Tax Pro Account Going Online for Third-Party Authorization Requests
Tax Pro Account is an online system, available to the public July 18, 2021, that allows individual tax professionals to securely request third-party authorizations for an individual taxpayer as power of attorney (POA) or tax information authorization (TIA), in lieu of filing a paper Form 2848, Power of Attorney and Declaration of Representative, or Form 8821, Tax Information Authorization. Access will require the tax professional to verify their identity and pass a rigorous authentication process using Secure Access eAuthentication. [wi-21-0721-0914 (July 6, 2021)]
To complete a request for authorization using Tax Pro Account, the tax professional will need the following information:
- Their CAF number.
- The name and address, as currently on file with their CAF number per IRS records. Address must be the 50 US States and District of Columbia.
- The taxpayer’s Taxpayer Identification Number (TIN).
- The taxpayer’s name and address, as currently on file per the IRS records. Address must be the 50 US States and District of Columbia.
- The Tax Matters and Tax Years for which they are requesting authority.