Get Form 2678 (rev. October 2007). Employer/payer Appointment Of Agent - Masscp

Filling out Form 2678 is essential for employers and payers who wish to appoint an agent to manage their tax responsibilities or revoke an existing appointment. This guide provides clear instructions to help you navigate the form efficiently.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the Form 2678 and open it for editing.
2. In Part 1 of the form, select the appropriate box to indicate whether you are appointing a new agent for tax reporting or revoking an appointment by checking the respective option.
3. Complete Part 2 labeled ‘Employer or Payer Information’. You will need to provide specific details including the employer identification number (EIN), the employer's or payer's name, and the trade name if applicable, along with the address.
4. Indicate which forms the agent will handle by checking all relevant options in Part 2. It is crucial to note that you cannot appoint an agent for all tax forms.
5. Sign and date the form in the designated ‘Consumer's Signature’ area. Print your name and title in the fields provided.
6. Now pass the form to your appointed agent to fill out Part 3. This section requires the agent to provide their EIN, name, and address, as well as verify their signatures.
7. Once both parties have signed, review the form for completion and accuracy before final submission.
8. Submit the completed Form 2678 to the appropriate IRS address as indicated in the filing instructions.
9. After submitting, keep a copy for your records. Await confirmation from the IRS regarding the approval of your appointment.
10. You may choose to save the completed form, download it for your records, print it, or share it as needed.

Complete the Form 2678 online today to efficiently manage your tax responsibilities.