8821IRS · Rev. January 2021

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Tax Information Authorization

Authorize someone to inspect and/or receive your confidential tax information.

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  • Tax ID / EIN
  • Phone

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  2. 2. Pick a client. Every matching field auto-fills from the saved client profile, color-coded by confidence.
  3. 3. Review, export or sign. Review, then download the filled PDF, print it, or share a no-login link for e-signature.

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