Fill in a Valid Tax POA 3520-PIT Template

The Tax POA 3520-PIT form is a document that allows taxpayers to appoint someone to act on their behalf regarding tax matters. This form can be essential for managing your finances efficiently, particularly if you might need assistance from a tax professional. Ready to get started? Click the button below to fill out the form!

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The Tax POA 3520-PIT form serves a crucial role in financial and tax matters, particularly for individuals navigating the complexities of personal income tax in the U.S. This form, which designates a representative to act on behalf of the taxpayer, facilitates communication and transaction between the taxpayer and tax authorities. By submitting the POA 3520-PIT, individuals can ensure that their chosen representatives—be they attorneys, accountants, or other qualified professionals—have the authority to receive sensitive tax information and perform necessary actions on their behalf. This includes filing returns, responding to inquiries, and negotiating settlements. The process is designed to streamline tax-related communications and provide taxpayers with the assurance that their interests will be well-represented. Understanding the specific requirements and implications of the POA 3520-PIT is essential for anyone considering this authorization, as it involves important decisions about representation in the context of tax obligations.

Tax POA 3520-PIT Example

STATE OF CALIFORNIA

Franchise Tax Board

Individual or Fiduciary	■	CALIFORNIA FORM

Power of Attorney Declaration		3520-PIT

Use this legal document to authorize a specific individual(s) to receive confidential information and represent you in all matters before the Franchise Tax Board (FTB).

Part I – Taxpayer Information

Check only one box below.

Individual



Fiduciary

(If a joint tax return is filed, each spouse/Registered Domestic

(Estate or Trust - FEIN required)

Partner (RDP) must complete their own POA Declaration)

Individual (first name, middle initial, last name, suffix) or name of estate or trust

SSN or ITIN

Street address (number and street) or PO box

Apt. no/ste. no.

FEIN

~ ---------

~I - ~~ -

City (If you have a foreign address, see instructions)

State

ZIP code

Phone

~--------

~□

~I-

~ --

Foreign country name

Foreign province/state/county

Foreign postal code

Part II – Representative(s)

Only individuals may be named as representative(s). You must list a primary representative below. The individual or fiduciary in Part I appoints the following individual(s) as attorney(s)-in-fact. To appoint additional representative(s), complete Side 4. Each representative listed on your POA Declaration will have the ability to remove a representative from your POA Declaration.

Primary representative’s name (first name, middle initial, and last name)

CA CPA	CA state bar number	CTEC	Enrolled agent number			PTIN


Street address (number and street) or PO box						Apt. no/ste. no.


City (If the representative has a foreign address, see instructions.)					State		ZIP code


Email (include your representative’s email address to ensure they receive email notifications)			Phone				Fax


Additional representative’s name (first name, middle initial, and last name)


CA CPA	CA state bar number	CTEC	Enrolled agent number			PTIN


Street address (number and street) or PO box							Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)				State			ZIP code

Email (include your representative’s email address to ensure they receive email notifications)			Phone				Fax

■

8551193

FTB 3520-PIT 2019 Side 1

■

Part III – Authorization for All Years or Specific Years Your POA Declaration Covers

You must check either the “Yes” or “No” box below. Your selection authorizes representatives in Part II and on Side 4 to contact FTB about your account, receive and inspect your confidential information, represent you in all FTB matters, and request information we receive from the Internal Revenue Service (IRS) for either question 1 or 2 indicated below.

If you authorize “all years” and “specific years,” the specific years privilege prevails. Enter “NA” (not applicable) or strike through any blank year fields in question 2a through 2d. If you do not check either the “Yes” or “No” box or check both the “Yes” and “No” box, we will process the authorization as a “No.” This may cause your POA Declaration to be invalid, and it may be rejected. If you authorized all years, this will include previous, current, and future years up to the expiration date. If you authorized “specific years,” you can designate future years or income periods up to fve years from the POA Declaration signature date.

