Requester Information
Full legal name, business or individual taxpayer identification number (TIN or SSN), mailing address, phone, and email for contact and verification.
Using a correctly completed Order Paper Form reduces processing delays, prevents returned or rejected requests, and ensures the Vermont Department of Taxes can deliver the correct materials in a timely manner. Proper completion supports auditability and helps meet statutory retention and identification requirements under both state and federal law.
Common requesters and recipients include individual taxpayers, certified public accountants, enrolled agents, municipal treasurers, and tax-exempt organizations submitting or ordering paper forms.
A natural person signing an order for their own records or personal filings; must use the name on tax records and supply a valid taxpayer identification number where requested.
An enrolled agent, CPA, or attorney who signs on behalf of a taxpayer; include a written authorization or power of attorney when required by the Vermont Department of Taxes.
Full legal name, business or individual taxpayer identification number (TIN or SSN), mailing address, phone, and email for contact and verification.
Exact titles and form numbers requested (for example, Form W-2, Form 1099-MISC) plus quantities or date ranges for historical copies.
Specify standard mail, certified mail, or in-person pickup; include delivery address distinct from requester address if needed.
Power-of-attorney, preparer authorization, or written consent when a third party requests documents on another taxpayer’s behalf.
When fees apply, include payment method, fee amount, and any payer authorization or invoice reference required by state practice.
Signed and dated by the requester or authorized representative; include printed name and title where applicable.
| Field | Configuration |
|---|---|
| Name Field | Set as required; auto-fill from user profile |
| TIN Field | Numeric only; add validation mask |
| Signature Field | Enable eSignature; collect timestamp |
| Attachment Upload | Allow PDF/JPEG; required for POA |
The Vermont Department of Taxes may accept electronic submissions; verify acceptance for your specific request before relying on e-signatures.
Ensure any eSignature provider you use supports ESIGN and UETA legal validity, document retention, and exportable audit trails for submission or future audits.
Submit requests as early as possible; allow 2–6 weeks for paper delivery
Request corrected copies before employer or payer filing deadlines
Coordinate with federal deadlines such as Jan 31 and Apr 15
Paper requests often take longer than e-submissions
Some services are available for additional fee if offered
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A town treasurer orders historical W-2 records for a payroll audit
A CPA orders client copies of prior-year 1099s when electronic access is incomplete