Still guessing when to use Form 8821 or 2848? Let’s clear that up. In this hands-on session, we’ll break down the key differences between these two must-know forms and how they work within the IRS’s Centralized Authorization File (CAF) system. You’ll learn how to submit, manage, and properly withdraw authorizations (because leaving your name on a client’s file forever? No thanks). We’ll also explore the IRS’s newest online tools so you can check your CAF list, verify your authorizations, and keep your tax pro toolkit sharp. Whether you’re representing clients or just pulling info, this course will help you do it smarter, safer, and with way more confidence.

What This Course Covers:

✅ 8821 vs. 2848 – What they really mean

✅ How the CAF Unit processes your forms

✅ The risk of leaving forms open too long

✅ Withdrawing authorizations the right way

✅ New online IRS tools to clean up your CAF list

Who Should Attend:

Tax professionals who want to understand IRS representation better and clean up their CAF list with confidence.

Delivery Method: Online

Earn 1 IRS CE Credit