1.	Authorized All Years	. . . . . . . . . . . . . . . . . . . . . . . . . . Yes	No
	Or	. . . . . . . . . . . . . . . . . . . . . . . . . . Yes	No
2.	Authorized Specifc Years*	. . . . . . . . . . . . . . . . . . . . . . . . . . Yes	No
	Year Begins:	Year Ends:
	YYYY	YYYY

	2a.
	2b.
* For example,	2c.
Single Year: 2019-2019

Multiple Years Range: 2016-2019	2d.

–

Part IV – Additional Authorizations

Check either the “Yes” or “No” box below for additional authorizations you would like to grant your representative(s) in addition to those described in Part III. If you do not check either the “Yes” or “No” box or check both the “Yes” and “No” box for any additional authorizations below, we will process the authorization as a “No.” For more information, see instructions.

1.	Add representative(s)	Yes
2.	Authority to sign tax return(s) (only if incapacitated or continuous absence from the U.S.)	Yes
3.	Receive, but not endorse, refund check(s)	Yes
4.	Waive the California statutes of limitations (SOL)	Yes
5.	Execute settlement and closing agreements	Yes
6.	Other acts (describe on Side 5)	Yes

No

Side 2 FTB 3520-PIT 2019

8552193

■

Part V – Request or Retain MyFTB Full Online Account Access for Tax Professional(s)

You must check either the “Yes” or “No” box below. If you check the “Yes” box, you are requesting to authorize or retain full online account access for your tax professional(s), including the ability to view tax returns and take available actions based upon the year(s) designated on this declaration. If you requested full online account access for your tax professional(s) on your POA declaration, a separate notice will be mailed to you with an authorization code and instructions to approve or deny the online account access request. An authorization code will not be sent for tax professional(s) that have existing full online account access.

If you check the “No” box, both the “Yes” and “No” boxes, or do not check any box, we will process the authorization as a “No”, and your tax professional(s) will be granted limited online account access; any existing relationships with full online account access will be changed to limited online account access. Limited online account access includes viewing notices and most correspondence issued by FTB in the last 12 months.

This online account access authorization does not affect their ability to take actions on your behalf or the information your representative can receive by phone, chat, or in person.

If your POA declaration is rejected, this request for online access will not be processed and no updates will be made to online access levels for any existing relationships.

Note: Online access is not available for Fiduciary accounts.
Authorize MyFTB Full Online Account Access for Tax Professional(s)	Yes No

Part VI – Signature Authorizing Power of Attorney Declaration

To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov/forms and search for 1131. To request this notice by mail, call 800.852.5711.

The authority granted to the representative(s) in this POA Declaration will generally expire six years from the date this form is signed, or on the date that a POA declaration is revoked, whichever occurs first.

I declare under penalty of perjury under the laws of the State of California that I am the taxpayer named in Part I and by my signature below, I authorize the representative(s) listed in Part II to be appointed as my attorney(s)-in-fact.

If signed by a guardian, legal representative, executor, receiver, administrator, or trustee on behalf of the taxpayer, I declare under penalty of perjury under the laws of the State of California that I have the authority to execute this form on behalf of the taxpayer named in Part I and by my signature below, I authorize the representative(s) in Part II to be appointed as the taxpayer’s attorney(s)-in-fact. Supporting document for such authority is attached.

FTB will reject this POA Declaration if not signed and dated by an authorized individual.

By signing this POA declaration, I understand that FTB will grant limited online account access to my tax professional representative(s) unless full online account access has been requested in Part V. If you do not want your tax professional representative(s) to have any online access, refer to Part V instructions.

Print Name		Title (required for fiduciary signing for trust or estate)


Signature		Date

8553193

FTB 3520-PIT 2019 Side 3

■

The individual or fiduciary in Part I appoints the following additional representative(s) as attorney(s)-in-fact. Include additional copies of this page as needed to list all representatives. Do not return this page if blank.

