The Washington 27 0054 form, officially known as the EXC/TIA Confidential Tax Information Authorization, is a critical document for taxpayers who wish to authorize the Department of Revenue to share their confidential tax information with designated third parties. It outlines the steps and requirements for taxpayers to safely and securely grant access to their sensitive tax details, whether through email, fax, or direct sharing with specified individuals or companies. For those looking to streamline the process of sharing tax information while ensuring the security of their data, filling out this form carefully is a key step. Click the button below to start filling out your form.
Understanding the intricacies of sharing confidential tax information is crucial for taxpayers and businesses alike, ensuring that their sensitive data is handled with the utmost care. The Washington 27 0054 form, labeled as the EXC/TIA Confidential Tax Information Authorization, serves as a vital tool in this regard. It grants the Department of Revenue the authority to disclose confidential tax details to specified third parties. Aimed at maintaining transparency and security, this form can also authorize the department to communicate such information through less secure means, like regular fax or email, under specific conditions acknowledged by the taxpayer. It is essential for individuals and businesses to accurately fill out their information and specify to whom and under what circumstances their tax information can be shared. Additionally, the form emphasizes the importance of securing the taxpayer's consent, given the risks associated with non-secure transmission methods. The option for secure messaging through the department's online portal is also highlighted, offering an alternative way to handle sensitive information with enhanced security. Ultimately, the proper completion and submission of this form empower taxpayers to manage their confidential tax information effectively while complying with legal standards.
EXC/TIA
Conidenial Tax Informaion Authorizaion
I authorize the Department of Revenue to share my conidenial tax informaion as indicated.
Use this form to authorize the Department of Revenue to share your conidenial tax informaion with a third party. You can also use this form to authorize the Department to send conidenial tax informaion using regular (unsecure) fax or email.
1.My informaion (This informaion will not be used to update your business record.*)
Taxpayer or business name
Tax registraion/UBI number Mailing address
Email
Phone
City
ST
Zip
Fax
*To update your business record, go to htp://dor.wa.gov and log in to your account.
2. Share my conidenial tax informaion with the individual(s)/company listed below.
If you are not authorizing a third party, go to step 3. If you are authorizing an enire company or a Legislator’s oice, add the words “and staf.” If authorizing speciic people, add addiional name(s) in the Authorized names/email secion.
Individual or company name
Mailing address
Place an X in the appropriate box below:
Authorized names/email secion
Any informaion for any ime period.
Any informaion for this ime period
month/quarter and year
to
Only listed informaion for this ime period
Informaion to be shared
3. Send my conidenial tax informaion by regular email or fax.
I am aware of the Department’s secure message system described on page 2. I know regular email and fax are not as secure, and conidenial informaion may be intercepted by unauthorized persons. I accept these condiions and waive any violaion of the Secrecy Clause resuling from use of unsecured email or fax. (RCW 82.32.330)
By checking this box, I authorize the Department to send my conidenial tax informaion using
regular email or fax.
4. My signature
I declare, under penalty of perjury, that I am authorized to sign this form. I am listed as the real property owner or as the business owner, partner, corporate oicer, or LLC member or manager in oicial records held by Washington State, or I have atached documentaion (e.g., power of atorney, annual report, executor) that grants me the authority to sign.
Taxpayer signature
Title
Date
Print name
City and state where signed
This authorizaion remains in efect unil revoked in wriing by either party. Keep a copy for your iles. To revoke this authorizaion, write “Revoke” across the front of this form and return it to the Department as indicated in step 5.
5. Fax to (360) 705-6733, email to communicaions@dor.wa.gov or mail to address on back.
For tax assistance or to request this document in an alternate format, visit
htp://dor.wa.gov or call 1-800-647-7706. Teletype (TTY) users may use the
Washington Relay Service by calling 711.
ATTN:
REV 27 0054 (1/29/13)
See instrucions on page 2.
Authorizaion for Conidenial Tax Informaion
Page 2
Conidenial tax informaion
Tax informaion is conidenial and cannot be shared with anyone without express permission. By compleing this form, you are authorizing the Department to share your conidenial tax informaion with the person(s) you name. This request may cover all conidenial tax informaion or it may be limited to certain informaion and/or periods of ime. In secion 2, please describe the speciic informaion you want the Department to share and the periods covered by this authorizaion.
Secure messaging
Secure messaging is ofered through the Department’s online My account secion. Taxpayers that have an online account can access secure messaging when logged in. Click on Email & noices in the let menu, then click on Secure email.
Taxpayers that don’t have an online account can register at dor.wa.gov. To create an account, provide your name, email, and phone number; create a logon ID and password; then choose a security quesion.
