Form 4564 PDF Details

The Form 4564, revised in September 2006 by the Department of the Treasury—Internal Revenue Service, plays a crucial role in the process of tax documentation and compliance. This Information Document Request (IDR) is directed toward taxpayers and specific divisions or branches within a company, asking them to submit necessary documents to the IRS. It lays out a structured method for the IRS to request information, detailing the nature of documents required, the timeline for submission, and the protocol for delivering these documents, whether by mail or in person at a subsequent appointment. The form is meticulously designed to include a request number for tracking purposes, the subject SAIN number for classification, as well as previous request dates to prevent redundancy and ensure efficiency in the tax documentation process. Moreover, the form specifies the name and title of the requester, their employee ID number, and contact information, thereby establishing a clear line of communication between the taxpayer and the IRS. With sections dedicated to the taxpayer’s file copy, the part to be returned by the taxpayer, and the requester's file copy, Form 4564 epitomizes the IRS’s commitment to keeping organized, transparent records of information requests and submissions.

QuestionAnswer
Form NameForm 4564
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesrequester, Taxpayer, SAIN, 23145K

Form Preview Example

Form 4564

(Rev. September 2006)

Department of the Treasury — Internal Revenue Service

Information Document Request

Request Number

To: (Name of Taxpayer and Company Division or Branch)

Please return Part 2 with listed documents to requester identified below

Subject

SAIN number

Submitted to:

 

 

Dates of Previous Requests (mmddyyyy)

Description of documents requested

Information Due By

At Next Appointment

 

Mail in

 

 

 

 

 

 

 

 

 

 

 

 

Name and Title of Requester

 

Employee ID number Date (mmddyyyy)

From:

 

 

Office Location

Telephone Number

 

 

 

( )

Catalog Number 23145K

www.irs.gov

Part 1 - Taxpayer's File Copy

Form 4564 (Rev. 9-2006)

Form 4564

(Rev. September 2006)

Department of the Treasury — Internal Revenue Service

Information Document Request

Request Number

To: (Name of Taxpayer and Company Division or Branch)

Please return Part 2 with listed documents to requester identified below

Subject

SAIN number

Submitted to:

 

 

Dates of Previous Requests (mmddyyyy)

Description of documents requested

Information Due By

At Next Appointment

 

Mail in

 

 

 

 

 

 

 

 

 

 

 

 

Name and Title of Requester

 

Employee ID number Date (mmddyyyy)

From:

 

 

Office Location

Telephone Number

 

 

 

( )

Catalog Number 23145K

www.irs.gov

Part 2 - To be Returned by Taxpayer with Reply

Form 4564 (Rev. 9-2006)

Form 4564

(Rev. September 2006)

Department of the Treasury — Internal Revenue Service

Information Document Request

Request Number

To: (Name of Taxpayer and Company Division or Branch)

Please return Part 2 with listed documents to requester identified below

Subject

SAIN number

Submitted to:

 

 

Dates of Previous Requests (mmddyyyy)

Description of documents requested

Information Due By

At Next Appointment

 

Mail in

 

 

 

 

 

 

 

 

 

 

 

 

Name and Title of Requester

 

Employee ID number Date (mmddyyyy)

From:

 

 

Office Location

Telephone Number

 

 

 

( )

Catalog Number 23145K

www.irs.gov

Part 3 - Requester's File Copy

Form 4564 (Rev. 9-2006)

How to Edit Form 4564 Online for Free

You'll be able to fill out requester effectively in our PDFinity® online tool. Our team is devoted to providing you the best possible experience with our tool by constantly releasing new features and improvements. With these improvements, working with our editor gets easier than ever before! It merely requires several easy steps:

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It's an easy task to fill out the pdf following our detailed guide! Here's what you should do:

1. It is very important fill out the requester correctly, hence be mindful while filling in the areas including these blank fields:

Simple tips to complete form 4564 portion 1

2. After the previous segment is finished, you should insert the necessary details in Information Due By, At Next Appointment, Mail in, Name and Title of Requester, Employee ID number Date mmddyyyy, From, Office Location, Catalog Number K, wwwirsgov, Part Taxpayers File Copy, Telephone Number, and Form Rev in order to progress further.

Writing part 2 of form 4564

3. This stage will be simple - fill out every one of the form fields in Form Rev September, Department of the Treasury, Request Number, Information Document Request, To Name of Taxpayer and Company, Subject, Please return Part with listed, Description of documents requested, SAIN number, Submitted to, and Dates of Previous Requests mmddyyyy to conclude this process.

Guidelines on how to prepare form 4564 portion 3

4. This next section requires some additional information. Ensure you complete all the necessary fields - Information Due By, At Next Appointment, Mail in, Name and Title of Requester, Employee ID number Date mmddyyyy, From, Office Location, Telephone Number, Catalog Number K, wwwirsgov, Part To be Returned by Taxpayer, and Form Rev - to proceed further in your process!

Part   To be Returned by Taxpayer, Mail in, and Employee ID number Date mmddyyyy in form 4564

5. The last notch to submit this PDF form is critical. Make sure you fill in the required fields, for example Form Rev September, Department of the Treasury, Request Number, Information Document Request, To Name of Taxpayer and Company, Subject, Please return Part with listed, Description of documents requested, SAIN number, Submitted to, and Dates of Previous Requests mmddyyyy, before finalizing. Neglecting to accomplish that can generate a flawed and possibly unacceptable paper!

Filling in part 5 in form 4564

Always be really attentive while filling in Please return Part with listed and Form Rev September, since this is the section where most people make mistakes.

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