Tax Authorization Forms
Why there's no Greenroom-hosted IRS authorization step today, and what handles tax filing instead
This isn't part of company setup today
A prior version of this page walked through three separate IRS forms (two versions of Form 8655, plus Form 8821 and NY Form TR-2000) presented for e-signature during onboarding. That isn't accurate — there is no Greenroom-hosted tax-authorization e-signature step in the product today. This page explains what happened and what actually handles your tax filing instead.
What actually exists today
Company Setup has five stages, and none of them is a Greenroom-branded IRS authorization form. The closest thing is the Payroll provider stage: you save an authorized signer, then click Open Check onboarding, which takes you to Check's own hosted site (in a new tab) to complete "tax setup, payment documents, and verification" — in Check's own words, on Check's own pages, not Greenroom's.
Greenroom's role at that point is limited to showing you a status badge (Not started / Blocking / Completed) and a plain-language list of whatever Check itself reports as blocking or remaining — for example, a bank account step or a filing-authorization step, named directly from what Check's system returns. What exactly Check asks you to sign as part of its own onboarding — and whether that includes something like an IRS Form 8655 reporting-agent authorization — happens entirely on Check's site and isn't something this codebase controls or records the details of, so this page doesn't attempt to describe Check's own forms.
Why the earlier version of this page was wrong
Greenroom did design and build its own separate tax-filing authorization step — a single e-signature (typed legal name, title, and a checkbox: "I am authorized to act for this company and I authorize Greenroom to file payroll returns on its behalf"). It was never the three distinct, specifically-named IRS forms the earlier draft of this page described in detail — that level of specificity doesn't match anything that was ever built.
That one authorization step was then removed from company setup entirely, by an explicit product decision on 2026-06-12. In Mike Fiske's own words from that call:
"There's the forms Check makes you sign and the forms we were gonna add — authorize Greenroom with these IRS forms — I'm taking that out for MVP."
The underlying database fields that would store a signature are still there, unused, so the feature can come back later without a rebuild — but no user sees this step today. Company Setup has five stages, not six.
What this means for you
- You won't see a Greenroom-branded tax authorization form anywhere in setup.
- Whatever Check needs from you to act as your payroll provider and reporting agent happens through Check's own hosted onboarding, reached from the Payroll provider stage.
- If you have old materials, screenshots, or notes referencing a Greenroom-hosted Form 8655/8821/TR-2000 signing step, they're describing a feature that was designed but never shipped to production.
Common issues
I was told I'd need to sign IRS forms with Greenroom directly
That was the plan at one point but isn't how the product works today. Any IRS-related authorization happens through Check's hosted onboarding instead, not a separate Greenroom step.
I can't find where to review a signed tax authorization
There's nothing to review — no Greenroom-hosted authorization was collected. If you need to see what you completed with Check, that lives on Check's side.
Next steps
Return to Tax Configuration for how the rest of tax setup and filing works, or Company Setup Introduction for the full five-stage checklist.