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IRS 14039 B

Use a Irs 14039 B 2014 template to make your document workflow more streamlined.

What IRS 14039 B is and does

IRS 14039-B is the Business Identity Theft Affidavit used to report suspected identity theft affecting a business to the Internal Revenue Service. The business representative identifies the affected entity, describes the suspected misuse, and provides information the IRS can use when reviewing the business tax account. In signNow, the form can be uploaded, its fields reviewed, and the authorized representative can sign electronically with an audit trail. The completed record should be retained with supporting evidence and handled under applicable IRS recordkeeping and privacy procedures.

Who uses IRS 14039 B

Business representatives

Business owners and authorized representatives use IRS 14039-B to report suspected identity theft affecting the business tax account.

Tax and legal teams

Tax and legal teams prepare, review, and preserve the affidavit with supporting records for IRS correspondence and internal controls.

Business types using IRS 14039 B

IRS 14039-B is most useful when a business must document suspected identity theft clearly and coordinate authorized review, signing, and record preservation.

  • A solo business owner can prepare IRS 14039-B after discovering fraudulent business activity, complete the affidavit in signNow, and preserve the signed record with identity-theft evidence for IRS correspondence and tax-account follow-up.
  • A tax preparation practice can route IRS 14039-B to an authorized business representative, use reusable document templates, and maintain separate audit trails for each client’s identity-theft matter without combining confidential records.
  • A large enterprise can assign preparation, review, and signing responsibilities across its tax, legal, and security teams, using role-based access and centralized records to coordinate IRS 14039-B responses.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Complete IRS 14039 B in signNow

Use this focused workflow to prepare the IRS 14039-B affidavit, obtain the authorized signature, and preserve evidence of completion.

  • Upload the form:

     Upload the completed IRS 14039-B template.

  • Check fields:

     Review detected fields and add missing fields.

  • Assign signer:

     Assign the authorized business signer.

  • Send for signature:

     Send the affidavit for secure signing.

  • Save records:

     Download the signed PDF and evidence.
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Audit-trail steps for IRS 14039 B

The signNow audit trail records the technical evidence surrounding completion of the IRS 14039-B affidavit, separately from document preparation.

01

Authenticate signer:

 Record the signer’s authentication event.
02

Capture timestamp:

 Capture the exact signing timestamp.
03

Hash document:

 Generate a document hash.
04

Seal record:

 Apply tamper-evident completion sealing.
05

Log activity:

 Preserve the action history.
06

Export evidence:

 Export the completed audit trail.

Recommended IRS 14039 B workflow setup

Configure the signing workflow around authorized identity, documented intent, evidence preservation, and retention of the underlying IRS business tax records.

SettingRecommendation
Authentication methodSMS two-factor authentication
Signature typeIntent-based electronic signature
Audit trailExport certificate of completion
Document retention3 years from filing (IRC §6501(a))
EncryptionTLS 1.2/1.3 and AES-256 at rest

Find and fill out the correct irs 14039 b

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 controls for IRS 14039 B

Transport encryption:

 TLS 1.2 and 1.3

Stored data:

 AES-256 at rest

Security reporting:

 SOC 2 Type II certified

Information security:

 ISO 27001 certified

Protected information:

 HIPAA compliant with BAA

Electronic signatures:

 ESIGN and UETA compliant

Record-keeping practices for IRS 14039 B

Preserve the affidavit and its supporting evidence as one controlled record, with retention tied to the underlying IRS business tax documentation.

Apply the retention period to underlying tax records

Keep the completed affidavit, supporting identity-theft documentation, submission evidence, and the signNow certificate of completion together. Apply a documented retention schedule based on the underlying business tax records: IRC §6501(a) generally provides three years from filing, six years for substantial understatement, and indefinite retention for fraud or no return.

Export the audit trail with every completed affidavit

Export the signNow audit trail immediately after every completed signature event and preserve it with the final IRS 14039-B PDF. The export should show signer identity, timestamps, authentication events, IP information, and document history so the business can explain how the affidavit was completed.

Archive sensitive records with restricted access

Store IRS 14039-B records in an access-controlled archive with encryption at rest, restricted download permissions, and a documented deletion process. Limit access to personnel handling identity-theft matters, because the affidavit can contain sensitive business and taxpayer information requiring careful disclosure controls.

Maintain a complete submission tracking log

Record the form version, preparation date, signer, delivery method, and any IRS correspondence reference in a tracking log. Reconcile the log against stored PDFs and audit trails periodically so missing evidence, duplicate submissions, or unresolved follow-up requests are identified before an examination.

Document limits and state rules

Notarization required

 Use required notarization

Wills excluded

 Wills excluded from ESIGN

Family law

 Family-law decrees excluded

Real-estate deeds

 Deeds need acknowledgment

IRS 14039 B completion challenges

  • Entering the legal business name differently from IRS account records can delay matching the affidavit to the affected business tax account.
  • Leaving suspected fraudulent activity, affected tax periods, or contact information incomplete makes the IRS 14039-B report harder to evaluate.
  • Sending the affidavit without preserving identity-theft evidence and submission records can complicate later IRS correspondence or internal investigation.
  • Granting unrestricted access to the completed affidavit can expose sensitive business and taxpayer information beyond the personnel handling the identity-theft matter.

Ways to send and sign IRS 14039 B

  1. Use the signNow web app when preparing IRS 14039-B on a desktop, reviewing fields, and coordinating an authorized business signer.
  2. Use the signNow mobile app when an authorized representative needs to review or sign the affidavit from an iOS or Android device.
  3. Use kiosk mode for supervised signing when the business controls the signing device and needs an in-person completion workflow.
  4. Use a shareable signing link when sending the prepared IRS 14039-B to an authorized representative through a controlled distribution process.
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IRS 14039 B troubleshooting questions

Resolve field, signer, authentication, evidence, plan, and consent questions before treating the IRS 14039-B record as complete.

Upload the IRS 14039-B PDF to signNow, then review automatically detected fields before sending. Add or correct fields manually when the source template does not expose every required entry. The Business plan includes templates, audit trails, and mobile apps for this workflow.

Assign the signer as the authorized business representative responsible for the affidavit. signNow can send the document for signature and record the signing event, but the IRS remains the authority for the affidavit’s substantive requirements and submission process.

Enable stronger signer authentication when the affidavit contains sensitive business or taxpayer information. signNow supports two-factor authentication, and its ESIGN and UETA compliance addresses electronic-signature records; authentication does not replace the signer’s authority to act.

Export the completed signNow audit trail with the signed IRS 14039-B PDF. The record should preserve timestamps, signer activity, authentication details, and document history so the business can demonstrate how the electronic record was completed.

The Business plan is listed at $8 per user per month with annual billing and includes 100 signature invites per user per year. Business Premium adds bulk send; Enterprise adds advanced signer authentication and conditional fields.

For consumer-facing electronic records, ESIGN requires disclosure of the right to receive paper records, access to the electronic format, and procedures for withdrawing consent under 15 U.S.C. §7001(c). Apply that requirement when the signer is a consumer, not automatically to every business workflow.

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