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Use: Form 2848, Power of Attorney and Declaration of RepresentativePDF when you want to authorize an individual to represent you before the IRS, or. Form 8821, Tax Information AuthorizationPDF, when you want to name an individual to inspect confidential tax return information related to the bond issuance.

By law, IRS telephone assistors will only speak with the taxpayer or to the taxpayer's legally designated representative. One of these forms, which is current, completed and signed: Form 8821, Tax Information Authorization. Form 2848, Power of Attorney and Declaration of Representative.

Centralized Authorization File Number A CAF number is also specific to tax preparers. In this case, only accountants and tax professionals who wish to access their client's confidential tax information (via IRS Form 8821) or represent their clients before the IRS (via IRS Form 2848) typically need a CAF number.

After We Receive Your Information It takes at least 30 days to review the documents you send us.

More In Forms and Instructions Authorize any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods listed on the form.

Tax Information Authorization You can use Form 8821 to allow the IRS to discuss your tax matters with designated third parties and, where necessary, to disclose your confidential tax return information to those designated third parties on matters other than just the processing of your current tax return.

Powered by Form 8821, Tax Guard's signature report provides information on your borrower's federal tax compliance over the past ten years or more, including all applicable 1120, 1120-S, 1065, 1040, 940, and 941 returns (and more).