Renew Tax Forms

Renew IRS Form 8821

1. When employers complete the employer start up package, they complete IRS Form 8821 (see Employer Start Up Packages).
2. Form 8821 is completed then with an expiration date three years from when the Form is signed.
3. F/EA records when Form 8821 expires when the original Form 8821 is completed.
4. Annually prior to December 31, F/EA reviews expiration dates for all Forms 8821 and identifies those employers with Form 8821 that are expiring in the current calendar year.
5. F/EA pre-populates IRS Forms 8821 for those employers.
6. F/EA mails the pre-populated Forms 8821 with a letter explaining that the Form is expiring and must be signed by the employer and returned to the F/EA.
7. F/EA tracks when Forms are sent and tracks that Forms are returned to the F/EA.
8. F/EA tracks the expiration date of newly received Forms.
9. Completed, renewed Forms 8821 are submitted to the IRS.
10. F/EA follows up with any employers that do not return completed Forms 8821 to the F/EA.

Renew IRS Form 2848 <<include a procedure for this if you use Form 2848>>

1. When employers complete the employer start up package, they complete IRS Form 2848 (see Employer Start Up Packages).
2. Form 2848 is completed then with an expiration date one year from when the Form is signed.
3. F/EA records when Form 2848 expires when the original Form 2848 is completed.
4. Annually prior to December 31, F/EA reviews expiration dates for all Forms 2848 and identifies those employers with Form 2848 that are expiring in the current calendar year.
5. F/EA pre-populates IRS Forms 2848 for those employers.
6. F/EA mails the pre-populated Forms 2848 with a letter explaining that the Form is expiring and must be signed by the employer and returned to the F/EA.
7. F/EA tracks when Forms are sent and tracks that Forms are returned to the F/EA.
8. F/EA tracks the expiration date of newly received Forms.
9. Completed, renewed Forms 2848 are submitted to the IRS.
10. F/EA follows up with any employers that do not return completed Forms 2848 to the F/EA.

Renew State Forms <<include a procedure for this if you use state forms that expire>>

1. When employers complete the employer start up package, they complete <<State Form>> (see Employer Start Up Packages).
2. <<State Form>> is completed then with an expiration date one year from when the Form is signed.
3. F/EA records when <<State Form>> expires when the original <<State Form>> is completed.
4. Annually prior to December 31, F/EA reviews expiration dates for all <<State Form>> and identifies those employers with <<State Form>> that are expiring in the current calendar year.
5. F/EA pre-populates <<State Forms>> for those employers.
6. F/EA mails the pre-populated <<State Form>> with a letter explaining that the Form is expiring and must be signed by the employer and returned to the F/EA.
7. F/EA tracks when Forms are sent and tracks that Forms are returned to the F/EA.
8. F/EA tracks the expiration date of newly received Forms.
9. Completed, renewed <<State Forms>> are submitted to the state.
10. F/EA follows up with any employers that do not return completed <<State Forms>> to the F/EA.