Tax Guard will now continue monitoring clients with incomplete authorization to provide updated information for periods & forms for which we are authorized. Historically, if Tax Guard lost authorization for any reason, the monitoring service for that client would be discontinued until a new order was placed with a new 8821. You now have the ability to replace your 8821 any time authorization is lost via the Client Information page.
What is Incomplete Authorization?
Tax Guard can lose some or all Form 8821 authorization for a variety of reasons – this limits our ability to retrieve all pertinent information on a client until the issue has been resolved.
Tax Guard will continue to monitor clients with incomplete authorization to provide updated information for periods & forms for which we are still authorized. Tax Guard can lose full authorization on clients for the following primary reasons:
- Revocation – Tax Guard’s Form 8821 authorization can have specific periods/forms revoked due to a competing 8821 submitted by another entity which has requested that our authorization be revoked. Tax Guard will continue to provide monitoring updates on all periods/forms for which we still have authorization. Replacing the Form 8821 with an updated version will allow Tax Guard to attempt to regain complete authorization.
- Passed Authorization Date – Tax Guard no longer has authorization for future periods when the current date exceeds the ending authorization date on the Form 8821. Tax Guard will continue to provide updates for all periods represented on the current Form 8821. Replacing the Form 8821 with an updated version will allow Tax Guard to continue reporting on future periods.
- Identity Theft – In certain instances, Tax Guard will lose authorization due to identity theft occurring for certain periods/forms. In these cases, an 8821 replacement DOES NOT reinstate Tax Guard’s authorization. The IRS does not release information associated with Identity Theft and no further action can be taken for Tax Guard to regain authorization.
How do I know who has lost authorization?
Because of the relative importance in resolving any incomplete authorization issues, we have attempted to draw attention to these issues in several places:
- Notifications – If a client has lost authorization for any reason, an ‘Incomplete Authorization’ Notification will be sent to whomever enrolled the client in monitoring
- Alerts – Clients that have newly lost authorization will appear as an alert in the newly added alerts panel
- Portal Dashboard– The presence of the ‘Attention’ link under the ‘Portfolio Status’ tile on the dashboard indicates that there are clients for whom Tax Guard has lost authorization
- Reports/Client Information page – Clients with incomplete authorization will have a flag both on the Client Information page and all relevant reports until the issue has been resolved
- Missing Authorizations Table – Detailed information on lost authorizations can be found in the ‘Incomplete Authorization’ table at the bottom of the PDF report
- You can learn here what has caused the incomplete authorization and respond accordingly
How do I resolve the issue?
In the case of incomplete authorization due to revocation or passed authorization date, a replacing the current Form 8821 with a new up-to-date Form 8821 can often resolve the issue. This is done by visiting the specific client’s ‘Client Information’ page and utilizing the ‘Replace 8821’ feature.
Unfortunately, in the case of Identity Theft, no further action can be taken for Tax Guard to regain authorization on lost periods.
Note: A single client can have missing authorization for multiple reasons – if some authorization is lost due to revocation or ‘passed authorization date’ and some is due to identity theft, a Form 8821 replacement can still help resolve issues related to the former.