Third Party Authorizations
After obtaining taxpayers verbal consent can receive information on open account issues
WHAT IS Oral Disclosure Consent?
Used to find a CAF number
What is CC RPINK?
Shows processed tax return information
What is Tax Return Transcript?
1187
WHAT IS BMF PPS?
When received via fax must be wet and not digital or electronic
WHAT IS signature?
Can inspect and receive tax information but cannot act as the taxpayer.
WHAT IS Taxpayer Information Authorization (TIA)?
Used to determine POA status , or TIA
Shows all income documents reported to the IRS
What is Wage and Income Transcript?
1079
WHAT IS ACS PPS?
This designation can only file a Form 2848 if the representative prepared and signed the tax return for the year(s) or periods(s) submitted and the return is under examination with the IRS.
WHAT IS Designation Level H?
Can inspect and receive tax information but must notate part 6 of Form 8821
WHAT IS Oral tax Information Authorization (OTIA)?
Shows Third Party Designee information on return
What is CC TRDBV?
Shows payment history, refund history, penalties and interest assessed, etc.
WHAT IS Tax Account Transcript?
1509
WHAT is Taxpayer Services Exam PPS?
This form must be signed by representative within 45 days of taxpayers signature
What is Form 2848?
Must be designated on original or amended return but can discuss and receive any account information except compliance issues. Authority is only good one year from return due date.
WHAT IS Third Party Designee?
Used to provide an internal wage and income transcript
What is CC IRPTRW?
Shows that the IRS has no record of a processed return
What is Verification of Non Filing letter?
1846
What is IMF AUR PPS?
Form must be received within 120 days of date it was signed and dated by the taxpayer
What is Form 8821?
Can receive or inspect tax information. Can represent the taxpayer.
WHAT IS Power of Attorney (POA)?
Shows Oral Disclosure Consent History
WHAT IS CC TXMODA?
Shows tax return information and account information
What is Record of Account Transcript?
1859
What is SB Exams for PPS?
Required on Form2848 and 8821 to show the specific________ and _______ the representative is authorized for.
What is tax forms and tax years?