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The Tax POA Form 20A100 is an essential document for individuals and businesses looking to authorize an attorney-in-fact or representative to act on their behalf in tax matters with the Department of Revenue. This form streamlines communication between taxpayers and tax authorities, facilitating the resolution of tax issues more efficiently. By completing the Form 20A100, taxpayers provide clear guidance about the extent of authority granted to their representative, allowing them to handle various tax-related tasks, such as filing returns, making payments, and discussing sensitive financial information. It's crucial for taxpayers to understand the specifics of this authorization, including any limitations or conditions they wish to impose. Moreover, the form requires basic personal information, such as the taxpayer’s name, address, and identification numbers, alongside the representative's details. This ensures that the Department of Revenue can easily verify the legitimacy of the authorization. Understanding these aspects can empower taxpayers to manage their tax responsibilities more effectively, while also protecting their interests by choosing qualified representatives.

Tax POA form 20a100 Example

20A100

DECLARATION OF REPRESENTATIVE

Commonwealth of Kentucky

Department of Revenue

1 TAXPAYER INFORMATION: Please type or print.

 

Enter only those that apply.

 

 

 

 

 

 

Taxpayer Name

 

 

 

Federal Taxpayer Identifcation Number

 

 

 

 

 

Mailing Address - Number and Street

 

Apartment/Suite No.

E-mail Address

 

 

 

 

 

 

City

State

Zip Code

IDaytime Phone

 

 

2

REPRESENTATIVE(S) INFORMATION

 

 

Enter applicable identifcation number.

 

 

 

 

 

 

Name

 

 

 

State and State Bar Number

 

 

 

 

 

 

I

Mailing Address - Number and Street

 

Apartment/Suite No.

State and CPA License Number

 

 

 

 

 

 

I

City

State

Zip Code

I

Daytime Phone

I

 

IRS Enrolled Agent Number

 

 

 

 

 

 

 

Name

 

 

 

State and State Bar Number

 

 

 

 

 

 

I

Mailing Address - Number and Street

 

Apartment/Suite No.

State and CPA License Number

 

 

 

 

 

 

I

City

State

Zip Code

I

Daytime Phone

I

 

IRS Enrolled Agent Number

 

 

 

 

 

 

 

Name

 

 

 

State and State Bar Number

 

 

 

 

 

 

I

Mailing Address - Number and Street

 

Apartment/Suite No.

State and CPA License Number

 

 

 

 

 

 

I

City

State

Zip Code

I

Daytime Phone

I

 

IRS Enrolled Agent Number

 

 

 

 

 

 

 

3TAX MATTERS: The taxpayer appoints the above representative(s) for purposes of duly authorized representation in any proceeding with the Kentucky Department of Revenue with respect to the tax matters indicated below. If no tax form number or tax year is provided, this form will be valid for all tax types, tax years, and authorized acts selected until revoked.

TAX TYPE

ACCOUNT NUMBER

TAX FORM NUMBER

TAX YEAR(S) OR PERIOD(S)

(740, 720, 51A205, etc.)

 

 

 

Corporation Income/Limited Liability

¨EntityTax

¨Individual IncomeTax

¨Sales and UseTax

¨PropertyTax

¨Other (Please Specify)

4AUTHORIZED ACTS: The representative(s) listed above is authorized to receive, inspect, and discuss the taxpayer’s confdential tax information.The taxpayer also authorizes the following acts:

¨Representative has the authority to sign a statute of limitations waiver onTaxpayer’s behalf.

¨Representative has the authority to execute a protest onTaxpayer’s behalf.

¨Representative has the authority to representTaxpayer in any administrative tax proceeding, including conferences.

¨Representative has the authority to receive notices and communications (unless system generated) from the Department of Revenue.

¨Representative has the authority to representTaxpayer in any collection matter, including an Offer-in-Settlement.

¨Representative may obtainTaxpayer’s CBI number and execute changes toTaxpayer’s account.

