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Form 14039 B, Business Identity Theft Affidavit

Use a Form 14039 B, Business Identity Theft Affidavit 2020 template to make your document workflow more streamlined.

What Form 14039 B does

Form 14039 B, Business Identity Theft Affidavit, is used by an authorized business representative to report suspected misuse of the organization’s identity to the IRS. The signer provides business identification and incident information, reviews the completed affidavit, and signs it. In signNow, the sender uploads the form, reviews detected fillable fields, routes it to the authorized representative, and preserves the signed PDF with its audit trail. The platform records signing evidence; it does not determine whether the report is factually accurate or replace IRS submission instructions.

Who uses Form 14039 B

Business owners

Business owners and authorized representatives use Form 14039 B to report suspected business identity theft to the IRS and document the organization’s identity.

Tax professionals

Tax professionals and compliance teams prepare the affidavit, supporting records, and signer evidence before submitting an identity-theft report.

Who benefits from Form 14039 B

  • A small-business owner uses Form 14039 B when the organization’s name, employer identification number, or tax account appears connected to unauthorized IRS activity. The owner gathers notices, account records, and identity documentation, then preserves the completed affidavit and signing history for follow-up with tax advisers or the IRS security process.
  • A tax adviser supporting an affected corporation uses Form 14039 B to organize the business identity-theft report and supporting evidence. The adviser checks that the authorized representative’s information is consistent, routes the affidavit for signature through signNow, and retains the completed record and audit trail with the client’s tax files.

How Form 14039 B works online

Form 14039 B moves from document preparation to authorized signature, then into a preserved record suitable for the organization’s identity-theft file.

  • Upload form: Upload the Form 14039 B PDF into signNow.
  • Complete fields: Review detected fields and add representative details.
  • Send signature: Send the affidavit to the authorized signer.
  • Preserve evidence: Store the signed record with its audit trail.

What the Form 14039 B audit trail records

A signNow audit trail preserves the technical evidence surrounding completion of Form 14039 B, separate from the affidavit’s substantive identity-theft statements.

01

Authenticate signer:

The platform records the signer’s authentication event before permitting signature completion.
02

Capture timestamp:

Each signature action receives a precise timestamp tied to the document event.
03

Record document hash:

The completed PDF is associated with a cryptographic document fingerprint for integrity checking.
04

Seal completed record:

The signing record is sealed against unnoticed changes after completion.
05

Connect event history:

The audit trail links signer identity, actions, timestamps, and delivery details.
06

Export evidence:

Authorized users can retrieve and export the audit trail with the signed affidavit.
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Recommended Form 14039 B setup

Configure the workflow around authorized signing, traceable completion, secure transfer, and the organization’s approved records policy.

SettingRecommendation
Authentication methodEmail invitation with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailExport with completed affidavit
Document retentionFollow organizational tax-record policy
EncryptionTLS 1.2/1.3 and AES-256

Features for Form 14039 B

signNow combines document preparation, signer routing, audit evidence, and controlled storage for organizations documenting suspected business identity theft.

Field detection

Upload the Form 14039 B PDF and review detected fields before adding the authorized representative’s information, reducing manual document preparation steps.

Signer routing

Assign the authorized representative as signer and send the affidavit through a controlled signNow invitation rather than forwarding an editable file.

Audit trail

Capture timestamps, signer actions, and completion events alongside the affidavit, creating a reviewable record of how the document was executed.

Reusable template

Use templates for repeated internal preparation while checking every business name, employer identification number, and incident detail before sending.

Record retrieval

Retrieve the completed PDF and signing history for the organization’s restricted tax or legal records after the representative signs.

Electronic signing

Apply signNow’s ESIGN and UETA compliant eSignature workflow while keeping IRS accuracy and submission obligations with the authorized business representative.

