Internal Revenue Service ยท United States
Form 8821: Tax Information Authorization
Used to let a person or organisation inspect or receive your confidential tax information for the matters and years you list, without representing you.
What Form 8821 is for
Form 8821 authorises a person or organisation you choose to inspect or receive your confidential tax information for the types of tax, forms and years you specify. Unlike a power of attorney it does not let them represent you or speak for you before the IRS. It is commonly used so that a lender, a bookkeeper or a family member can obtain transcripts or copies of notices.
Who uses it
- A taxpayer who wants a lender, bookkeeper or relative to receive tax information
- A business letting its bookkeeper see its tax records
- Anyone asked by a third party to authorise access to transcripts
What the form asks you for
- Your name, address and taxpayer identification number
- The designee's name, address and CAF number if they have one
- The tax matters, form numbers and years covered
- Whether copies of notices should go to the designee, and your signature
When it is the wrong form
- Form 2848 if the person must represent you before the IRS rather than only see information.
- Form 4506-T if you only need a transcript sent once.
Fill Form 8821 online
Open the official PDF in ScanMyDocz, complete its form fields in your browser, add a signature or a date if the form needs one, and download the finished copy. What you type stays in your browser.
Questions about Form 8821
Is Form 8821 the right form?
Not always. Use Form 2848 if the person must represent you before the IRS rather than only see information; Form 4506-T if you only need a transcript sent once.
Is this the current version of Form 8821?
This page describes the January 2021 version, checked against the IRS on 2026-09-15. Tax forms change, so confirm the latest version with the IRS before you rely on it.
Can I fill Form 8821 in ScanMyDocz?
Yes. Choose Fill online to complete its fields in your browser, then download the finished PDF. What you type stays in your browser.
Does ScanMyDocz give tax advice?
No. ScanMyDocz is a document editing and form-filling tool, not a tax advisor. Verify the completed form and current requirements with the relevant authority or a qualified professional.
Related forms
- W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
- W-8BEN-E Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
- W-9 Request for Taxpayer Identification Number and Certification
- W-4 Employee's Withholding Certificate
- 1040 U.S. Individual Income Tax Return
- 1099-NEC Nonemployee Compensation
ScanMyDocz provides document editing and form-filling tools. It does not provide tax, legal, or financial advice. Verify the completed form and the current requirements with the relevant authority or a qualified professional.