14017

Application for Fast Track Settlement

Agency
IRS
Revision
Rev. 3-2020
Fillable fields
64
Pages
1
Official source
IRS form page
Checked
October 21, 2026
Fill 14017 online
Page 1 of form 14017

Form 14017: Application for Fast Track Settlement

Form 14017, Application for Fast Track Settlement, is submitted to the IRS Independent Office of Appeals. In its signature statement, the undersigned "request assistance from the IRS Independent Office of Appeals in the Fast Track Settlement (FTS) process."

The form is a joint application. It carries signature lines for the taxpayer, the taxpayer's spouse (if related to a joint return), the taxpayer's representative, the IRS Group/Team Manager and an approving operating division official, and it is accepted by an Appeals Team Manager and an Appeals Program Manager. The issues are described in attached documents, such as Form 5701, Summary of Issues, or Form 886-A, Explanation of Items, together with the taxpayer's written response.

The one-page PDF prints no line instructions. You can fill it out free in your browser on this page and download it without an account.

Top of page 1 of Form 14017: Application for Fast Track Settlement, as printed by IRS

What's on Form 14017

Header

Date and location, a From box with LB&I, SB/SE, TE/GE or Other, and the type of tax.

Taxpayer block

Taxpayer name, TIN/EIN, tax years, address, telephone number and fax number.

Representative block

Representative name (if applicable), name of firm, address, telephone number and fax number.

Examination and other participants

The Examination Group/Team Manager, the source (FE/OE, etc.), a location and contact numbers, and a table of other participants with name, position or affiliation and telephone.

Signatures

A statement covering the request, the attached issue documents, disclosure consent and confidentiality, followed by seven signature and date lines.

Bottom rows

MFT, PBC, Potential Joint Committee (Yes or No), Listed transaction (Yes or No), LB&I practice area, preferred conference site and Fast Track end date.

How to fill out Form 14017

  1. 1

    Header

    Enter the date and location, check the From box for the operating division (LB&I, SB/SE, TE/GE or Other) and enter the type of tax.

  2. 2

    Taxpayer

    Enter the taxpayer name, TIN/EIN, the tax years involved, the address, and telephone and fax numbers.

  3. 3

    Representative

    If a representative takes part, enter the name, firm, address, telephone and fax numbers. Otherwise leave the block empty.

  4. 4

    Examination and participants

    Enter the Examination Group/Team Manager, the source, location and contact numbers, then list any other participants with their position or affiliation and telephone number.

  5. 5

    Attach the issue documents

    The signature statement says the issues are described in Form(s) 5701, Form 886-A or similar documents and the taxpayer's written response, and that these are attached to the application.

  6. 6

    Sign

    The taxpayer, spouse (if a joint return), representative, IRS Group/Team Manager and approving operating division official sign and date. Appeals officials sign to accept.

The PDF has no line instructions. These steps follow the order of the blocks the form prints.

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Where it goes and what signing means

Where it goes

The top of the form says it is submitted to the IRS Independent Office of Appeals. The form prints no mailing address and no filing deadline.

Attachments

Form 5701, Summary of Issues, or Form 886-A, Explanation of Items, or similar documents, plus the taxpayer's written response, are attached to the application.

Disclosure consent

The form says that by signing, the taxpayer consents under section 6103(c) to disclosure of returns and return information on the FTS issues to the persons named on the application as participants.

Ex parte communications

The form says the ex parte prohibition in section 1001(a) of the Internal Revenue Service Restructuring and Reform Act of 1998 does not apply in FTS, because Appeals personnel are not acting in their traditional Appeals settlement role.

Confidentiality

The form says IRS employees, the taxpayer and invited participants will not voluntarily disclose information about any communication made during the FTS session, except as provided by statute.

Who signs Form 14017?

  • The taxpayer

    The taxpayer signs and dates the application. A spouse also signs if the issues relate to a joint return.

  • The taxpayer's representative

    If there is one, the representative's name, firm, address, telephone and fax go in the right-hand block, and the representative signs.

  • The IRS examination side

    The Examination Group/Team Manager is named on the form and signs, and an approving operating division official signs with a title.

  • IRS Independent Office of Appeals

    An Appeals Team Manager and an Appeals Program Manager sign to show the application is accepted by Appeals.

The form does not say who fills in each block. It lists the people who sign and the Appeals officials who accept it.

Official sources and the blank

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Questions about Form 14017

Who receives Form 14017?

The form says it is submitted to the IRS Independent Office of Appeals, and acceptance is signed by an Appeals Team Manager and an Appeals Program Manager.

Does the taxpayer sign alone?

No. The form has signature lines for the taxpayer, a spouse on a joint return, a representative, the IRS Group/Team Manager and an approving operating division official.

What documents go with it?

The form says the issues are described in Form(s) 5701, Form 886-A or similar documents and the taxpayer's written response, which are attached to the application.

Who can see the taxpayer's return information?

By signing, the taxpayer consents under section 6103(c) to disclosure of return information on the FTS issues to the persons named on the application as participants.

Are there instructions for Form 14017?

The PDF prints no line instructions. This page describes only what the form itself prints.