IRS TAX INFO

FORM 2848 (POWER OF ATTORNEY AND DECLARATION OF REPRESENTATIVE)

  • Have the attorney as the only name on the form.
  • IRS requires a phone number for the client.
  • Get issued a CAF# by entering “none”
  • Tax matter: Fill out the 3 columns correctly by KEEPING SEPARATE MATTERS SEPARATE
  • Taxpayer must SIGN AND DATE.
  • Representative must SIGN AND DATE.
  • IRS will accept faxed signatures.
  • *Fax Form 2848 to the Appropriate CAF Unit.

FORM 4506 REQUEST FOR A COPY OF THE ACTUAL RETURN (SELDOM USED)

FORM 4506-T REQUEST TRANSCRIPTS

FORM 8821

    • Tax Information Authorization
    • Used by Support Staff

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