Pennsylvania Authorization for Release of Tax Records

Authorization for Release of Tax Records
Authorization for Release of Tax Records (REV-467)
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING

(AD+) 07-24

REV-467

AUTHORIZATION FOR
RELEASE OF TAX RECORDS
SECTION I

DESIGNATION OF INDIVIDUAL TO RECEIVE TAX RECORDS

Full Legal Name of Designated Individual

Telephone Number

Agency or Firm

Email Address

Address

City

SECTION II

State

ZIP Code

Country Code

TAX RECORDS TO BE RELEASED

Taxpayer’s Name or Business Name as shown on Original Return

SSN/FEIN/Tax ID

Trade Name or DBA (if different from Legal Name)

Current Address

City

State

ZIP Code

Country Code

Address Used in Filing Returns

City

State

ZIP Code

Country Code

TAX TYPE TO BE RELEASED

SECTION III

RECORD TYPE TO BE RELEASED

TAX PERIOD BEGIN AND END DATES

CERTIFICATION

I certify that:
I am the individual whose tax records are to be released.
I am a duly authorized corporate officer of the corporation for which tax records are to be released.
I am a general partner of the partnership for which tax records are to be released.
I am the authorized responsible party for which tax records are to be released.
I am empowered by a power of attorney on tax matters to request release of the tax records.
I have been appointed as the executor or administrator of the will or estate of the deceased taxpayer whose tax records are to be released.
I have included my state issued driver’s license, state issued photo ID, and/or valid passport with proof of address.
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Instructions for REV-467

Authorization for Release of Tax Records

REV-467 IN (AD+) 07-24

GENERAL INFORMATION

SUBMIT YOUR REQUEST

Pennsylvania tax records are confidential and may be
released only to the taxpayer or pursuant to a release signed
by the taxpayer. Unauthorized disclosure of tax information
is a criminal offense. Completion of this form authorizes the
Pennsylvania Department of Revenue to release the tax
return documents identified in Section ll. Carefully read the
instructions and fill out the form completely.

Submit requests with copy of required ID and acceptable
authorization documentation by email or mail.

IMPORTANT: A valid state issued driver's license or
valid state issued photo ID, and acceptable
authorization documentation must be submitted with the
request. Please refer to the acceptable forms of ID below.
NOTE: Please allow four to six weeks for a tax records
request to be processed, when using the REV-467.
Taxpayer records can be accessed 24/7 with an online
myPATH account. To do so, please visit mypath.pa.gov. If
you currently do not have a myPATH account, you can sign
up by clicking on the link to create a new account.
REV-467 cannot be used to request inheritance tax records.
Inheritance tax information should be obtained through the
County Register of Wills office where the tax returns were
filed.
Canadian and other citizenships are required to submit the
REV-467, when requesting taxpayer records, and cannot
sign up for a myPATH account.
The fill-in form must be downloaded to your computer prior
to completing. Please type or print neatly in blue or black ink.
ACCEPTABLE FORMS OF ID
Attach a copy of either a valid state issued driver’s license,
valid state issued photo ID, or valid passport with proof of
address when submitting the request for tax records using
the REV-467. If there is an authorized change of address
card, a copy of the card will also be required.
ACCEPTABLE DOCUMENTATION
If someone other than the taxpayer is making the request in
Section II, they must submit acceptable documentation for
the authorization to request the release of the tax records.
This can be a Power of Attorney on tax matters (REV-677)
or, if the taxpayer is deceased, sufficient evidence to
establish that the requester is authorized to act on behalf of
the taxpayer’s estate.