¨Other acts. (Please specify) ________________________________________________________________________________________

20A100 (10-19)

Page 1 of 3

FORM 20A100

DECLARATION OF REPRESENTATIVE

Page 2 of 3

5CONSOLIDATED OR UNITARY COMBINED RETURN FILERS: If the taxpayer fles a consolidated or unitary combined tax return per KRS 141.200(11) and/or KRS 141.201(3)(a), the authorized acts will be extended to the subsidiaries included in the return. If any subsidiaries are to be excluded from the authorized acts, list below.

NAME

FEDERAL IDENTIFICATION

NUMBER

TAX YEARS

6 RETENTION/REVOCATION OF PRIOR POWER(S) OF ATTORNEY OR REPRESENTATIVE AUTHORIZATION(S)

The fling of this authorization form automatically revokes any prior power(s) of attorney or representative authorization(s) on fle with the Department of Revenue for the same matter(s) and year(s) or period(s) covered by this document. If you do not want to revoke any prior power(s) of attorney or representative authorization(s), you must attach a copy of any power(s) of attorney or

representative authorization(s) you wish to remain in effect for the same matter(s) and year(s) or period(s) covered.

7SIGNATURE OFTAXPAYER. If a tax matter concerns a year in which a joint return was fled, each spouse must fle a separate representative authorization even if they are appointing the same representative(s). If signed by a corporate offcer, partner, guardian, tax matters partner, executor, receiver, administrator, or trustee on behalf of the taxpayer, I certify that I have the legal authority to execute this form on behalf of the taxpayer.

NOT VALID UNLESS COMPLETED, SIGNED, AND DATED BY THE TAXPAYER.

Signature

Date Signed

 

 

 

Print Name

Title (if applicable)

8 SIGNATURE OF REPRESENTATIVE(S)

Under penalties of perjury, by my signature below I declare that:

•I am not currently suspended or disbarred from practice, or ineligible for practice;

•I am subject to regulations contained in Circular 230 (31 CFR, Subtitle A, Part 10) as amended, governing practice before the Internal Revenue Service;

•I am authorized to represent the taxpayer for the matter(s) specifed; and

NOT VALID UNLESS COMPLETED, SIGNED, AND DATED BY THE REPRESENTATIVE(S).

Signature

Date Signed

 

 

 

Printed Name

PTIN (if applicable)

 

 

 

Signature

Date Signed

 

 

 

Printed Name

PTIN (if applicable)

 

 

 

Signature

Date Signed

Printed Name

PTIN (if applicable)

FORM 20A100

Instructions for Form 20A100

Page 3 of 3

Purpose of Form 20A100

Use the Declaration of Representative (Form 20A100) to authorize the individual(s) to represent you before the Kentucky Department of Revenue. You may grant the individual(s) authorization to act on your behalf with regard to any tax administered by the Kentucky Department of Revenue. Form 20A100 is provided for the taxpayer’s convenience. One form may be submitted to designate all tax types the Department is authorized to communicate with the authorized representative(s). You may revoke this form at any time.

1Taxpayer Information—enter the following:

Name and Address—Print or type the name of the taxpayer submitting this form. For the address, include the suite, room, or other unit number after the street address. If the U.S. Postal Service does not deliver to the street address and the taxpayer has a P.O. box, include the box number instead of the street address.

Daytime Phone—Enter the taxpayer’s telephone number.

Federal Taxpayer Identifcation Number—Enter the federal identifcation number. For individuals, this will be your social security number. For business entities, this will be your federal employer identifcation number (FEIN).

E-mail Address—Enter the taxpayer’s e-mail address.

2Representative Information

Enter up to three individuals authorized to represent you and act on your behalf before the Department about the tax matters and authorized acts specifed on this form. Provide the name, address, and telephone number of the authorized representative(s). If the authorized representative is an attorney, certifed public accountant (CPA), or enrolled agent, provide the appropriate identifcation number.

