Document Update – Tax Information Authorization Form (Cx801)

Jul 26, 2024

Topics: Document Updates

We have made updates to our Cx801 Tax Information Authorization form. This form is a duplicate of IRS Form 8821. This document is an upon request document and is used by a limited number of clients. It was previously a static form and information had to be hardcoded to add it to the form. After several requests to hardcoding, fields have been added to this form to allow clients to pass information to the form.

These changes are available for testing on Stage & Stage 2 servers and will take effect on August 2, 2024. If you have any questions or concerns about these changes, please contact Client Support at 1.800.497.3584

DR-151624
COM-4953

The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third-party should consult with an attorney prior to embarking upon any specific course of action.
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Document Updates

The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third party should consult with an attorney prior to embarking upon any specific course of action.