Reporting agent list template 2026

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  1. Click ‘Get Form’ to open the reporting agent list template in the editor.
  2. Begin by entering the 'Date of List' at the top of the form. This is essential for record-keeping.
  3. Fill in the 'Reporting Agent's Name', followed by their 'Street Address', 'City, State, ZIP'. Ensure accuracy for effective communication.
  4. Input the 'Employer Identification Number' (EIN) and select the 'List Type' as either Additions or Deletions based on your needs.
  5. Provide details for the 'Contact Person', including their name and phone number, ensuring they are reachable for any inquiries.
  6. If applicable, enter a 'Client Account Number'. This field is optional but can help in organizing your submissions.
  7. List all relevant taxpayer information under 'Taxpayer Name and Address', ensuring that Employer Identification Numbers are in ascending order as specified.

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Once Form 8655 is signed, any authority granted is effective beginning with the period indicated on lines 15, 16, 18a, 18b, and/or 18c and continues indefinitely unless terminated or revoked by the taxpayer or reporting agent.
Alternately, for purposes of electronically signing Form 8655, the Reporting Agent may contract with a third party provider offering commercial electronic signature authentication services to verify the identity of the taxpayer or their authorized representative.
A revenue agents report (RAR) details the results and findings of an IRS audit, including calculations related to any back-taxes that may be owed along with penalty amounts. Taxpayers may challenge the findings in an RAR via tax court proceedings.
Revenue Procedure 2012-32 provides the requirements for completing and submitting Form 8655, Reporting Agent Authorization. An Authorization allows a taxpayer to designate a Reporting Agent to perform certain acts on behalf of a taxpayer.
Call the IRS at (801) 620-3852 to check the status of Form 8655 applications and for any other questions regarding the Reporting Agent application process. In approximately two weeks, reporting agents receive a mailed notification of accep- tance from the IRS and, in a separate mailing, a five-digit signature PIN.

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People also ask

The Report Agents PIN application process is a 5 step process: Have each client complete and sign a Form 8655. Complete a Reporting Agents List. Send the Forms 8655 along with a Reporting Agents List to the IRS. Complete the Reporting Agents PIN Setup. Once a client has been approved for.
Definition. A Reporting Agent originates the electronic submission of certain returns for its clients, and/or transmits the returns to the IRS.

how to get reporting agent pin