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street Address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

._________________,

._____

____,

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

._________________,

._____

____,

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

■ Side 4 FTB 3520-PIT 2019

8554193

■

Other Acts Authorization(s)

Submit this page if you selected Yes to the Other Acts Authorization box from Part IV. If you did not select “Yes” or selected both “Yes” and “No” within Part IV, we will disregard this page without the listed authorizations being granted. Describe the specific other acts you authorize your representative(s) named in Part II and on Side 4 to perform before FTB. Authorizations listed in Part III and Part IV prevail over conflicting authorizations listed in this section. Do not return this page if blank.

8555193

FTB 3520-PIT 2019 Side 5

Click for Tax POA 3520-PIT File

File Breakdown

Fact Name	Description
Purpose	The Tax POA 3520-PIT form is used to grant someone authority to represent you before the state tax agency.
Governing Law	This form is governed by state tax laws, such as the Income Tax Law in your state.
Filing Method	You can submit this form either online or via mail, depending on your state’s requirements.
Validity Period	The authority granted remains effective until you revoke it or specify a termination date.
Eligibility	Any individual or entity can designate a representative using this form as long as they meet state requirements.
Information Required	The form requires basic information such as your name, address, and details of the representative.
Revocation	You can revoke the POA at any time by submitting a notice to your state tax agency.
Fees	In most cases, there are no fees associated with filing the POA 3520-PIT form.

Guide to Using Tax POA 3520-PIT

Filling out the Tax POA 3520-PIT form requires careful attention to detail. Completing the form accurately will ensure that the form is submitted correctly, allowing for the appropriate tax representation and communication with the tax authorities. Follow these steps to efficiently fill out your form.

Gather all necessary information, including your personal details and tax identification number.
Locate the Tax POA 3520-PIT form on the official tax authority website.
Begin with the section requiring your name. Enter your full name exactly as it appears on your tax documents.
Next, provide your address. Ensure that you include both the street address and the city, state, and ZIP code.
Fill in the tax identification number. If applicable, include the taxpayer’s Social Security Number or Employer Identification Number.
In the authorized representative’s section, provide the name of the person you are granting power of attorney.
Enter the address and tax identification number of the authorized representative.
In the specific powers granted section, clearly specify the powers you are providing, including any limitations if necessary.
Sign and date the form in the designated area. Your signature verifies the information you provided.
Finally, review the completed form for accuracy before submitting it to ensure that there are no errors.

Get Answers on Tax POA 3520-PIT

What is the Tax POA 3520-PIT form?

The Tax POA 3520-PIT form is a Power of Attorney document that grants an authorized individual the ability to act on behalf of a taxpayer regarding personal income tax matters. This includes filing returns, receiving notices, and communicating with tax authorities in a taxpayer's absence. It helps streamline interactions with the IRS or state tax agencies.

Who needs to file the Tax POA 3520-PIT form?

This form is important for anyone who wants to appoint someone else to manage their tax affairs. Common reasons for filing include:

If you are often out of the country and need someone to handle your tax correspondence.
If you are physically unable to handle your tax matters due to health issues.
If you are elderly and require help managing taxes.

How do I fill out the Tax POA 3520-PIT form?

Filling out the 3520-PIT form requires specific information. You'll need to provide:

Your full name and taxpayer identification number.
The same information for the person you're appointing as your representative.
A detailed description of the powers you are granting, such as the ability to file returns or receive refunds.

Make sure all information is accurate and legible. Any mistakes can delay the processing of your form.

How do I submit the Tax POA 3520-PIT form?

Once you've completed the form, you generally need to send it to the relevant IRS office or state tax agency. Check their official website for the correct address, as it can vary based on your location or the specific issue at hand. Regular mail is commonly accepted, but some agencies may also allow electronic submissions.

Is there a fee associated with submitting the Tax POA 3520-PIT form?

Typically, there are no fees required to file the Tax POA 3520-PIT form. However, if you are receiving professional assistance or using a paid service for this process, they may charge a fee. Always clarify these terms upfront to avoid any surprises.

Can I revoke the Tax POA 3520-PIT form once it is filed?

Yes, you can revoke the Tax POA 3520-PIT form at any time. To do so, complete a revocation form and provide it to both your representative and the tax authority. It’s advisable to send the revocation in writing so that you have a record of your request. Always ensure that your former representative knows they are no longer authorized to act on your behalf.

