Form 8821 Tax Information Authorization

Note: The draft you are looking for begins on the next page.

Caution: DRAFT—NOT FOR FILING
This is an early release draft of an IRS tax form, instructions, or publication,
which the IRS is providing for your information. Do not file draft forms and do
not rely on draft forms, instructions, and publications for filing. We generally do
not release draft forms until we believe we have incorporated all changes, but
sometimes unexpected issues arise, or legislation is passed. Also, forms generally
are subject to OMB approval before they can be officially released. Drafts of
instructions and publications usually have some changes before their final release.
Early release drafts are at IRS.gov/DraftForms and may remain there even after
the final release is posted at IRS.gov/LatestForms. All information about all
forms, instructions, and pubs is at IRS.gov/Forms.
Almost every form and publication also has a page on IRS.gov with a friendly
shortcut. For example, the Form 1040 page is at IRS.gov/Form1040; the Pub. 501
page is at IRS.gov/Pub501; the Form W-4 page is at IRS.gov/W4; and the
Schedule A (Form 1040) page is at IRS.gov/ScheduleA. If typing in a link above
instead of clicking on it, be sure to type the link into the address bar of your
browser, not a Search box.
If you wish, you can submit comments about draft or final forms, instructions,
or publications at IRS.gov/FormsComments. We cannot respond to all comments
due to the high volume we receive. Please note that we may not be able to
consider many suggestions until the subsequent revision of the product.

Form

8821

▶ Go

Tax Information Authorization

OMB No. 1545-1165

For IRS Use Only

to www.irs.gov/Form8821 for instructions and the latest information.

Received by:

▶ Don’t

(Rev. February 2020)
Department of the Treasury
Internal Revenue Service

sign this form unless all applicable lines have been completed.
▶ Don’t use Form 8821 to request copies of your tax returns
or to authorize someone to represent you.

Name
Telephone
Function
Date

1 Taxpayer information. Taxpayer must sign and date this form on line 7.
Taxpayer name and address
Taxpayer identification number(s)

DRAFT AS OF
November 6, 2019
DO NOT FILE

Daytime telephone number Plan number (if applicable)

2 Appointee. If you wish to name more than one appointee, attach a list to this form. Check here if a list of additional
appointees is attached ▶
CAF No.
Name and address
PTIN
Telephone No.
Fax No.
Check if new: Address
Telephone No.
Fax No.
3 Tax Information. Appointee is authorized to inspect and/or receive confidential tax information for the type of tax, forms,
periods, and specific matters you list below. See the line 3 instructions.
By checking here, I authorize access to my IRS records via an Intermediate Service Provider.
(a)

Type of Tax Information (Income,
Employment, Payroll, Excise, Estate, Gift,
Civil Penalty, Sec. 4980H Payments, etc.)

(b)
Tax Form Number
(1040, 941, 720, etc.)

(c)
Year(s) or Period(s)

(d)
Specific Tax Matters

4 Specific use not recorded on Centralized Authorization File (CAF). If the tax information authorization is for a specific
use not recorded on CAF, check this box. See the instructions. If you check this box, skip lines 5 and 6 . . . . . . ▶
5 Disclosure of tax information (you must check a box on line 5a or 5b unless the box on line 4 is checked):
a If you want copies of tax information, notices, and other written communications sent to the appointee on an ongoing
basis, check this box
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶
Note: Appointees will no longer receive forms, publications, and other related materials with the notices.
b If you don’t want any copies of notices or communications sent to your appointee, check this box . . . . . . . . ▶
6 Retention/revocation of prior tax information authorizations. If the line 4 box is checked, skip this line. If the line 4 box
isn’t checked, the IRS will automatically revoke all prior Tax Information Authorizations on file unless you check the line 6
box and attach a copy of the Tax Information Authorization(s) that you want to retain. . . . . . . . . . . . . ▶
To revoke a prior tax information authorization(s) without submitting a new authorization, see the line 6 instructions.
7 Signature of taxpayer. If signed by a corporate officer, partner, guardian, partnership representative (or designated
individual, if applicable), executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the
legal authority to execute this form with respect to the tax matters and tax periods shown on line 3 above.
▶ IF

NOT COMPLETE, SIGNED, AND DATED, THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED.

▶ DON’T

SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE.

Signature

Date

Print Name

For Privacy Act and Paperwork Reduction Act Notice, see the instructions.

Title (if applicable)
Cat. No. 11596P

Form 8821 (Rev. 2-2020)