Taxpayer information is generally confidential. Taxpayers have the right to designate another individual to access the taxpayer’s confidential information. Taxpayers also have the right to authorize another person to act on their behalf. Because the Department takes confidentiality and information security seriously, certain forms must be completed to make either of these authorizations.
The information below describes the processes for sharing information and for granting authority to act on a taxpayer’s behalf. More information about each of these processes is available in applicable form instructions and in the applicable rules linked below.