Common mistakes

When filling out the Tax POA 3520-PIT form, many people inadvertently make mistakes that can delay processing or lead to complications. One common error is failing to provide complete and accurate information. For example, the name, address, and Social Security number of both the taxpayer and the representative must be filled out correctly. Omitting any of these details can create significant delays.

Another mistake involves neglecting the signature requirement. Always ensure that the taxpayer’s signature is present. A missing signature may render the form invalid. There can be confusion here if the taxpayer is signing on behalf of someone else, in which case proper authorization must be demonstrated through additional documentation.

It's essential to pay attention to the dates. Without the appropriate dates on the form, it might not be processed. Often, people forget to date their signature or enter the date too far in advance, which can result in rejection of the form. Consistency is vital, and this applies to using the same format for all date entries.

Individuals also commonly overlook the specific types of authority granted on the form. The Tax POA 3520-PIT allows for various levels of representation, and misunderstanding these categories can lead to granting more authority than intended. Be sure to review the choices carefully before finalizing the submission.

Moreover, not keeping a copy for personal records is a frequent oversight. After submitting any tax form, it is a best practice to retain a copy. This can be invaluable should questions or issues arise later regarding the submission.

Another issue arises when people assume all forms are the same. The Tax POA 3520-PIT has specific requirements that differ from other tax forms. Familiarity with the particulars of this particular form helps in preventing errors.

Inaccurate information about the representative can lead to serious complications. If the person listed does not have the proper qualifications to represent the taxpayer, this could result in denial of their authority. Always double-check the credentials of the appointed representative.

Lastly, not using the latest version of the form can cause unnecessary problems. Tax forms are periodically updated. Using an outdated version might mean that you are missing new fields or requirements. Always ensure that you’re using the most current form available on the IRS website.

Documents used along the form

The Tax Power of Attorney (POA) form 3520-PIT is a crucial document for taxpayers who wish to authorize someone else to handle their tax matters. While this form itself is essential, several other documents often accompany it to ensure a comprehensive approach to managing tax issues. The following is a list of commonly used forms and documents.

Form 2848: This is the "Power of Attorney and Declaration of Representative" form used for federal tax purposes. It allows the designated representative to act on behalf of the taxpayer in all tax matters before the IRS.
Form 4506: This form, known as "Request for Copy of Tax Form," allows individuals to request copies of their tax returns or tax return information from the IRS. It is often needed for verification purposes.
Form 1040: The "U.S. Individual Income Tax Return" form is a key document for U.S. taxpayers. It summarizes one's income, deductions, and credits for a tax year and is essential for assessing tax liability.
Schedule C: This is part of the Form 1040 and is used by sole proprietors to report income or loss from their business. It is important for those who are self-employed.
Form W-2: This form is crucial as it contains information about an employee's wages and the taxes withheld. Employers must provide this to their employees, and it is essential for tax filing.
Form 1099: Various types of Form 1099 report income received from sources other than employment. Freelancers and independent contractors use these forms to report their income to the IRS.
Form 8962: The "Premium Tax Credit" form is necessary for individuals who wish to claim the premium tax credit for health insurance purchased through a government exchange. It helps determine eligibility for this financial assistance.

In summary, these documents work together with the Tax POA 3520-PIT form to streamline tax management and ensure all necessary information is in place for effective representation and compliance. Understanding the role of each form can help taxpayers navigate the complexities of tax regulations more effectively.

