New Guide for Tax Transcript Authorizations

For some cases, an IRS 4506-C Tax Transcript Authorization may be required for financial underwriting. 

If this form is not completed properly, the IRS may reject the request and require a corrected form be submitted. This could lead to a delay in advancing the case to underwriting. 

To help minimize the chance of delays, our New Business team has put together a short guide to filling out IRS form 4506-C with handy tips for success and pitfalls to avoid.