Note:

Check the IRS received date to determine what future years can be entered.

When the Form 8821 identifies a year that is beyond the 3 years after the date the Form 8821 is signed by the taxpayer, notify the applicant that the year or years are invalid, and a new Form 8821 must be submitted at a later date. Notate this information in the Remarks Section.

When the tax years are invalid and more information is required from the requestor or applicant, issue letter 3427 or other applicable letter.

After the form has been completed, click on the SAVE button.

To continue entering Form 8821, click on the New button.

When complete or there is no need to continue, click on the Exit button.

Once the batches of authorizations have been entered and the system has been updated, a status report must be printed and worked.