If you want to add your business to your online account, enter your UBI/Tax registraion number and your Pre-assigned Access Code (PAC). Your PAC can be found on the upper right corner of the leter you received from the Department when you irst opened your business. It is also on mailed tax returns and at the botom of balance due noices.
Only people authorized to access your online account can see secure messages.
ATTN: (If you are working with a Revenue employee)
If you are working with a Revenue employee, write the employee’s name on the ATTN: line on the botom of page 1 of
this form and RETURN THE FORM AS INSTRUCTED.
Otherwise, send this form to:
Fax (360) 705-6733
Email communicaions@dor.wa.gov
Mail Dept. of Revenue
Taxpayer Services
PO Box 47478
Olympia, WA 98504-7478
Quesions? Call the Department at 800-647-7706.
Washington State Department of Revenue
Phone: 800-647-7706
Fax: (360) 705-6733
Olympia, Washington 98504-7478
htp://dor.wa.gov
Filling out the Washington 27 0054 form involves authorizing the Department of Revenue to share your confidential tax information. This might be with a third party of your choosing or to facilitate communication via unsecure channels like email or fax under certain circumstances. It's a straightforward process that can grant specific access to your tax information or authorize receipt and sharing through less secure means while understanding the potential risks. Here are the steps needed to complete this form efficiently.
After submitting the form, your authorization for sharing confidential tax information or for its transmission via selected methods will be in effect until you decide to revoke it. In case you wish to revoke the authorization at any point, simply write "Revoke" across the front of the form and return it as instructed. Remember to keep a copy of the form for your records to track your authorization status.
Form 27 0054, known as the EXC/TIA Confidential Tax Information Authorization, is utilized to authorize the Washington Department of Revenue to share an individual's or business’s confidential tax information with a third party. It enables the sharing of tax details either with specific individuals or an entire organization, and it also allows for the transmission of such information via regular email or fax, despite the potential security risks.
Form 27 0054 does not serve the purpose of updating business records. To update your business information, you are advised to visit dor.wa.gov and log in to your account, which provides you with the means to make the necessary changes to your business's registration details directly.
You may authorize either a specific individual, a company, or a legislator's office and its staff to access your confidential tax information. If you're authorizing specific individuals, you should add their names and email addresses in the designated section on the form to ensure they are recognized as authorized recipients.
Yes, the form allows you to specify the exact information you wish to share and the time period it covers. This can range from all confidential tax information to selected details for a defined duration, ensuring you have full control over what is shared and for how long.
By choosing to send information via regular email or fax, you acknowledge that these methods are not as secure as the Department's secure message system. There's a risk that confidential tax information could be intercepted by unauthorized individuals. By opting for this method, you waive any violation of the Secrecy Clause that could arise from the use of unsecured email or fax.
To sign the form, you declare, under penalty of perjury, that you have the authority to do so. This includes being the real property owner, business owner, partner, corporate officer, or an LLC member or manager as recorded by Washington State. Alternatively, if you have documentation (power of attorney, annual report, executor, etc.) that grants authority, it should be attached. The signature affirms your consent and understanding of the form’s purpose and stipulations.
This authorization remains in effect until it is formally revoked in writing by either party involved. If you wish to revoke the authorization, you are instructed to write "Revoke" across the front of this form and return it to the Department via fax, email, or mail as previously indicated.
Once completed, the form can be sent to the Department of Revenue via three methods:
Secure messaging is a service offered through the Department's online 'My account' section, providing a safer alternative for the transmission of confidential information. To access or utilize secure messaging, taxpayers must have an online account which can be registered at dor.wa.gov. This option requires personal and business information, including your UBI/Tax registration number and Pre-assigned Access Code (PAC), to set up. Secure messaging ensures that only authorized individuals can view the messages, safeguarding your information effectively.
Filling out the Washington 27 0054 form, titled "EXC/TIA Confidential Tax Information Authorization," calls for careful attention to ensure accuracy and compliance. Mistakes can lead to the misuse of your confidential tax information or a failure in the authorization process. Here are nine common mistakes people make on this particular form:
Understanding these common pitfalls can significantly improve the effectiveness and security of your confidential tax information handling. Always read the instructions carefully and review your form before submitting it to ensure all information is accurate and complete.
When dealing with the authorization for confidential tax information as laid out in the Washington 27 0054 form, individuals and businesses often utilize several other forms and documents to ensure comprehensive handling and compliance with tax matters. Understanding the function and purpose of these accompanying documents can enhance the effectiveness of the tax information sharing process.
The utilization of these documents, alongside the Washington 27 0054 form, forms a robust framework supporting the careful, lawful management of confidential tax information. Equipped with these documents, individuals and businesses can navigate the complexities of tax information sharing with greater confidence and security.
