Tax Return Authorization Form

Tax Return Authorization Form

Taxpayer Information

Individual
Sole proprietorship
Corporation
Partnership
Trust / Estate
Other:

Authorized Representative / Preparer

Returns and Periods Covered

Tax year(s) or period(s) covered:

Scope of Authorization

By selecting any of the authorities below, the taxpayer authorizes the named representative to act on taxpayer's behalf for the listed matters. Authorization granted is subject to the terms below.

Represent the taxpayer before tax authorities, including conferences, audits, and appeals related to the covered periods.
Receive and inspect tax returns, account transcripts, and related tax information.
Sign tax returns electronically on the taxpayer's behalf where allowed.
Discuss tax matters, notices, and assessments with taxing authorities and third parties.
Prepare and file amended returns and related forms for the covered periods.
Receive confidential tax information and refund information (does not include physical control of refund checks unless expressly authorized below).
Receive refund checks on behalf of the taxpayer (express grant; exercise caution).
Engage other tax professionals or legal counsel as necessary to represent the taxpayer concerning the covered matters.

Fees, Payment, and Records

Fee arrangement (select one and provide details):
Flat fee   Hourly /hour   Contingent/Percentage

Billing and payment authorization: The taxpayer authorizes the preparer to bill for services performed and to charge agreed fees to the taxpayer's account. Any payment method or third-party payment authorization must be documented in writing and signed separately.

Duration and Revocation

This authorization remains in effect from the date of signature until revoked in writing by the taxpayer or on: . Revocation does not apply to actions already taken by the representative in reliance on this authorization prior to receipt of revocation.

Privacy, Confidentiality, and Limitations

The representative will exercise reasonable care to protect confidential taxpayer information. The taxpayer acknowledges that certain communications with tax authorities may waive privileges. The representative is authorized to disclose taxpayer information to employees, subcontractors, or advisors as necessary to perform the authorized services. The representative's liability for claims arising from performance under this authorization is limited to direct damages and excludes consequential or punitive damages to the fullest extent permitted by law.

Taxpayer Certification and Consent

I certify that I am the taxpayer named in this form or that I am authorized to execute this authorization on behalf of the taxpayer. I authorize the named representative to receive, inspect, and discuss confidential tax information as selected above. I understand that I remain ultimately responsible for the accuracy and completeness of my tax returns. I consent to the release of tax information to the representative in accordance with the selections made in this form.

Preparer Acknowledgement (for preparer use only)

The preparer acknowledges acceptance of this authorization and agrees to act in accordance with applicable professional standards. Preparer name:

Preparers office address:

Acknowledgement of Receipt of Privacy Notice

The taxpayer acknowledges receipt of the preparer's privacy practices and authorizes electronic delivery of tax documents where applicable. I consent to electronic delivery of tax documents and communications.

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