3Tax Matters

Select the tax types the authorized representative(s) may act on your behalf with the Department. Provide the account number for all tax types selected. If authorization is being granted for specifc forms and tax periods, list the tax forms and tax periods. If tax forms and tax periods are left blank, this form will be valid for all tax types, tax periods, and authorized acts selected until revoked.

4Authorized Acts

This form allows the authorized representative(s) to communicate and receive confdential tax information. You may also select other acts the authorized representative(s) may perform on your behalf. If an act is not listed, select “Other” and specify.

Note: This form does not allow the authorized representative to sign tax returns or settlement agreements on your behalf.

5Consolidated or Unitary Combined Return Filers

If a consolidated or unitary combined tax return has been fled, list any subsidiary(ies) to be excluded from this authorization. The Department will not discuss or provide confdential tax information to the authorized representative(s) for any subsidiary listed. If no subsidiaries are listed, this form will extend to all corporations in a consolidated or unitary combined tax return.

6Retention/Revocation

Filing this form will automatically revoke any prior power of attorney or authorization letter submitted to the Department for the tax matters included on this form. If you do not want to revoke a prior power of attorney or authorization letter, a copy MUST be attached to this form to remain in effect.

7Signature of Taxpayer

This form must be signed and dated by the taxpayer to be valid. If the taxpayer is a business entity, it must be signed by an individual with the authority to delegate a representative on behalf of the taxpayer. If not signed and dated, the Department will not communicate with or provide confdential tax information to the authorized representative(s) included on this form.

8Signature of the Authorized Representative(s)

This form must be signed and dated by the authorized representative(s) to be valid. If not signed and dated, the Department will not communicate with or provide confdential tax information to the authorized representative(s) included on this form.

Mail this form to the following address:

Kentucky Department of Revenue

P. O. Box 181, Station 56

Frankfort, Kentucky 40602-0181

Click for Tax POA form 20a100 File

File Breakdown

Fact Name Description
Purpose The Tax POA Form 20A100 is used for granting power of attorney to a representative for tax-related matters.
Governing Laws This form operates under the state tax laws, particularly referencing the Illinois Compiled Statutes (ILCS) regarding tax representation.
Eligibility Any individual or business entity can appoint a representative using this form, if they are authorized to act on their behalf for tax purposes.
Filing Method The completed form can be submitted electronically or via paper to the relevant state tax authority.
Effective Date The power of attorney becomes effective upon submission, unless a different date is specified by the taxpayer.
Revocation The authority granted can be revoked at any time by the entity that issued it, through a separate revocation document.

Guide to Using Tax POA form 20a100

Filling out the Tax POA form 20a100 is an important step if you wish to designate someone to represent you in matters related to your taxes. After submitting the form, your designated representative will be able to work on your behalf with the tax authorities, allowing for smoother communication and management of your tax issues.

  1. Begin by downloading the Tax POA form 20a100 from the official tax authority website or obtain a physical copy.
  2. Locate the section for personal information. Fill in your full name, address, and Social Security number (or other tax ID number).
  3. Provide the same details for your representative in the designated area. Include their name, address, and necessary identification information.
  4. Indicate the specific tax matters for which you are granting power of attorney. Specify the years involved if applicable.
  5. Read through the authorization statement carefully. Ensure you understand the rights you are granting to your representative.
  6. Sign and date the form at the bottom. Ensure the signature matches the name at the top of the form.
  7. Review the entire form for any missing information or errors to ensure it's complete.
  8. Submit the form according to the instructions provided with it. This can usually be done via mail or online, depending on your circumstances.

Get Answers on Tax POA form 20a100

What is the Tax POA form 20A100?

The Tax POA form 20A100 is a Power of Attorney form specifically designed for tax matters. This form allows individuals to authorize another person to act on their behalf regarding tax-related issues. The representative could be a tax professional, attorney, or any individual the taxpayer trusts. This form is essential for facilitating communication and decision-making with tax authorities.

Who can I designate as my representative?

You can designate anyone as your representative as long as they are not under any legal limitations that would keep them from acting in your interests. Common choices include:

  • Certified Public Accountants (CPAs)
  • Tax attorneys
  • Enrolled agents
  • Family members or trusted friends

It is important to choose someone who is knowledgeable about tax matters and can effectively handle your specific needs.

