Form 8821
Let your firm read your IRS records. Nothing more.
Form 8821 lets a named firm see the IRS information you list, such as transcripts. It does not let anyone represent you, sign for you or change anything with the IRS.
TODO: LEGAL REVIEW REQUIRED before launch
Signing
Four steps, one signature in ink.
- Your firm fills in the official IRS Form 8821 with your details, the designee, tax matters and years.
- You download it from your portal, check every line, then print it and sign and date it by hand.
- You upload the whole signed form. Your CPA reviews it.
- Your firm submits it to the IRS through an official IRS channel. This portal does not submit it for you.
Revoking
Changed your mind?
Removing the form from your portal does not cancel it with the IRS. Follow the IRS Form 8821 instructions to revoke it, then message your firm so they stop using it.
Version 2026-11-04-draft-2
The wording you'll see
Form 8821 authorizes the IRS to disclose the tax information, forms and periods listed on the completed official form to the named designee. It does not authorize representation before the IRS, signing a return, or substituting for either §7216 consent.
Review the completed official Form 8821 provided by your firm, including your name, address, taxpayer identification number, designee, tax matters, periods, and the effect on prior authorizations. Do not sign an incomplete or blank form. Each spouse needs a separate Form 8821; this packet authorizes only the named taxpayer.
Download the completed form, print it, sign and date line 6 by hand, then upload the entire signed form. Your firm must review it and submit it through an IRS-permitted channel. Uploading here is not IRS submission or acceptance.
An electronically signed Form 8821 requires the IRS online submission channel and, where applicable, remote identity authentication by the submitter. This portal does not claim to perform that identity authentication. Use the handwritten-signature workflow here.
Revoking a portal record does not revoke an IRS authorization. Follow the IRS Form 8821 instructions to revoke the authorization with the IRS and notify your firm.