Get Form 8633 (rev. July 2003)

This guide provides comprehensive instructions on filling out the Form 8633 (Rev. July 2003) online. By following these steps, you will ensure that your application to participate in the IRS e-file program is completed accurately and efficiently.

Follow the steps to successfully complete the Form 8633 online.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Begin by checking the appropriate boxes regarding the type of application you are submitting. This includes options such as 'New,' 'Revised EFIN,' or 'Add New Location.' Make sure to select only one box that applies.
3. Provide your firm's Employer Identification Number (EIN) or Social Security Number (SSN) as appropriate.
4. Enter the legal name of your firm as shown on the tax return in the specified field, and include the Doing Business As (DBA) name if applicable.
5. Fill in the business location address, ensuring no P.O. Box is listed. Also, provide a separate mailing address if it differs from the location.
6. List the primary and alternate contact names along with their respective titles and phone numbers. This will ensure IRS can reach out to someone during processing.
7. Answer all applicable questions regarding your operations, such as if you will originate electronic returns, act as a reporting agent, or develop electronic filing software.
8. Complete the Principals section if applicable, providing the necessary details for individuals with significant ownership or relevant titles. Make sure to include their Social Security Numbers.
9. Have all required individuals sign where indicated, and if necessary, attach evidence of professional status or fingerprint cards as instructed.
10. Review your completed application for accuracy, ensuring all sections are filled out and signed appropriately.
11. Finally, save your completed form, and consider downloading or printing a copy for your records prior to submission.

Start filling out your Form 8633 online today to ensure compliance with the IRS e-file program.