Similar forms

IRS Form 2848 - This form serves as a Power of Attorney for tax matters with the IRS. Similar to the Tax POA 3520-PIT, it allows a representative to act on behalf of a taxpayer regarding tax-related issues.
IRS Form 60 - This document is used to appoint a representative for certain federal tax matters. Like the Tax POA 3520-PIT, it grants authority to someone to handle specific tax issues on behalf of the taxpayer.
State Power of Attorney Forms - Many states have their own Power of Attorney forms tailored for tax matters. Similar to the Tax POA 3520-PIT, these state forms allow individuals to designate someone to make tax decisions and file documents.
Form 8821 - This form allows a third party to receive copies of tax information from the IRS. Just like the Tax POA 3520-PIT, it enables someone to access tax records without granting full Power of Attorney.
Form 706 - This is used to file an estate tax return. Similarities with the Tax POA 3520-PIT include the need for proper representation to navigate complex tax environments, especially post-death matters.
Form 709 - This form is used for reporting gifts. Similar to the Tax POA 3520-PIT, a designated representative can help manage gift tax issues, ensuring compliance with federal laws.
Form 941 - Employers use this to report payroll taxes. The connection to the Tax POA 3520-PIT lies in the need for representation to handle employee tax matters.
Form 1040 - This is the individual income tax return form. Similarities exist in the process of filing through representatives, which requires proper authorization to act on behalf of a taxpayer.
Form 990 - Nonprofits use this form to file annual returns. Like the Tax POA 3520-PIT, it often requires representation for compliance, which can be facilitated through Power of Attorney.
State Income Tax Return Forms - Similar to the Tax POA 3520-PIT, state income tax return forms may require specific authorizations to allow representatives assistance in filing state tax returns on behalf of individuals.

Dos and Don'ts

Here are nine important things to consider when filling out the Tax POA 3520-PIT form. Following these guidelines can help ensure that your application is processed smoothly.

Do: Provide accurate personal information, including your name, address, and Social Security number.
Do: Clearly designate the tax matters and periods for which the power of attorney is granted.
Do: Sign and date the form in the appropriate section to certify your consent.
Do: Review the instructions that accompany the form for any specific requirements.
Do: Keep a copy of the completed form for your records.

Don't: Forget to use blue or black ink when filling out the form for clarity.
Don't: Submit the form without confirming that it is fully completed; omissions can cause delays.
Don't: Use abbreviations or unclear language that may lead to confusion about your intentions.
Don't: Ignore any deadlines associated with submitting the form to the IRS.

Adhering to these practices can facilitate a smoother experience as you navigate the process of granting power of attorney for tax matters.

Misconceptions

The Tax POA 3520-PIT form can sometimes lead to misunderstandings. Here are ten common misconceptions about this form.

This form is only for business entities. In reality, both individuals and businesses can use the Tax POA 3520-PIT form to authorize representation for tax matters.
Filing this form guarantees that my taxes will be lower. Submitting this form simply gives someone the power to represent you; it does not impact the amount of tax owed.
Only certified public accountants can be appointed. You have the right to appoint anyone, including family members or friends, to represent you, even if they are not CPAs.
The form is too complicated to fill out. While it may seem daunting, the form is relatively straightforward and can be completed with basic information.
Once I file the form, it cannot be revoked. You can revoke the authorization at any time by submitting a written notice to the tax authority.
This form protects me from audits. While it allows for representation, it does not exempt you from being audited by the tax authorities.
All information remains confidential. Authorized representatives can access your tax information, but certain disclosures may still occur, depending on legal requirements.
Filing this form means I don’t have to worry about my taxes anymore. It is still your responsibility to ensure that your taxes are filed correctly and on time.
The IRS will always accept electronic submissions of this form. Be aware that some tax authorities may require paper submissions, depending on their specific rules.
I must use a specific format or template to fill it out. You can usually find the official form online and use it as-is, without needing a specific format.

Understanding these misconceptions can help you manage your tax responsibilities better and make informed decisions about using the Tax POA 3520-PIT form.

Key takeaways

When filling out and using the Tax POA 3520-PIT form, it is essential to keep several important points in mind.

This form grants someone else the authority to act on your behalf regarding tax matters.
It's crucial to fill out the form completely and accurately to avoid any delays in processing.
Always provide a clear description of the powers you are granting to your representative.
Keep a copy of the submitted form for your records.
Once the form is submitted, monitor the progress to ensure that it is processed correctly.
Consider consulting a tax professional to help understand the implications of granting power of attorney.