Fill in a Valid Tax POA D-2848 Template

The Tax POA D-2848 form is an important document that allows individuals to appoint someone to represent them in matters concerning their taxes. This form authorizes the chosen representative to handle tax matters on behalf of the taxpayer, making it easier to navigate complex tax situations. If you're ready to fill out the form, click the button below!

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The Tax Power of Attorney form, known as D-2848, serves as a critical instrument that empowers an individual or organization to represent a taxpayer before the Internal Revenue Service (IRS) or relevant state tax authorities. By completing and submitting this form, a taxpayer grants an appointed agent the authority to handle essential tax matters on their behalf—including filing returns, negotiating on tax liabilities, and accessing confidential tax information. This form does not merely facilitate communication; it also establishes a legal channel through which the designated agent can perform specific actions that the taxpayer would otherwise need to undertake personally. It is important for taxpayers to understand the roles and limitations associated with this form, as it clearly outlines the scope of authority granted and can be customized for varying levels of representation. While commonly used for annual tax filings, the D-2848 can also be beneficial in dealing with audits, disputes, and other tax-related issues. The proper completion and submission of the Tax POA D-2848 form are essential steps in ensuring seamless representation and effective resolution of tax matters.

Tax POA D-2848 Example

This is a FILL-IN format. Please do not handwrite any data on this form other than your signature.

-	Government of the	D-2848 Power of Attorney and	OFFICIAL USE ONLY
*** District of Columbia		Declaration of Representation
*** District of Columbia

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Personal Information

Your frst name, M.I., Last name for individual or Business name for business

Spouse frst name, M.I., Last name for individual

Your SSN or EIN for business

Spouse’s SSN

Your daytime phone number

Home address (number and street) or business address

Apartment number

City

State

Zip code

hereby appoint(s) the following representative(s) as attorney(s)-in-fact:

Representative(s) This Power of Attorney will not be valid unless the Representative(s) complete the Declaration of Representative, sign and date this form on page 2.

Name and addressEIN/SSN

PTIN Telephone Number

Fax No.

E-mail Address

Name and address
Name and address		EIN/SSN
		PTIN
		PTIN
		Telephone Number
		Fax No.
		E-mail Address
		E-mail Address

Name and address		EIN/SSN
Name and address		EIN/SSN
		PTIN
		PTIN
		Telephone Number
		Fax No.
		E-mail Address

Name and address		EIN/SSN
Name and address		EIN/SSN
		PTIN
		Telephone Number
		Telephone Number
		Fax No.
		Fax No.
		E-mail Address
		E-mail Address


Tax Matters	Type Form		Years or Periods
Type of Tax (Income, Sales, etc)	Type Form		Years or Periods

Acts authorized

The representatives are authorized to represent the taxpayer(s) before the Office of Tax and Revenue for the tax matters listed above, to receive and inspect confidential tax information and to perform any and all acts that I (we) can perform (for example, the authority to sign any agreements, consents, or other documents). This authority does not include the power to receive or cash refund checks. If you wish to grant this authority to your authorized representative, please state this below. List specific additions or deletions to the acts otherwise authorized by this power of attorney:

Revised 05/2015

D-2848 Page 1

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Taxpayer's SSN or FEIN		Taxpayer's Name

Retention/revocation of prior power(s) of attorney By filing this power of attorney form, you automatically revoke all earlier power(s) of attorney on file with the Office of Tax Revenue for the same tax matters and years or periods covered by this document.

If you do not want to revoke a prior power of attorney, check here:

You must attach a copy of any Power of Attorney you want to remain in effect.

Signatures

Signature of taxpayer(s) If a tax matter concerns a joint return, both husband and wife must sign if joint representation is requested. If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, or trustee on behalf of the taxpayer, I certify that I have the authority to execute this form on behalf of the taxpayer. If other than the taxpayer, print the name here and sign below.

Your Signature	Date	Title if other than individual


Spouse's signature if filing jointly	Date
Spouse's signature if filing jointly	Date	Telephone number if other than the taxpayer

If not signed and dated, this power of attorney will be returned

Declaration of Representative Representative(s) must complete this section and sign below.