Email: [email protected]
Mail:

ATTN: DISCLOSURE OFFICE
PA DEPARTMENT OF REVENUE
PO BOX 281200
HARRISBURG PA 17128-1200

LINE INSTRUCTIONS
SECTION I
DESIGNATION OF INDIVIDUAL TO RECEIVE TAX
RECORDS
The designation identifies to the PA Department of Revenue
the individual to whom the PA Department of Revenue will
release the tax records or the authorized 3rd party
designation.
FULL LEGAL NAME OF DESIGNATED INDIVIDUAL
If the taxpayer authorizes the release of tax records to an
agency or firm (such as a government agency, scholarship
board, or mortgage lender), they must provide the full legal
name and current valid photo ID of the designated individual
to whom the records will be released.
TELEPHONE NUMBER
Enter the area code and telephone number where the
department can reach you during business hours.
AGENCY OR FIRM
If an agency or firm is requesting the records, enter the legal
name for the agency or firm.
EMAIL ADDRESS
Enter the email address for the designated individual where
the records are to be sent. If an email address is included
on the form, the records will be provided via email unless
noted otherwise.
MAILING ADDRESS
Enter the mailing address for the designated individual
where the records are to be sent. If an email address is
included on the form, the records will not be mailed.

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COUNTRY CODE
The country code is a two-character alphabetic abbreviation
for the country of the requester’s address. Codes can be
found at irs.gov/e-file-providers/foreign-country-codelisting-for-modernized-e-file under the country codes
menu selection. If the address is within the United States,
this field may be left blank.

SECTION II
TAX RECORDS TO BE RELEASED
TAXPAYER’S NAME OR BUSINESS NAME AS SHOWN
ON ORIGINAL RETURN
This designation identifies to the PA Department of Revenue
the taxpayer or business name for the records that will be
released.
SSN/FEIN/TAX ID
Indicate the taxpayer’s Social Security number (SSN), the
federal employer identification number (FEIN) that is issued
by the IRS to a business entity, or department issued tax ID
number.
TRADE NAME OR DBA
Enter the name by which the entity is commonly known
(doing business as, trading as, also known as), if it is a name
other than the legal name. If the entity has a fictitious name
registered with the PA Department of State, enter it here. If
the taxpayer is requesting their own records or if the trade
name is the same as the legal name above, leave blank.
CURRENT ADDRESS
Provide the most current address for the taxpayer or
business.

ADDRESS USED IN FILLING RETURNS
Provide the address that was used when the return was
filed.
COUNTRY CODE
The country code is a two-character alphabetic abbreviation
for the country of the address that was used when the
taxpayer’s return was filed. Codes can be found at
irs.gov/e-file -providers/foreign-country-code-listing-formodernized- e-file under the country codes menu selection.
If the address is within the United States, this field may be
left blank.
TAX TYPE TO BE RELEASED
Enter the Pennsylvania tax type to be released, for example:
personal income, trust, property tax/rent rebate, partnership,
sales and use, employer withholding, or corporation.
NOTE: REV-467 cannot be used to request
inheritance tax records. Inheritance tax information
should be obtained through the County Register of Wills
office where the tax returns were filed.
RECORD TYPE TO BE RELEASED
Enter the tax record type requested, for example: tax return,
report, or schedule.
TAX PERIOD BEGIN AND END DATES
Enter the tax period begin and end dates for each tax type
to be released.

SECTION III

If the taxpayer’s address needs to be updated with the PA
Department of Revenue, please complete this process
before requesting a copy of your records by:

CERTIFICATION
Corporate tax records are available for release only by an
authorized officer. Partnership tax returns are available for
release only by a general partner. Records for sales and use
tax and employer withholding can only be released by an
authorized responsible party.

● Access 24/7 with an online myPATH account at
myPATH.pa.gov
● Contact the Customer Experience Center by calling
717-787-8201 during normal business hours, 8:00 a.m.
to 5:00 p.m.

NAME, SIGNATURE, TITLE, AND DATE
Type or print the full legal name of the person who
completed and signed the document. Include any titles and
the date it was signed.

COUNTRY CODE
The country code is a two-character alphabetic abbreviation
for the country of the taxpayer’s current address. Codes can
be found at irs.gov/e-file-providers/foreign-country-codelisting-for-modernized-e-file under the country codes
menu selection. If the address is within the United States,
this field may be left blank.

2

Copies of joint returns may be furnished at the request of
either the husband or the wife. Only one signature is
required.

REV-467

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