Request for Copy of Tax Return

Use the Request for Copy of Tax Return form to obtain authorization from the borrower, co-borrower, or other individuals or entities to request copies of their tax returns (on Form 4506) from the Internal Revenue Service. Follow the steps below to complete the form.

You can also use the Request for Copy of Tax Return (Classic) form to request permission to order transcripts. For detailed information about the circumstances when you would use each of these input forms, refer to Request for Copy of Tax Return and Request for Transcript of Tax Forms: New and Classic.

To Complete the Form:

  1. Open a loan file, click the Forms tab on the lower-left, and then click Request for Copy of Tax Return.

  2. If you have not already created a 4506 for the loan, the input form will not display. Click the Add icon at the top of the table to view the input form.

    • An entry for the form is created in the table above the form

  3. To copy data to this form from the Request for Copy of Tax Return (Classic) form, click the Import icon above the table.

  4. From the dropdown list at the top of the form, select Borrower, Co-Borrower, Both, or Other to indicate for whom you are requesting the copy.

  5. On lines 1, 2, and 3, type the name, social security number, and address information based on the selection made in step 4.

     If you are requesting copies for a business, specify the company name and employer identification number on lines 1 and 2. In addition, select the Use Employer ID Format checkbox to ensure this form meets Internal Revenue Service requirements.

    If the Other option is selected for the Tax Form is for dropdown list, you can select Borrower, Co-Borrower, or Both from the Authorized Signor dropdown list to indicate who is authorized to sign for eSigning purposes.

    • Or, click Copy from Borrower Summary to copy the information from the Borrower Summary form.

  6. On line 4, type the address on the last tax return if different from line 3.

  7. On line 5, type additional third-party information if required, or click the Address Book icon to populate the information from your business contacts.

  8. On line 6, type the tax form number and select the checkbox if you want the copies to be certified.

  9. On line 7, enter the ending date of the tax periods for which you are requesting the return.

  10. On line 8b, type the number of tax periods requested on line 7. The total cost is calculated for you.

  11. On line 9, select the checkbox if you want a refund of the fee to go to the line 5 third party if the IRS cannot find the requested forms.

  12. Type a phone number at which one or both of the taxpayers (borrowers) can be reached.

  13. To copy data from this form to the Request for Copy of Tax Return (Classic) form, click the Export icon above the table.

  14. To create additional request forms, repeat steps 1-10 for each additional form.

    • When you add a new version of the form, an entry is created in the table above the form.

To View an Entry:

  • Select an entry to view or edit the associated form.

To Delete an Entry:

  • Select an entry on the list, and then click the Delete icon.

To Reposition an Entry on the List:

  • Select an entry on the list, and then click the Up or Down icon.

To Import Data From or Export Data To Classic Request For Copy of Tax Return Forms:

  • Click the Import icon to copy data from the classic version to the new version. All data provided on the classic version will be populated to the new version. Existing data is overwritten.

  • Click the Export icon to copy data from the new version to the classic version. All data provided on the new version is populated to the classic version. Existing data is overwritten.

To Add an Entry to the eFolder

  • Click the Add to eFolder button to add the selected entry to the Documents tab in the eFolder.