Get If This Authorization Is Not Signed And Dated, It Will Be Returned

Filling out the IF THIS AUTHORIZATION IS NOT SIGNED AND DATED, IT WILL BE RETURNED form is essential for authorizing a representative to receive your confidential tax information. This guide provides clear instructions to help you complete this form accurately and efficiently online.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to access the form and open it in your preferred online document editor.
2. In the first section, provide your taxpayer information. This includes your name, social security number, and address. Make sure these details are accurate to avoid processing delays.
3. Next, move to the appointee section. Enter the full name and address of your appointed representative. If applicable, include their CAF number and contact details.
4. For tax matters, specify the type of tax, relevant tax form numbers, and the years involved. Ensure all entries are precise and include only the necessary details, as vague references can lead to rejection.
5. Indicate if this authorization is for a specific use not recorded on the Centralized Authorization File by checking the appropriate box. This may change where the form will be sent.
6. In the disclosure section, choose whether to permit ongoing communications to your appointee. You must check one of the provided options.
7. Decide if you want to revoke any previous authorizations by checking the relevant box and following any necessary attachment requirements.
8. Finally, sign and date the form. Ensure that the signature is from the appropriate person, as specified, and verify all details before submission.
9. Once completed, you can save your changes, download a copy for your records, print the document, or share it online as needed.

Complete your forms online to ensure a smooth and efficient process.