Form 8655

Form 8655 allows third-party reporting agents to file forms electronically on behalf of clients with the IRS. Before you submit this form, be sure to review its general instructions.

Form 8655, Reporting Agent Authorization, is a legal IRS document that gives third-party reporting agents permission to file forms and make payroll tax deposits on behalf of clients. The company will ask you to complete this form when you sign up for a paid service, including tax filing and depositing. Without a Form 8655 on file, the company cannot enroll you in Electronic Federal Tax Payment System (EFTPS) or call the IRS on your behalf. If you’re giving your reporting agent authorization to file and deposit on your behalf, it’s important to remember that you are still responsible for making sure all forms are filed correctly and on time. If you’re concerned about how your reporting agent handles your information, consider signing up for EFTPS to be in control of all of your payments.

How to Fill out Form 8655?

  • In the first section, you must enter your name and address.
  • Then, choose the reporting agent that will file your returns.
  • Then, check the box to indicate your agreement to these terms.
  • You can also choose to give your reporting agent authority to receive copies of notices and other IRS correspondence for you.
  • This includes both third-party providers and accountants.
  • You can allow these individuals or businesses to file federal and state returns on your behalf.
  • Then, in the next section, enter the dates that the reporting agent can start making deposits and filing forms for you.
  • Then, enter a start date for when you’d like the reporting agent to begin filing forms for your company. 
  • The template provides several options for this, along with blank lines where you can enter the month and year.
  • You’ll also determine which tax returns the reporting agent can make deposits and payments for.
  • Once you’ve chosen your options, check the boxes that apply to your situation.

Once you’ve completed the form, you can send it to your client to sign. After you receive the signed document, you can add it to your client’s profile in your payment tool like OnPay. This will enable you to file and deposit their taxes electronically. To use the e-filing service, you must have an EFIN and a PIN for each of your clients. You must also complete Form 8633 Application to Participate in the IRS E-file Program to get these numbers.

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