Follow the steps to accurately complete the PA REV-467 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section I, enter the full legal name of the designated individual who will receive the tax records. Include their telephone number, agency or firm name if applicable, email address, and mailing address along with the city, state, ZIP code, and country code.
3. For Section II, provide the taxpayer’s name or business name as it appears on the original return, along with the SSN, FEIN, or tax ID. If there is a trade name or DBA different from the legal name, enter that as well. Include the current address and the address used in filing returns.
4. Next, specify the tax type to be released, such as personal income, sales tax, or corporate tax. Additionally, indicate the record type requested, such as a tax return or report.
5. In this section, you will also need to enter the start and end dates for the tax period for which records are being requested.
6. Read and sign the certification statement where you will confirm that you are authorized to request the release of the tax records and include your full name, title, and date of signing.
7. Ensure that you attach a valid state-issued driver's license, photo ID, or passport that proves identity and address, as these are required for your request.
8. Once all sections are filled out completely, you can save your changes, download the completed form, print it, or share it as needed.

Start completing your PA REV-467 form online now to gain access to your tax records.