Find and fill out the correct form 14039 b business identity theft affidavit

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
IRS 14039-B 20214.8 Satisfied (1493 Votes)
IRS 14039-B 20204.8 Satisfied (1977 Votes)
IRS 14039-B 20144.8 Satisfied (4178 Votes)

Security for Form 14039 B

Transport security:

Encrypted during transfer

Stored records:

Encrypted at rest

Signer verification:

Two-factor authentication

Audit evidence:

Detailed event history

Legal framework:

ESIGN and UETA

Security certification:

SOC 2 Type II

Integrations for Form 14039 B

Connect Form 14039 B workflows with CRM, ERP, cloud storage, and tax-document repositories to route identity-theft records without rekeying business details.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Platform requirements for Form 14039 B

Form 14039 B can be prepared through signNow in supported desktop browsers, including Chrome, Firefox, Safari, and Edge, with encrypted TLS connections. signNow also provides mobile apps for iOS and Android, allowing authorized users to review and sign the affidavit from supported devices.

  • Supported browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile apps iOS and Android mobile apps

Organizations handling Form 14039 B should manage access through approved devices, named user accounts, and role-based permissions. Enterprise deployments may also evaluate API access, SSO provisioning, and document-storage controls, while the authorized representative remains responsible for the affidavit’s accuracy and IRS submission process.

Best practices for Form 14039 B

Accurate business details, controlled access, and a preserved signing record make Form 14039 B easier to review and support during IRS identity-theft follow-up.

Verify business identity details

Confirm the affected organization’s legal name, employer identification number, address, and IRS correspondence before sending Form 14039 B. Compare every entry with authoritative business records, because signNow can preserve the completed affidavit but cannot validate the underlying identity-theft allegations.

Assign the authorized representative

Use an authorized representative who can attest to the organization’s identity-theft circumstances. Configure signer roles in signNow so the person completing the affidavit is clearly identified, and avoid routing the form through an unrelated employee or shared mailbox.

Limit supporting information

Attach or reference only supporting records needed for the IRS identity-theft report. Limit access to the Form 14039 B workflow, use role-based permissions, and avoid placing unnecessary taxpayer or employee information in general-purpose templates.

Preserve the completed record

Download the completed Form 14039 B and its audit trail after signing. Store both in a restricted tax or legal repository, record the submission status separately, and follow the organization’s approved retention policy rather than inventing a form-specific period.

Privacy and disclosure pitfalls

  • Entering an employer identification number or legal business name incorrectly can connect the identity-theft report to the wrong IRS account or delay review.
  • Uploading notices or tax records containing unnecessary personal information can expose sensitive data to recipients who do not need access.
  • Using a shared signer account weakens attribution because the audit trail may not clearly identify the authorized representative who completed Form 14039 B.
  • Treating a signNow completion record as IRS submission proof can create a gap; preserve separate evidence showing how and where the affidavit was delivered.

Legal standing of Form 14039 B

Form 14039 B can carry evidentiary value when the authorized representative shows intent, consent, attribution, and reliable record preservation under ESIGN, 15 U.S.C. chapter 96, and applicable state law such as UETA. Those rules do not make wills, court orders, or family-law decrees eligible for electronic signing.

Why teams look for DocuSign alternatives

Troubleshooting Form 14039 B workflows

Resolve the specific workflow issue first, then verify the affidavit’s business information and IRS submission requirements independently.

Business plans provide legally binding eSignatures, templates, and audit trails for Form 14039 B. If a workflow requires HIPAA controls, signNow identifies HIPAA compliance as requiring a business associate agreement; confirm that requirement before handling protected health information alongside the affidavit.

The Business plan costs $8 per user per month with annual billing. It includes 100 signature invites per user per year, with overage fees applying afterward. For a larger Form 14039 B program, compare Business Premium, Enterprise, or Site License terms before deployment.

Business Premium includes bulk send, but Form 14039 B should be sent in bulk only when each recipient and business identity report is independently verified. Do not reuse one business’s identifying information across envelopes or templates.

signNow supports ESIGN and UETA compliance, but those frameworks do not replace IRS filing instructions or determine whether the affidavit’s facts are accurate. The authorized representative remains responsible for reviewing the completed Form 14039 B before submission.

If a signer cannot open the document, check the invitation address, signing link, browser session, and required authentication method. Resending the signNow invitation creates a new delivery event while preserving the document’s workflow history.

For a disputed signature, export the completed affidavit and its signNow audit trail, including timestamps and signer events. ESIGN’s legal framework requires intent, consent, attribution, and record retention; the audit trail helps document those elements but does not cure inaccurate form information.

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