Request For Copy of Tax Return or Tax Account Information/Transcript SC4506
Request For Copy of Tax Return or Tax Account Information/Transcript SC4506
Request For Copy of Tax Return or Tax Account Information/Transcript SC4506
1. Name of taxpayer(s) as shown on tax form. 2. Social security or federal employer identification
number or license / registration / file number as
shown on tax form.
3. Current name and address. 4. Spouse's social security number as shown on tax
form.
6. If information is to be mailed to someone else, show the third party's name and 7. Tax period(s). (example 2016, etc.) (No more than 4
address (See instructions). per request)
Returns which were filed six or more years ago
may not be available.
8. Telephone number.
9. If name in third party's records differs from item 1 above, show here (See
instructions).
11. How would you like to receive these copies? (check one)
Email to
SSN will be partially redacted in all copies that are emailed. By choosing this option you are agreeing to have tax
information securely emailed to the specified email address.
Mail to address in Item 6 (or Item 3 if no information is provided in Item 6). Allow 30 days for all mailed requests.
Signature (see instructions) of taxpayer(s). I declare that I am either the taxpayer or a person authorized to obtain the tax return requested.
Please
Sign Print Name
Here
Title (If item 1 above is a corporation, partnership, estate or trust)
Date
31031016
SC4506 Instructions
Use this form to request copies of tax returns, tax account information or transcripts.
Note: If you had your return filled out by a paid preparer, check first to see if you can get a copy from the
preparer. This may save you time.
Returns filed electronically will receive a tax return transcript. A transcript provides most of the line entries from the
original tax return and usually contains information that a third party requires.
Item 2. For individuals, the social security number is written in the manner of 000-00-0000. For businesses and certain
others, the federal employer identification number should be entered.
Item 6. If you named someone else to receive the information (such as a CPA, scholarship board, or mortgage issuer),
you must include the name of an individual with the address in item 6.
Item 7. Enter the year(s) of the tax form you are requesting. For fiscal year filers or requests for quarterly returns, enter
the date the period ended. If you need more than four different periods, use additional request forms. Returns which
were filed six or more years ago may not be available.
Item 9. Be sure to write the name of the client, student, or applicant in item 9 if it is different from the name shown in
item 1. For example, item 1 may be the parents of a student applying for financial aid. Show the student's name in item 9
so the scholarship board will know which file should be associated with the return information.
Item 2. License/registration/file number should be shown on this line for Sales tax copy requests.
Item 6. Copies of Sales and Withholding tax returns can be mailed only to the owner(s) of the business.
Item 7. Indicate period(s) desired, showing month and year. If a complete calendar year is desired, then so indicate.
Signature
A physical signature is required for all requests (emailed and mailed).
If you are not the taxpayer shown in item 1, you must send a copy of your authorization to receive the information. This
will generally be a power of attorney (SC2848) or tax information authorization.
If the taxpayer is deceased, you must send enough evidence to establish that you are authorized to act for the
taxpayer's estate.
Tax returns, tax account information or transcripts about joint returns may be disclosed to either spouse. Only one
signature is required. If your name has changed, sign form SC4506 exactly as your name appeared on the return and
also sign with your current name.