ALL-IN-ONE TAXPAYER AUTHORIZATION & CONSENT FORM

(IRS Filing • Disclosure • Limited IRS Communication)
1.  Taxpayer Information
Primary Taxpayer
Full Legal Name:
Date of Birth:
SSN / ITIN :
Address:
City:
State:
Zip:
Telephone:
Email:
Spouse (If Married Filing Jointly)
Full Legal Name:
Spouse Date of Birth:
SSN / ITIN:
Telephone:
Email:
2.  Filing Status (Select One)
3.  Tax Return Filing Authorization (IRS Form 8879 Equivalent)
I/We authorize
Tax Year(s):
4.  Consent to Use and Disclosure of Tax Return Information (IRS Form 7216 Compliance)
I/We authorize the tax preparer to use and/or disclose tax return information for the following purposes (check all that apply):
5.  Limited Authorization to Communicate with the IRS (Limited Power of Attorney – Administrative Scope)
I/We authorize the tax preparer to:
  • Communicate with the IRS regarding the return
  • Receive notices, transcripts, and status updates
  • Resolve routine filing or processing matters
This authorization does NOT permit:
  • Signing agreements on my/our behalf
  • Negotiating settlements
  • Representation in audits, appeals, or collections without a separate IRS Form 2848.
7.  Signatures
Primary Taxpayer Signature *
Sign using your mouse or finger.
Sign Date *
Spouse Signature (if applicable)
Required only if Married Filing Jointly.
IRS REQUIRED DISCLOSURES & DISCLAIMERS
Federal Disclosure – Internal Revenue Code §7216
Electronic Filing Disclosure
Electronic Signature Consent
No Legal Representation Disclaimer