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Managing Forms 8821 & 2848: Withdrawing Tax Authorizations

MANAGING FORMS 8821 & 2848: WITHDRAWING TAX AUTHORIZATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 16, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Forms 8821 & 2848 are used by tax professionals to access taxpayer information from the IRS. These forms remain in force until revoked by the taxpayer or withdrawn by the tax professional. It is important for tax professionals to keep on top of the authorizations they have submitted and withdraw them when no longer necessary. This webinar will provide best practices for monitoring active authorizations and withdrawing when no longer necessary. 

Learning Objectives:


  • Determine the requirements to revoke forms 8821 or 2848

  • Identify the various ways forms 8821 or 2848 can be revoked

  • Define what a CAF 77 is, how to request, and how to remove unneeded authorizations

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Taxmentor

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.


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About Our Presenter

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.