentation if necessary.
9. Make a copy of this completed form for your records and send the original to each agency as required using provided fax numbers or addresses.

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