Follow the steps to fill out Form 8973 accurately.

1. Press the ‘Get Form’ button to access the Form 8973 and open it in your preferred digital editor.
2. In Part 1, indicate the purpose for filing the form by selecting whether a service contract started, ended, or if you are correcting a previously filed Form 8973.
3. In Part 2, provide the customer information, including the employer identification number (EIN), customer name, trade name (if applicable), and complete address details.
4. Mark the forms that the CPEO will file or stop filing, checking all that apply, including Form 940, Form 941, and others as indicated.
5. Fill out Part 3 with the CPEO information, including the CPEO’s EIN, name, trade name, and complete address.
6. In Part 4, answer the questions regarding your relationship with the customer. Respond with 'Yes' or 'No' as appropriate. If 'No' is selected, skip to Part 5.
7. Complete Part 5 by having the customer sign, date, and print their name, title, and best daytime phone number.
8. Ensure the CPEO provides their signature, date, and contact information in Part 6, affirming the accuracy of the form.
9. Incorporate the CPEO Consent to Disclosure of Tax Information if applicable, ensuring all relevant signatures are obtained.
10. After completing all sections of the form, save your changes, and choose to download, print, or share the form as needed.

Start completing your Form 8973 online today to ensure timely and accurate reporting.