The Washington 27 0054 form, used for authorizing the Department of Revenue to share confidential tax information, bears similarities to other legal documents in its purpose and structure. These forms facilitate the sharing of sensitive information under specific protections, ensuring that the confidentiality and integrity of the information are maintained. Each form, though similar, serves unique roles within the broader landscape of tax law and personal information protection.
Form 2848, Power of Attorney and Declaration of Representative, is one of the documents that shares similarities with the Washington 27 0054 form. This IRS form allows individuals to grant authority to a representative to receive and inspect confidential tax information. Both forms require detailed information about the taxpayer, specific designation of the individuals authorized to receive information, and a clear scope of authorization. However, Form 2848 is used specifically for IRS matters and includes representations before the IRS, while the Washington 27 0054 form is focused on state tax information in Washington.
Another document that parallels the Washington 27 0054 form is the Form 8821, Tax Information Authorization. This form permits individuals or entities to designate a third party to receive and inspect their tax information but does not allow representation before the IRS. Much like the Washington form, Form 8821 requires the taxpayer’s information and details about the authorized individual or entity. Both forms empower third parties to access tax information, albeit with different scopes; Form 8821 is applicable to federal tax matters, and the 27 0054 pertains to state-level tax information in Washington.
The Third-Party Designee section of the standard tax return forms (such as Form 1040) also shares key functions with the Washington 27 0054 form. Taxpayers can designate a third party to discuss their tax return with the IRS, similar to how the Washington form allows taxpayers to authorize sharing of tax information with designated parties. While the scope is more limited on the standard tax return forms — typically pertaining only to the return filed — the essence of authorizing a third party to access specific tax information remains consistent with the intentions of the Washington 27 0054 form.
Navigating through the Washington 27 0054 form can seem daunting, but with clear guidance, you can fill it out accurately and effectively. Here are five dos and don’ts to ensure the process goes smoothly.
Do:
Don't:
Understanding the Washington 27 0054 form is crucial for managing confidential tax information effectively. However, there are widespread misconceptions about the form that can lead to confusion and misuse. Here are seven common misconceptions explained to help clear up any confusion.
It updates your business records: Many believe completing this form updates your business record with the state. However, the form specifically states that the information provided will not be used to update your business records. For updates, you need to log in to your account at the Department of Revenue's website.
Authorization extends indefinitely: There's a misconception that once granted, the authorization for sharing confidential tax information doesn't expire. In reality, the authorization remains effective until explicitly revoked in writing by either party involved.
Secure for sending confidential information by default: Some might assume that any method chosen for sending confidential information through this form is secure. The form clarifies that regular email and fax are not secure methods, and using them can expose information to unauthorized individuals.
Requires technical knowledge to complete: While it might seem that completing the form requires specific technical knowledge, especially with terms like UBI number or PAC, it's designed to be straightforward. Any required information is explained within the form or readily available to the authorizing individual.
Only for business use: Individuals might think that this form is solely for businesses to authorize sharing their tax information. However, it can also be used by individual taxpayers seeking to share their confidential tax information with a third party.
Use of form results in immediate action: There may be an expectation that actions requested through the form, such as sharing information, occur immediately upon submission. However, processing times can vary, and immediate action should not be anticipated.
Exclusive to digital submission: Given the digital era, there's a misconception that the form can only be submitted electronically. It actually offers multiple submission options, including fax, email, and traditional mail, to accommodate different preferences and needs.
Understanding these aspects of the Washington 27 0054 form ensures that individuals and businesses can use it effectively and securely to authorize the sharing of confidential tax information. By clarifying these misunderstandings, taxpayers can navigate their interactions with the Department of Revenue more confidently.
The Washington 27 0054 form is crucial for authorizing the Department of Revenue to share one's confidential tax information. Understanding how to properly fill out and manage this document is vital. Here are some key takeaways to ensure that individuals and businesses navigate this process effectively:
This robust approach to managing one's confidential tax information ensures that taxpayers can share vital data with trusted parties, while also understanding the risks and responsibilities associated with such authorization.
Immunizations Washington State - Immunization types listed include DTP-DTaP-DT, Polio, Hib, Hepatitis B, PCV, Rotavirus, MCV, HPV, Hep A, MMR, and Varicella, alongside dates for each dose administered.
Pact Acronym - Specialists across various disciplines contribute to the comprehensive assessment, ensuring a multidimensional understanding of each consumer's health and well-being.
Washington 4 H Record Book - Supports the educational mission of Washington State University Extension by promoting disciplined, reflective, and goal-oriented learning.