HOW TO SUBMIT 2848/8821 FORMS SUCCESSFULLY 95% OF THE TIME?

Roger Nemeth, ENROLLED_AGENT,_NTPI_FELLOW

Tax Mentor

Wednesday, March 17, 2021 | 03:00 PM EST

  • AFSP
  • CPA
  • EA
  • ORTP
  • CTEC

1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This CPE/ CE webinar will cover the best practices for submitting IRS forms 2848/8821, as well as requirements of IRM  21.3.7  Processing Third-Party Authorizations onto the Centralized Authorization File (CAF).  Getting these forms processed at the IRS CAF unit can be a challenge.  

Key topics:

  • Best practices for completing the forms 2848/8821
  • Getting signatures, submitting to the IRS, and the CAF process.  
  • Deceased taxpayer procedures 
  • Preview of the future IRS online

By the end of this course, practitioners will be able to prepare, execute, and submit valid 8821 & 2848 authorization forms to the Internal Revenue Service.  The 8821 & 2848 are important tools in the tax professional’s arsenal, allowing them to access important information on taxpayer accounts over the phone or through the Transcript Delivery System (TDS).  

Who should attend: 

Tax Professionals who prepare tax returns and represent their clients on IRS examinations

Learning Objectives

  • To review the process of preparing, executing, and submiting valid 8821 & 2848 authorization forms to the Internal Revenue Service.
  • To analyze the future IRS online process

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Managers
  • Tax Preparer
  • Bookkeepers & Accountants & Tax Preparers
  • Maryland Tax Preparers
  • Tax Professionals
  • Oregon Tax Preparers