Under penalties of perjury, I declare that:

As the authorized representative of the taxpayer(s) identified for the tax matter(s) specified herein; I am one of the following:

a.A member in good standing of the bar of the highest court of the jurisdiction shown below.

b.A Certified Public Accountant duly qualified to practice in the jurisdiction shown below.

c.An Enrolled Agent under the requirements of Treasury Department Circular # 230.

d.A bona fide officer of the taxpayer’s organization.

e.A full-time employee of the taxpayer, trust, receivership, guardian or estate.

f.A member of the taxpayer’s immediate family (i.e., spouse, parent, child, brother, or sister).

g.A general partner of a partnership.

h.Student Attorney or CPA- receives permission to represent taxpayers before the IRS by virtue of his/her status as a law, business, or accounting student working in an Low Income Taxpayer Clinic or Student Tax Clinic Program.

i.Other

Designation-		Licensing jurisdiction (state)	Bar, license, certification,
	Insert above	or other licensing authority	registration, or enrollment number	Signature	Date
	letter (a-i)	(if applicable)	(if applicable)	Signature	Date

If you have any questions regarding the Power of Attorney, contact the Office of Tax and Revenue, Customer Service Administration, 1101 4th Street, SW, Washington, DC 20024; or call (202) 727-4TAX (4829).

Mail the original Power of Attorney to:

Office of Tax and Revenue, Customer Service Administration, PO Box 470, Washington, DC 20044-0470

If this declaration is not signed and dated, this power of attorney will be returned

D-2848 Page 2

Click for Tax POA D-2848 File

File Breakdown

Fact Name	Description
Purpose	The IRS Form 2848 serves as a Power of Attorney, allowing one individual to represent another before the IRS.
Form Number	The official form number is D-2848, which is necessary for tax-related authority.
Eligibility	Any individual or business entity can appoint someone as their representative using this form.
State-Specific Forms	Some states have their own power of attorney forms for tax matters; for example, California uses the FTB 3520 form.
Governing Laws	Federal regulations governing Form 2848 are found under Title 26 of the U.S. Code. State-specific forms follow their respective state laws.
Filing Requirements	The completed form must be signed by both the taxpayer and the appointed representative before submission to the IRS.

Guide to Using Tax POA D-2848

Filling out the Tax POA D-2848 form is a straightforward process that enables you to authorize someone to represent you before the IRS. After completing the form, ensure that it is accurately submitted according to IRS guidelines to facilitate your representative’s ability to act on your behalf.

Obtain the Form: Access the D-2848 form from the IRS website or request a paper copy from your local IRS office.
Provide Your Information: In the first section, fill in your name, address, Social Security number (SSN), and any other required personal information. Ensure that the details match your official documents.
Enter Your Representative's Details: Identify the person you are authorizing. Include their name, address, and other relevant information. This person will act as your representative for tax matters.
Select Tax Matters: Specify the types of tax matters you are granting access to. Indicate the tax year(s) or period(s) applicable to your authorization.
Provide Signature: Sign and date the form. Your signature is crucial for validating the authorization. If you are signing for a business, include your title and the business name.
Submit the Form: Send the completed form to the appropriate IRS office, or provide it to your representative for submission. Ensure that you keep a copy for your records.

After submitting the form, monitor the process to ensure that your representative has received authorization. This is essential for smooth communication and tax representation with the IRS.

Get Answers on Tax POA D-2848

What is the Tax POA D-2848 form?

The Tax POA D-2848 form is a Power of Attorney document specifically designed for taxpayers in the United States. This form allows you to appoint an individual or organization to represent you in dealing with the IRS regarding your tax matters. When you sign this form, you give that representative the authority to receive confidential tax information and communicate with the IRS on your behalf.

Who can I appoint as my representative using the D-2848 form?

You can appoint anyone as your representative, as long as they are qualified to practice before the IRS. Typically, this includes attorneys, certified public accountants (CPAs), and enrolled agents. It is vital to choose someone who is trustworthy and knowledgeable about tax law, as they will handle sensitive financial information and communicate on your behalf.

How do I complete the D-2848 form?

Completing the D-2848 form is straightforward. Follow these steps:

Download the form from the IRS website or obtain a physical copy.
Fill in your personal information, including your name, address, and taxpayer identification number.
Provide details about your chosen representative, including their name, address, and identification number.
Sign and date the form, confirming your agreement with the delegation of authority.

Make sure all information is accurate to prevent processing delays. If necessary, your representative can help guide you through this process.

What happens after I submit the D-2848 form?