How do I complete the form?

Completing the 20A100 form is straightforward. Follow these steps:

  1. Provide your personal information including your name, address, and Social Security number.
  2. Enter the information of your appointed representative, ensuring you include their contact details.
  3. Clearly outline the specifics of the authority you are granting. This may include discussing a particular tax year or a range of tax matters.
  4. Sign and date the form to validate it.

After completing the form, submit it to the appropriate tax authority. Ensure that your representative receives a copy for their records.

How long does it take for the POA to become effective?

The effectiveness of the Tax POA form 20A100 is typically immediate upon submission, unless otherwise specified. However, processing times may vary depending on the tax authority. It is advisable to confirm with the relevant agency that they have accepted your form. Avoid any delays in communication by submitting the form well in advance of any critical tax deadlines.

Common mistakes

Many individuals encounter difficulties when completing the Tax Power of Attorney (POA) form 20A100. Understanding common mistakes can help ensure smoother processing and avoid potential delays. Here are five prevalent errors.

First, one mistake often made is neglecting to provide accurate taxpayer information. This includes the taxpayer's name, Social Security number (SSN), and address. Any discrepancy in these details can lead to confusion and slow down the IRS's processing of the form.

Next, individuals sometimes skip the section for the representative's information. It's essential to fill out this part completely, including the representative's name and ID number, usually an SSN or Employer Identification Number (EIN). Failing to do so may result in the IRS not recognizing the representative’s authority.

Another common error involves not specifying the type of tax and tax years for which the POA is granted. Without clear indications of the applicable taxes—such as income tax or estate tax—and the corresponding years, the IRS may reject the form. Clarity in this area is vital.

People also tend to overlook the signature requirement at the end of the form. This simple but crucial step is often forgotten, rendering the form invalid. Both the taxpayer and the representative must sign to authenticate the authority given.

Lastly, submitting the form without ensuring that it’s current can lead to problems. IRS forms and procedures can change, and using outdated versions may cause delays or rejections. Always verify that the most current version is being used when filing.

Documents used along the form

The Tax Power of Attorney (POA) form 20A100 allows individuals to appoint someone to handle their tax-related matters. When using this form, several other documents may also be required to ensure everything runs smoothly. Here are some common forms and documents often used alongside the Tax POA form.

  • Form 2848: This is another Power of Attorney form used for tax matters. It gives an authorized person the right to represent a taxpayer before the IRS for specific tax periods or types of tax.
  • Form 8821: This document allows a designated person to receive and inspect a taxpayer's confidential tax information. Unlike the POA, it does not authorize the representative to act on behalf of the taxpayer.
  • Tax Return: A filed tax return is essential for reference. It provides detailed financial information and confirms the taxpayer's income, deductions, and credits for a given year.
  • State-Specific Forms: Depending on the state, different forms may be required for tax matters. These forms can vary widely, so checking with the state’s tax authority is important.

Using these documents in conjunction with the Tax POA form 20A100 enables a smoother process for managing tax obligations. Always ensure that each form is filled out correctly to avoid complications.

Similar forms

The Tax Power of Attorney (POA) form 20A100 allows individuals to designate someone to act on their behalf in matters related to their taxes. It shares similarities with several other legal documents that empower individuals to delegate authority. Below is a list of these documents, each highlighting how they are akin to the Tax POA form.

