Enter Personal Information

Applicant Information

You may request assistance for up to 2 clients during an appointment, time permitting. Please have the necessary documents immediately available to you. If you did not prepare and/or file the tax form(s) or return(s) in question, you may be requested to provide a completed and signed Appointment of Taxpayer Representative M-5008-R before account-specific details can be disclosed.

A representative will call you at any time from the start of your appointment window to its end. If you do not answer the first call, the representative will make a second attempt to call you. In the event the second call is not answered, you must make a new appointment.

Items marked * are required.

First Name

Last Name

Phone

Tax Preparer Firm Name

Taxpayer First and Last Name or Business Name

Taxpayer ID - Social Security Number (SSN or ITIN) or 12 digit NJ Tax ID/FEIN

What do you need help with?

Brief Description of why you need help

Do you have more than one client to discuss during this appointment?

Client #2 Taxpayer ID - Social Security Number (SSN or ITIN) or 12 digit NJ Tax ID/FEIN

Client #2 Taxpayer First and Last Name or Business Name

What do you need help with?

Brief Description of why you need help

Opt-in to text message updates

Confirmation of Policy
Opting-In to receive Text Messages is a convenient and safe way to receive information about your appointment. The Division of Taxation does not sell your personal information. By checking this box, you acknowledge that you have read and agreed to the terms of the State of New Jersey Privacy Notice regarding the Division’s collection and usage of personal information.

Division of Taxation NJ Tax Practitioner Appointments

Applicant Information

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