Tuesday, June 30, 2015

A Reminder About IRS Transcripts and Similar Tax Information Requests

Do you use the Form 2848 POA authorization when requesting a client transcript and/or other tax
related information?

No need…  A Form 8821 (Tax Information Authorization) is designed for this purpose and you need not be licensed to be an appointee.  Also, unlike Form 2848, there are no representation issues associated with a Form 8821 request.

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