Once you submit the D-2848 form to the IRS, your representative will be able to act on your behalf for matters specified in the form. The IRS typically processes the form quickly, allowing your representative to access your tax information and communicate with the IRS. It is advisable to keep a copy of the form for your records.

Can I revoke the Power of Attorney after submitting the D-2848 form?

Yes, you can revoke the Power of Attorney at any time. To do so, you must complete a revocation form or simply notify the IRS in writing, stating your intention to revoke the D-2848. Make sure to provide your information, your representative's information, and any relevant details to ensure the revocation is processed properly. Once the IRS receives your revocation, your representative will no longer have the authority to act on your behalf.

Common mistakes

When preparing and submitting the Tax POA D-2848 form, many individuals unknowingly make critical errors that can delay processing and jeopardize their tax matters. Understanding these common mistakes can help ensure that your form is completed accurately and efficiently.

One frequent mistake is failing to sign the form. Without the necessary signatures, the form is incomplete and cannot be processed. It is essential for the taxpayer and the representative to both sign the D-2848. Make sure that you have provided all required signatures before submission.

Another issue arises when filling out the form is the inadequate description of the tax matters. In Box 3, taxpayers must specify which tax matters they are granting power of attorney for. Vague or unclear descriptions can lead to confusion or a denial of your request, so it is crucial to be as specific as possible.

Omitting the correct representative information can also be detrimental. Ensure that all contact details for the designated representative are accurate. Any errors in names, addresses, or identification numbers can cause delays in communication and potential issues with your tax matters.

Often, taxpayers will forget to indicate the tax year(s) involved in the representation. Failing to include this information can create problems, as it becomes unclear which years the power of attorney covers. Be thorough in specifying years to avoid complications.

In some cases, individuals might assign power of attorney to more than one representative without following proper guidelines. It’s important to ensure that the form reflects whether you intend to grant authority to multiple representatives and that their details are clearly listed to avoid confusion.

Another mistake involves not keeping a copy of the completed form. Always retain a copy of the submitted D-2848 form for your records. This can serve as a reference in future communications with the IRS or your representative and can be useful in case any discrepancies arise.

Lastly, a common oversight occurs when individuals fail to submit the form to the correct IRS office. Each form must be sent to the appropriate location based on the taxpayer’s circumstances. Carefully check the submission guidelines and ensure that the form goes to the right place for processing.

By being aware of these common mistakes, you can take proactive steps to ensure that your Tax POA D-2848 is completed successfully. Careful attention during the preparation can help avoid setbacks and ensure that your tax matters are handled smoothly.

Documents used along the form

The Tax Power of Attorney (POA) D-2848 form is essential when you need someone to handle your tax matters. Along with this form, several other documents may also be required or beneficial. Below is a list of commonly used forms and their brief descriptions.

Form 4506-T: This form requests a transcript of your tax returns. It can be useful when verifying income or tax information.
Form 1040: This is the standard individual income tax return form. You generally need to submit this if you are filing taxes.
Form W-2: Employers use this form to report wages paid to employees and the taxes withheld. You will typically need it when filing your tax return.
Form 1099: This form reports various types of income other than wages. It is relevant for freelancers and independent contractors.
Form 8962: Used to claim the Premium Tax Credit, this form helps to reduce the cost of health insurance from the marketplace.
Form 4868: This is an extension form that gives you extra time to file your taxes. You must file it before the tax deadline.
Form 8888: If you want to direct deposit your tax refund into multiple accounts, you need to complete this form.
Form 8949: This form is used to report capital gains and losses from the sale of assets. You will need it if you have sold stocks or property.

Having these forms prepared can help facilitate your tax process and ensure everything is in order. Always review your specific needs based on your tax situation to determine which documents you will require.

