Get Disclosure Authorization Form - Authority Tax Services

This guide provides a clear and supportive overview of how to fill out the Disclosure Authorization Form - Authority Tax Services online. Following these steps will ensure that you accurately provide the necessary information to authorize the disclosure of your tax information.

Follow the steps to fill out the Disclosure Authorization Form

1. Press the ‘Get Form’ button to retrieve the Disclosure Authorization Form and open it for editing.
2. In Section 1, enter your taxpayer information. This includes your Federal Employer ID Number, name, address, Social Security Number, Georgia State Tax ID Number, Georgia Sales Tax Registration Number, Georgia Withholding Tax Number, and your daytime telephone number.
3. In Section 2, fill out the appointee’s information. This involves providing the appointee's name, address, one of their identification numbers, whether it is a state bar number or a Social Security number, the state and Certified Public Accountant Number, and their daytime telephone number.
4. In Section 3, indicate the tax matters the appointee is authorized to discuss. Choose the applicable tax type(s) and specify the year(s) or period(s) for which this authorization is granted, as broad terms like 'all years' are not acceptable.
5. In Section 4, if you wish to revoke any earlier authorizations, check the box provided. If you do not want to revoke all prior authorizations, specify which ones should remain valid.
6. In Section 5, sign and date the form. Ensure that the person signing is authorized to do so, whether as an individual, corporate officer, partner, trustee, or executor. A notary public must also sign and date this section, acknowledging the signature.
7. Once completed, you can save changes, download, print, or share the form as needed.

Complete your documents online now for a smooth filing process.