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Form preview How do i get an e zrep form tr... TR-2000 1/18 Department of Taxation and Finance E-ZRep Tax Information Access and Transaction Authorization Form Part 1 Taxpayer information if married each spouse must submit a separate form even if the spouse files a joint return Taxpayer s SSN or EIN Taxpayer s name first name middle initial last name or legal name of business Part 2 Tax professional information Name of company providing tax professional services or individual s name if self-employed hereinafter the tax professional Part 3 Tax matters covered by this authorization select at least one For the tax matters indicated below the tax professional is authorized to 1 access the taxpayer s account information and perform transactions online through the Tax Department s Online Services and 2 receive confidential information from the Tax Department. Business Individual/Fiduciary All current and future services no other entry is required in Part 3 if this box is marked. Payments bills and notices. Sales tax. Personal income tax. Employment and withholding taxes. Metropolitan commuter transportation mobility tax only available to individual taxpayers. Corporation tax. Other taxes. Annual transaction information*. Respond to department notice. Change of address. Casual sale tax. File exchange. Part 4 Expiration date If the taxpayer wishes to limit the period of time for which this authorization is effective enter the expiration date here. This date will be applied to all services selected above. If no date is entered this authorization for the services selected above will remain in effect until revoked* Part 5 Signature I certify that I am the individual named in Part 1 above or if the taxpayer named in Part 1 is other than an individual I certify that I am acting on the taxpayer s behalf in the capacity of a corporate officer partner except a limited partner member or manager of a limited liability company or fiduciary and that I have the authority to execute this Tax Information Access and Transaction Authorization Form on behalf of the taxpayer. I understand and agree that by signing and providing this form to the tax professional I am authorizing the tax professional to access the taxpayer s account information online and to receive confidential information from the Tax Department for the tax matters authorized on this document. In addition if I have authorized the tax professional to file returns or other documents and/or make payments on the taxpayer s behalf online I transactions together with this signed authorization will serve as the Signature Print name Retention information duration of the authorization plus three years and make a copy available to the Tax Department upon request. Do not mail this form to the Tax Department. No revocation of prior tax information authorization s Executing and providing this authorization to the tax professional does not automatically revoke any prior authorizations that have been completed* Expiration date mm-dd-yyyy taxpayer s signature for such transactions.
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