Supplements List for Representation

  • PRACTICE BEFORE THE IRS
      1. Form 2848, Power of Attorney and Declaration of Representative
      2. Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application
      3. Form 2587, Application for Special Enrollment Examination

  • TAX PREPARERS AND PENALTIES
      1. Form 8886, Reportable Transaction Disclosure Statement
      2. EIC Due Diligence Checklist / Worksheet
      3. Form 843, Claim for Refund and Request for Abatement

  • REPRESENTATION
      1. Form 8821, Tax Information Authorization
      2. Form 3115, Application for Change in Accounting Method

  • THE COLLECTION PROCESS
      1. Form 872-A, Special Consent to Extend the Time to Assess Tax
      2.
      - Form 433-A, Collection Information Statement for Wage Earners and Self-Employed Individuals
      - Form 433-B, Collection Information Statement for Businesses
      - Form 433-D, Installment Agreement
      3. Form 9465, Installment Agreement Request
      4. Form 656, Offer in Compromise
      5. Form 656-L, Offer in Compromise (Doubt as to Liability)
      6. Form 911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order)
      7. Form 8379, Injured Spouse Allocation

  • EXAMINATION OF RETURNS AND THE APPEALS PROCESS
      1. Publication 4346-E, Understanding Your IRS Notice
      2. Publication 5, Your Appeal Rights and How To Prepare a Protest If You Don't Agree
      3. Publication 556, Examination of Returns, Appeal Rights, and Claims for Refund

  • TAX AUTHORITY

  • RECORD KEEPING AND ELECTRONIC FILING
      1. Form W-4, Employee's Withholding Allowance Certificate
      2. Form 4564, Sample Information Document Requests
      3. Form 8633, Application to Participate in the IRS e-file Program
      4. Form 8879, IRS e-file Signature Authorization
      5. Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return

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