Get 8655

Form 8655 is used to authorize a reporting agent to sign and file certain tax returns on your behalf. This step-by-step guide will help you understand how to complete the form effectively and efficiently online.

Follow the steps to complete the 8655 form online easily.

1. Click ‘Get Form’ button to access the form and open it in the designated online editor.
2. In the Taxpayer section, complete the following fields: 1a. Enter the name of the taxpayer as distinct from any trade name. 2. Provide the Employer Identification Number (EIN). 1b. Enter the trade name, if applicable. 4. If applicable, check the box indicating you are a seasonal employer. 3. Fill in any other identification number as required. 6. Write the address including number, street, and room or suite number, along with the city, state, and ZIP code. 7. Input the contact person’s name and 13. daytime telephone number. 8. If applicable, include the fax number.
3. In the Reporting Agent section, enter the following information: 10. Provide the reporting agent's Employer Identification Number (EIN). 11. Enter the reporting agent's name. 12. Fill in the reporting agent's address—the number, street, and room or suite number, as well as the city, state, and ZIP code. 13. Provide the contact person’s name and daytime telephone number. 14. Enter the fax number if applicable.
4. For the Authorization of Reporting Agent to Sign and File Returns section, indicate the tax return types along with the starting year or quarter on line 15. Use the prescribed format for entering years and quarters. Ensure you only include future periods from the date of authorization.
5. In the Authorization of Reporting Agent to Make Deposits and Payments section, input the starting date for tax returns to authorize for deposits or payments on line 16. Follow the guidelines to ensure proper formatting.
6. Under the Disclosure of Information to Reporting Agents section, check the boxes as required to authorize the reporting agent to receive tax information and notices from the IRS regarding your authorization.
7. Complete the Form W-2 series or Form 1099 series Disclosure Authorization if you wish to grant additional disclosure rights. Enter the effective years accordingly.
8. For the State or Local Authorization, check the appropriate box to allow the reporting agent to file local or state returns as required.
9. In the Authorization Agreement section, read the agreement statement carefully. Then, sign and date the form in the designated areas.
10. After completing the form, you can save changes, download a copy, print it, or share it as needed to finalize the process.

Complete your Form 8655 online today to ensure your reporting agent is authorized effectively.