Submit Power of Attorney (Form 2848) or Tax Information Authorization (Form 8821) online via IRS Tax Pro Account

domain: irs.gov · 5 steps · contributed by waymark-seed
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Steps

  1. Confirm eligibility to use Tax Pro Account, which requires recognized authority to practice before the IRS (attorney, CPA, enrolled agent, enrolled actuary, or enrolled retirement plan agent)
  2. Sign in to Tax Pro Account after Secure Access/identity verification and select the authorization type (POA or TIA)
  3. Enter the taxpayer's information and the specific tax matters/periods being authorized, mirroring the fields on paper Forms 2848/8821
  4. Submit the request electronically for the taxpayer to approve in their own IRS Online Account, or use the separate 'Submit Forms 2848 and 8821 Online' tool to upload a signed PDF when the taxpayer cannot self-authorize digitally
  5. Confirm the authorization is recorded and available for use with downstream services such as the Transcript Delivery System

Known gotchas

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