Tax Paperless Consent Form

TAX PAPERLESS CONSENT FORM

Taxpayer Information

Taxpayer Identification

Provide the Taxpayer Identification Number appropriate to the entity. Complete only the number that applies to you: Social Security Number (SSN) or Employer Identification Number (EIN).

Entity Type

Select the box that best describes the taxpayer's federal filing entity type.

Consent to Electronic Delivery

The taxpayer hereby expressly consents to receive tax forms, statements, notices, disclosures, and other documents required for federal and state tax reporting and related tax administration in electronic form instead of paper. Electronic delivery methods may include email to the address provided above, secure web portal posts, and document attachments in commonly used digital formats.

Effective date of this consent:

Hardware and Software Requirements

To receive and retain electronic documents, the taxpayer must have the necessary hardware and software to view, print and retain electronic records. By checking the acknowledgement below the taxpayer confirms they have access to an electronic device and application(s) capable of opening and printing common document formats and will maintain access for the period documents are required to be retained.

Scope, Duration, and Withdrawal of Consent

This consent applies to all current and future tax forms, statements, and notices that the preparer or payor is required to provide to the taxpayer, unless revoked in writing. The taxpayer may withdraw this consent at any time by providing written notice to the preparer or payor. Withdrawal will be effective after a reasonable processing period; withdrawal does not affect documents already delivered in electronic form prior to the effective date of withdrawal.

Request for Paper Copy

The taxpayer retains the right to request paper copies of any document delivered electronically. Upon request, a paper copy will be provided within a reasonable period and may be subject to a nominal administrative fee. To request a paper copy, submit a written request to the preparer or payor at the mailing address provided above or by replying via the contact method on file.

Certification and Perjury Statement

By signing below, the taxpayer certifies, under penalties of perjury, the following statements are true and correct:

1. The taxpayer is the individual or authorized representative of the entity identified on this form and is authorized to provide consent for electronic delivery of tax documents on behalf of the taxpayer.
2. The taxpayer has provided a correct and accessible electronic contact method and will notify the preparer or payor promptly if the contact information changes.
3. The taxpayer understands the scope of the electronic consent, the methods by which documents may be delivered, and the obligations to retain or print copies for tax and recordkeeping purposes.
4. The taxpayer understands that this consent remains in effect until revoked and that revocation will not affect documents already delivered electronically prior to revocation.

I further certify that the information provided on this form is true, correct, and complete to the best of my knowledge and that I make this electronic consent voluntarily.

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