Get Irs 8655 2024-2025

Filling out the IRS 8655 form is an important step for users looking to authorize a reporting agent to manage their tax returns and payments. This guide will provide a clear, step-by-step process to help ensure that all necessary information is accurately completed.

Follow the steps to effectively complete the IRS 8655 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the ‘Taxpayer’ section, enter the name of the taxpayer in the designated field 1a, along with the employer identification number (EIN) in field 2. If there is a trade name, include it in field 1b. Provide the full address, including city or town, state, and ZIP code, in fields 3, 4, and 6.
3. For contact information, fill in the daytime telephone number in field 7, and if applicable, include a fax number in field 8.
4. In the ‘Reporting Agent’ section, enter the name and EIN of the reporting agent in fields 9 and 10. Provide the business address, city or town, state, and ZIP code in fields 11 and 12, along with the contact person's telephone number in field 13 and fax number in field 14.
5. Under ‘Authorization of Reporting Agent to Sign and File Returns,’ indicate the relevant tax return(s) in field 15 using the specified format (YYYY/MM for quarterly returns and YYYY for annual returns).
6. Next, in ‘Authorization of Reporting Agent to Make Deposits and Payments,’ select the applicable return(s) for deposit and payment authority in field 16, using the correct format.
7. In section 17, check the box if you want the IRS to send duplicate copies of notices and correspondence regarding returns filed by the reporting agent.
8. For disclosure authorization relating to forms W-2, 1099, or 3921/3922, complete fields 18a, 18b, and 18c as appropriate.
9. If desired, authorize the reporting agent for state or local returns by checking the appropriate box in field 19.
10. Finally, review the ‘Authorization Agreement,’ certify that you have the authority to sign by providing your signature, title, and date in the designated area. Ensure all information is accurate before submission.
11. Once all sections are completed, you can save the changes, download, print, or share the finished form as required.

Complete your documents online to ensure a smooth filing process.