Similar forms

The IRS Form D-2848, also known as the Power of Attorney and Declaration of Representative, allows individuals to designate a representative to act on their behalf in tax matters. It is pivotal for navigating the complexities of tax obligations. Several other documents share similarities with Form D-2848, primarily in granting authority to representatives and ensuring proper management of legal or financial matters. Below are five key documents that reflect aspects comparable to D-2848:

Form 8821: This form allows you to authorize someone to receive and inspect your tax information. Unlike D-2848, it does not permit the representative to act on your behalf but is crucial for those needing someone to handle information retrieval.
Durable Power of Attorney: This document grants a trusted individual the authority to make decisions on your behalf, even if you become incapacitated. Similar to D-2848, it empowers a representative to handle various matters, not just limited to taxes, but it is broader in scope and effect.
IRS Form 56: Used to notify the IRS of a fiduciary relationship, it informs them of an estate, trust, or other entities’ representative. While D-2848 explicitly grants authority for tax matters, Form 56 announces who is acting in a fiduciary capacity to handle tax-related issues.
Form 2848 from State Tax Agencies: Many states have their own version of the Power of Attorney form that allows representation for state tax purposes. These forms serve a similar purpose to D-2848 but are customized to meet individual state tax laws and requirements.
Healthcare Power of Attorney: This document authorizes a trusted individual to make healthcare decisions on your behalf. Although focused on medical matters, it exemplifies the essential concept of designating authority to someone you trust, akin to what D-2848 facilitates in the realm of taxation.

Understanding these documents can enhance your ability to delegate authority effectively across different aspects of life, whether related to taxes or beyond. Each serves a unique purpose but shares the fundamental principle of empowering another person to act on your behalf.

Dos and Don'ts

When filling out the Tax POA D-2848 form, it’s important to pay attention to details. Here’s a list of what you should and shouldn’t do to ensure your form is filled out correctly.

Do read the instructions carefully before you start. Understanding the requirements can save time later.
Don’t leave any required fields blank. Incomplete forms may get rejected.
Do provide accurate information, including your name, taxpayer identification number, and address.
Don’t use a pencil. Always use blue or black ink when filling out the form.
Do sign and date the form to validate it. An unsigned form will not be processed.
Don’t forget to keep a copy of the completed form for your records.
Do submit the form to the correct address, as specified in the instructions.
Don’t rush the process. Take your time to review everything before submission.

Misconceptions

The Tax POA D-2848 form, also known as the Power of Attorney form for tax purposes, often comes with several misconceptions. Understanding the facts can help individuals navigate their tax situations more effectively.

Misconception: The form can only be used for individuals. In reality, the D-2848 can be used by businesses as well, allowing entities to designate representatives for tax matters.
Misconception: Only tax professionals can submit the form. While many people do seek help from tax professionals, any taxpayer can fill out and submit the D-2848 form on their own behalf.
Misconception: Submitting the D-2848 gives the power of attorney permanently. The authority granted is not permanent. It can be revoked or limited by the taxpayer at any time.
Misconception: The form must be submitted annually. The D-2848 does not need to be resubmitted every year unless there are changes in the representative or the specific tax matters addressed.
Misconception: This form is only for federal taxes. The D-2848 can be used for both federal and certain state tax matters, depending on the state's regulations.
Misconception: All representatives need to be certified tax professionals. While certified professionals are common, any individual can be designated as a representative, as long as they are trustworthy and authorized by the taxpayer.
Misconception: Submission of the D-2848 guarantees acceptance of the representative by the IRS. Acceptance is not guaranteed. The IRS will review the form, and in some cases, may require additional verification or reject it based on specific criteria.
Misconception: The form is not necessary if there is a joint filing. Even in joint filings, it is often beneficial to submit the D-2848 to clarify which partner is granting represented authority, especially in complex situations.
Misconception: Any changes to the D-2848 form require a new submission. Minor updates may not require a complete resubmission. However, significant changes, such as a new representative, typically do.

Understanding these misconceptions can help taxpayers make informed choices regarding their tax representations and dealings.

Key takeaways

Filling out and using the Tax POA D-2848 form can be straightforward if you understand the key points. Here are some essential takeaways:

Purpose of the Form: The D-2848 form is used to authorize someone to represent you before the IRS for tax matters.
Eligibility: You can appoint an individual or a firm; they must be eligible to practice before the IRS.
Accurate Information: Ensure all personal information is filled out accurately to avoid processing delays.
Scope of Authority: Define the specific tax matters and years for which the authorization applies; this keeps actions focused and prevents overreach.
Signature Requirement: You must sign the form yourself; your representative cannot sign on your behalf, ensuring personal control over your tax matters.
Submission: Submit the form to the IRS directly; retain a copy for your own records for reference in future interactions.

Understanding these points will help navigate the process of using the D-2848 form effectively. Properly filling out this form can make handling your tax issues much smoother.