Form 8821 and 2848 and the Tax Pro Online Upload Tool

During this class, you'll learn how to properly fill out forms 8821 and 2848. You'll also learn different ways to upload the return to the CAF unit, including but not limited to using your Tax Pro Online Account.

You'll learn which form is appropriate for which professional and why an Enrolled Agent or CPA may want to use an 8821 vs. a 2848.

We'll review different information that you can have access to when using a 2848 and 8821.

We'll also cover how to upload your 8821 and 2848 to your Tax Pro Online Account or request access from the taxpayer. We'll also cover how to view the taxpayers you have authorization for and how to revoke that authorization from your account.