Form 8821 

(Rev. February 2020) 

Tax Information Authorization 

Department of the Treasury 

Internal Revenue Service 

▶ Go to www.irs.gov/Form8821 for instructions and the latest information.

▶ Don’t sign this form unless all applicable lines have been completed. 

▶ Don’t use Form 8821 to request copies of your tax returns 

or to authorize someone to represent you.

OMB No. 1545-1165 

For IRS Use Only 

Received by: 

Name 

Telephone

Function

Date

1 Taxpayer information. Taxpayer must sign and date this form on line 7. 

Taxpayer name and address Taxpayer identification number(s)

Daytime telephone number Plan number (if applicable) 

2 Appointee. If you wish to name more than one appointee, attach a list to this form. Check here if a list of additional 

appointees is attached ▶ 

Name and address CAF No. 

PTIN 

Telephone No. 

Fax No. 

Check if new: Address Telephone No. Fax No. 

3 Tax Information. Appointee is authorized to inspect and/or receive confidential tax information for the type of tax, forms, 

periods, and specific matters you list below. See the line 3 instructions. 

By checking here, I authorize access to my IRS records via an Intermediate Service Provider.

(a) 

Type of Tax Information (Income, 

Employment, Payroll, Excise, Estate, Gift, 

Civil Penalty, Sec. 4980H Payments, etc.) 

(b) 

Tax Form Number 

(1040, 941, 720, etc.)

(c) 

Year(s) or Period(s)

(d) 

Specific Tax Matters

4 Specific use not recorded on Centralized Authorization File (CAF). If the tax information authorization is for a specific 

use not recorded on CAF, check this box. See the instructions. If you check this box, skip lines 5 and 6 . . . . . . ▶

5 Disclosure of tax information (you must check a box on line 5a or 5b unless the box on line 4 is checked): 

a If you want copies of tax information, notices, and other written communications sent to the appointee on an ongoing 

basis, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

Note: Appointees will no longer receive forms, publications, and other related materials with the notices.

b If you don’t want any copies of notices or communications sent to your appointee, check this box . . . . . . . . ▶

6 Retention/revocation of prior tax information authorizations. If the line 4 box is checked, skip this line. If the line 4 box 

isn’t checked, the IRS will automatically revoke all prior Tax Information Authorizations on file unless you check the line 6 

box and attach a copy of the Tax Information Authorization(s) that you want to retain . . . . . . . . . . . . ▶

To revoke a prior tax information authorization(s) without submitting a new authorization, see the line 6 instructions.

7 Signature of taxpayer. If signed by a corporate officer, partner, guardian, partnership representative (or designated 

individual, if applicable), executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the 

legal authority to execute this form with respect to the tax matters and tax periods shown on line 3 above.

▶ IF NOT COMPLETE, SIGNED, AND DATED, THIS TAX INFORMATION AUTHORIZATION WILL BE RETURNED. 

▶ DON’T SIGN THIS FORM IF IT IS BLANK OR INCOMPLETE. 

Signature Date 

Print Name Title (if applicable) 

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat. No. 11596P Form 8821 (Rev. 2-2020)