Get Tax Information Authorization Tax Disclosure

This guide provides a comprehensive overview of the Tax Information Authorization Tax Disclosure form, including step-by-step instructions for completing each section. Designed for users of all experience levels, it ensures that you can confidently manage your tax information.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form and begin filling it out.
2. Indicate the type of request by checking one of the boxes for New, Update, Revoke, or Revoke All. This is essential for the Department to understand your specific request.
3. In Section I, provide your taxpayer information. Fill out all required fields marked with an asterisk (*), including your name(s), Tax Identification Number(s), mailing address, city, state, zip code, and telephone number. If applicable, include your Doing Business As (DBA) name as well.
4. Complete part A of Section I by entering all applicable tax identification numbers. This includes your Social Security Number, Federal Employer Identification Number, or New Mexico Business Tax Identification Number.
5. In part B of Section I, choose your reporting period(s). You can select 'All tax periods' for comprehensive access or specify particular tax years and periods if needed.
6. Select the necessary tax program(s) in part C of Section I by checking all relevant boxes. Ensure to include all tax programs that pertain to your situation, as failing to do so might restrict access.
7. In Section II, provide the authorized representative’s information. Fill in required fields such as name, mailing address, and contact details to ensure the Department can reach them.
8. In Section III, authorize information disclosure by checking all applicable boxes A through D. This determines the level of access your representative will have.
9. Complete the authorizing signature section. The taxpayer must sign and date the form, and if married filing jointly, both taxpayers must sign.
10. Finally, save or download your completed form. You can then print it for mailing or share it electronically as directed in the instructions at the end of the document.

Complete your Tax Information Authorization Tax Disclosure online today to ensure your tax information is managed effectively.