Who can disclose the information on Form 8973?

The IRS, as well as other federal and state agencies, may disclose the information on Form 8973 for various purposes, including tax administration and law enforcement.

How long must records related to Form 8973 be retained?

Books or records relating to Form 8973 must be retained as long as their contents may become material in the administration of any Internal Revenue law.

Is there a penalty for not filing Form 8973?

Yes, both the CPEO and its client may be subject to penalties if they fail to file Form 8973 in a timely manner or provide false or fraudulent information.

Who must file Form 8973?

Both the Certified Professional Employer Organization (CPEO) and its client must file a completed Form 8973 with the Internal Revenue Service (IRS) whenever there is a change in their relationship.

Where is Form 8973 filed?

Form 8973 should be mailed to the Internal Revenue Service at the address provided on the form.

What information is required on Form 8973?

Form 8973 requires identification information for both the CPEO and its client, as well as the date the service contract began or ended.

What is Form 8973 used for?

Form 8973 is used by Certified Professional Employer Organizations (CPEOs) to report the start or end of a service contract between the CPEO and its clients.

Form 8973

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Certified Professional Employer Organization/Customer Reporting Agreement

Rev. December 2023

Form 8973 (Rev. 12-2023) is a reporting agreement between a Certified Professional Employer Organization (CPEO) and a customer. The form is used to report various tax-related information to the Internal Revenue Service (IRS). Part 1 of the form contains details about why the form is being filed, including the start or end date of a service contract or correction of previously filed Form 8973. Part 2 provides customer information, such as employer identification number, name, trade name, and address. It also includes a list of forms that the CPEO will file reporting wages or compensation paid to employees performing services for the customer. Part 3 contains CPEO information, including employer identification number, name, and address. Part 4 asks whether the CPEO's relationship with the customer is subject to a contract described under section 7705(e)(2), if the customer is a provider of employment-related services or related party of the CPEO, and if the CPEO applies certain rules to the customer based on type of employer. Part 5 and Part 6 are for customer and CPEO signatures, respectively.

Instructions

Form 8973 Instructions - Instructions for Form 8973, Certified Professional Employer Organization/Customer Reporting Agreement

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FAQ

Who can disclose the information on Form 8973?
The IRS, as well as other federal and state agencies, may disclose the information on Form 8973 for various purposes, including tax administration and law enforcement.
How long must records related to Form 8973 be retained?
Books or records relating to Form 8973 must be retained as long as their contents may become material in the administration of any Internal Revenue law.
Is there a penalty for not filing Form 8973?
Yes, both the CPEO and its client may be subject to penalties if they fail to file Form 8973 in a timely manner or provide false or fraudulent information.
Who must file Form 8973?
Both the Certified Professional Employer Organization (CPEO) and its client must file a completed Form 8973 with the Internal Revenue Service (IRS) whenever there is a change in their relationship.
Where is Form 8973 filed?
Form 8973 should be mailed to the Internal Revenue Service at the address provided on the form.
What information is required on Form 8973?
Form 8973 requires identification information for both the CPEO and its client, as well as the date the service contract began or ended.
What is Form 8973 used for?
Form 8973 is used by Certified Professional Employer Organizations (CPEOs) to report the start or end of a service contract between the CPEO and its clients.

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ABOUT

Federal tax forms

Form 8973 is one of Federal tax forms that are documents used to report and file federal income taxes with the Internal Revenue Service (IRS) in the United States. These forms are used by individuals, businesses, and organizations to report their income, deductions, and other relevant information necessary for calculating their federal tax liability.

The most commonly used federal tax form is the Form 1040, which is used by individual taxpayers to report their personal income tax. Other commonly used forms include the Form 1065 for partnerships, Form 1120 for corporations, and Form 990 for tax-exempt organizations.

Federal tax forms typically require taxpayers to report various sources of income, such as wages, salaries, and tips, as well as income from investments, rental properties, and other sources. The forms also allow taxpayers to claim deductions and credits for various expenses, such as charitable contributions, mortgage interest, and healthcare expenses.

It is important to file federal tax forms accurately and on time, as failure to do so can result in penalties and interest charges from the IRS.

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