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Tax BAS Authorization Form

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Tax BAS Authorization Form

This Tax BAS Authorization Form authorizes an appointed agent to access, prepare, lodge and receive information related to Business Activity Statements (BAS) and associated tax records for the taxpayer identified below, subject to the scope and limitations set forth herein.

Taxpayer Information







Taxpayer Identification Number (TIN)

Provide either Social Security Number (SSN) or Employer Identification Number (EIN). Only one is required.

Agent / Representative Information

Scope of Authorization

The taxpayer authorizes the agent to take the following actions on behalf of the taxpayer (check all that apply):






Authorization Period

This authorization begins on and ends on unless earlier revoked in writing by the taxpayer.

Certification and Authorization

By signing below, the taxpayer certifies and agrees to the following statements:

1. I authorize the named agent to access, prepare, sign and lodge Business Activity Statements and to receive related notices and correspondence for the taxpayer identified on this form, to the extent indicated in the Scope of Authorization.

2. This authorization includes the release and disclosure of tax records and information necessary for the agent to perform the authorized functions, and authorizes communication between the agent and tax authorities regarding BAS matters.

3. I acknowledge that the agent is not relieved of any obligations to comply with tax laws and that I remain ultimately liable for all tax obligations, penalties and interest arising from BAS filings and related tax matters unless otherwise determined by applicable law.

4. I understand that this authorization will remain in effect until the end date specified above or until I provide written revocation to the agent and, where required, to the relevant tax authority. Revocation does not affect actions taken by the agent while the authorization was in effect.

5. I certify that the information provided on this form is true, correct and complete to the best of my knowledge, and that I am authorized to execute this authorization for the taxpayer identified herein.

6. I understand that false statements made on this form may subject the signatory to penalties under applicable law.

Acknowledgement

The agent agrees to act in accordance with this authorization and to use taxpayer information only for authorized purposes. The agent will safeguard taxpayer information in accordance with professional standards and applicable law.

Taxpayer Printed Name:

Signature:

Date:

Title / Capacity (if signing for entity):

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What the Tax BAS Authorization Form Is and when it’s used

The Tax BAS Authorization Form documents a taxpayer's written authority for a third party — typically an accountant, payroll provider, or tax agent — to prepare, access, and file business tax reports and related returns on the taxpayer's behalf. It clarifies the scope of authority (which returns, which periods, and whether the agent can receive confidential tax notices), records the effective dates, and establishes how the authorization may be revoked. While BAS is a common shorthand for business activity statements in other jurisdictions, this template is intended for U.S. businesses that need a formal authorization for tax filing, information exchange, and preparer access.

Why a clear authorization form matters for tax administration

A written Tax BAS Authorization Form reduces ambiguity about who may view or file tax reports, protects both parties with explicit scope and dates, preserves an audit trail for compliance, and supports electronic execution consistent with ESIGN and UETA requirements for enforceability.

Why a clear authorization form matters for tax administration

Typical users and when each should complete the form

Use this form whenever you assign filing privileges, change the scope of access, or replace a preparer to ensure continuity and reduce filing risk.

  • Small business owners granting bookkeeping or payroll firms access to file sales, payroll, or franchise tax returns
  • Accountants and enrolled agents documenting client authority to file and receive IRS correspondence
  • Payroll providers and third‑party administrators needing explicit consent to submit wage or withholding reports

Essential elements to include in a professional authorization

A complete Tax BAS Authorization Form defines scope, identifies parties, sets dates, lists access methods, notes supporting documents, and explains how to terminate authority.

Authorization scope

Specify which tax returns, reporting periods, and specific actions (prepare, file, receive notices) the agent is authorized to perform and any limitations.

Effective period

State the start date and expiration or renewal conditions so filing authority and statute of limitations exposure are clear for each reporting period.

Party identification

Include full legal names, business names, EIN/SSN, addresses, and contact details for both the taxpayer and the authorized agent.

Access & authentication

Define permitted access channels (online accounts, FTP, email) and expected authentication methods for account linking or portal access.

Supporting documents

List attachments required to effect the authorization such as a completed IRS Form 2848, power of attorney, or client engagement letter.

Revocation terms

Describe how authorization is revoked, notice methods, effective revocation date, and any obligations during a transition.

Required information fields at a glance

Taxpayer name: Full legal name
Taxpayer ID: EIN or SSN
Business name: DBA or legal entity
Contact details: Street address, phone
Authorized agent: Name, firm, PTIN/EIN
Authorization dates: Start and end dates

Step-by-step: completing the Tax BAS Authorization Form

Follow these core steps to create a valid authorization that can be retained electronically and reproduced on demand.

  • 01
    Prepare details: Gather taxpayer and agent legal names, IDs, and reporting periods.
  • 02
    Define scope: List specific returns and actions the agent may perform.
  • 03
    Add signatures: Obtain signatures from authorized signers and date the form.
  • 04
    Store copy: Keep signed PDF and audit trail in secure records.

Configuring an online authorization and eSignature workflow

Map settings for authentication, routing, and retention before sending the form for signature.

Field Configuration
Authentication level Email link | SMS code | KBA
Signature order Sequential or parallel routing
Retention settings Archive signed PDF + audit trail
Notifications Email confirmations to all parties

Technical considerations for eSigning and eSubmission

Ensure the chosen platform can retain audit trails, export ISO‑compatible signed PDFs, and meet any regulatory controls required by your industry.

  • File formats: PDF, DOCX supported
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: SMS, email, KBA

Where to submit the completed authorization and common routing paths

After execution, route the signed form according to the authority granted and filing requirements for each tax type.

  • Tax preparer: Store with client engagement file and link to tax software.
  • Payroll vendor: Upload to payroll portal for wage reporting access.
  • State agencies: Provide on request to state revenue departments when required.
  • IRS records: Retain copy to support third‑party access and e‑file authorization.

Relevant timing and filing deadlines to bear in mind

Some forms associated with authorized filings have strict deadlines; keeping the authorization current avoids missed filings and penalties.

W-9 / TIN requests:

Provide when requested; no fixed IRS filing deadline

W-2 and 1099 deadlines:

Recipient and IRS deadline is Jan 31 for many forms

1040 individual return:

April 15 (Oct 15 extension with Form 4868)

FBAR filing:

April 15 with automatic extension to Oct 15

Authorization renewals:

Renew before expiration to maintain uninterrupted filing access

Key penalties and risks from incomplete or incorrect authorizations

Incorrect TIN: Backup withholding 24%
Late 1099 filing: Penalty $60–$330 per form
Intentional disregard: $660+ per form
I-9 paperwork: $281–$2,789 per violation
Unauthorized filing: Potential taxpayer liability
Missing audit trail: Disallowed electronic proof

Sample eSignature vendor comparison for executing the Tax BAS Authorization Form

Below is a concise comparison of common capability and pricing dimensions. signNow appears first per guidance and pricing reflects annual billing where applicable.

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

Practical tips for accurate, auditable authorizations

Adopt a few standard practices to reduce errors and ensure the authorization will be accepted by tax authorities and service providers.

Standardize templates
Use a consistent form with required fields and plain‑language scope to avoid ambiguity and speed processing.
Record consents
When obtaining electronic signatures, capture consent to do business electronically and retain a durable audit trail.
Verify identities
Use multi‑factor authentication or credential checks for agents accessing portals and filing on behalf of taxpayers.
Schedule reviews
Periodically review authorizations and revoke or renew proactively to prevent unintended access.

Frequently asked questions about the Tax BAS Authorization Form

Answers to common questions about validity, electronic signatures, revocation, and handling disputes when a third party files on your behalf.


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