  • General Power of Attorney: Like the Tax POA, this document allows a person to grant broad powers to another individual, enabling them to make various decisions, including financial and legal matters.
  • Health Care Power of Attorney: This form gives someone the authority to make medical decisions on behalf of another person. Similar to the Tax POA, it is a means of designating a trusted individual to handle important affairs when someone is unable to do so.
  • Durable Power of Attorney: Unlike a standard Power of Attorney, this document remains in effect even if the principal becomes incapacitated. It is similar to the Tax POA in that both allow for continued representation in specific areas of responsibility.
  • Financial Power of Attorney: This specific category focuses on financial matters, allowing an individual to manage another’s financial assets, much like the Tax POA permits representation in tax-related issues.
  • Limited Power of Attorney: This document restricts the authority granted to specific acts or time periods. Like the Tax POA, it is used when a person needs to delegate authority but within defined parameters.
  • Will: Although primarily a document regarding the distribution of assets after death, a will can appoint an executor, similarly granting authority to manage affairs. Both documents facilitate a transfer of responsibility.
  • Trust Agreement: A trust allows an individual to designate a trustee who will manage assets on behalf of a beneficiary. Like the Tax POA, it establishes a fiduciary relationship where one party acts in the interests of another.
  • Revocation of Power of Attorney: While this document does not grant authority, it is similar in function to the Tax POA as it terminates the powers that were previously granted, ensuring control over who represents an individual.

Each of these documents serves to facilitate the management and delegation of important responsibilities, ensuring that individuals can appoint trusted representatives to act in their best interests across various domains.

Dos and Don'ts

When you're filling out the Tax POA form 20a100, there are certain things that can help make the process smoother. Here’s a clear list of dos and don’ts to keep in mind:

  • Do: Read the instructions carefully before you start. Understanding the requirements can save you time.
  • Do: Use clear, legible handwriting if filling it out by hand, or type the information if possible.
  • Do: Double-check the names and addresses. Accuracy is crucial for processing.
  • Do: Sign and date the form where required. An unsigned form may be rejected.
  • Do: Keep a copy of the completed form for your records.
  • Don’t: Rush through the form. Take your time to ensure all information is accurate.
  • Don’t: Leave any fields blank unless instructed. Missing information can delay processing.
  • Don’t: Use white-out to correct mistakes. Instead, cross out errors and write the correct information next to it.
  • Don’t: Forget to notify the taxpayer if you’re submitting the form on their behalf. Communication is key.

Misconceptions

Understanding the Tax Power of Attorney (POA) Form 20A100 is essential for ensuring proper representation when dealing with tax matters. However, several misconceptions surround this important document. Here are nine common misunderstandings:

  1. It's only for businesses.

    Many people believe that the Tax POA form is solely for corporate use. However, individuals can also use this form to authorize someone to act on their behalf regarding tax-related issues.

  2. Filing the form guarantees automatic approval.

    Submitting the POA form does not mean the IRS will automatically accept all requests made by the designated representative. Each request is evaluated on a case-by-case basis.

  3. You must use a lawyer as your representative.

    This form allows individuals to designate various representatives, not just attorneys. Friends, family members, or tax professionals can be named, providing flexibility.

  4. Each year requires a new form submission.

    Many believe they must fill out a new POA form every tax year. In fact, the form remains valid until the taxpayer revokes it or the representative no longer qualifies.

  5. It can be used for any tax issue.

    While the form is versatile, it is important to note that it has specific limitations. It doesn't cover issues unrelated to taxation or matters outside the jurisdiction of the IRS.

  6. The form requires notarization.

    Some individuals think that the Tax POA form must be notarized to be valid. Notarization is not necessary, though having it notarized can add an extra layer of verification.

  7. Revoking the POA is complicated.

    Contrary to popular belief, revoking the Power of Attorney is straightforward. By submitting a written statement to the IRS, you can successfully terminate the authorization.

  8. You can only appoint one representative.

    Another misunderstanding is the belief that only one person can be designated. Multiple representatives can be appointed to assist with tax matters, provided you specify them on the form.

  9. This form is only for federal tax purposes.

    While the 20A100 form is commonly associated with federal tax representation, it can also be used for state tax matters. It’s essential to check the specific requirements of your state to ensure compliance.

Addressing these misconceptions can help taxpayers navigate the complexities of tax representation more effectively and confidently.

Key takeaways

When navigating the Tax POA form 20a100, there are several crucial aspects to keep in mind. Understanding these points can make the process more straightforward and help ensure you’re fully prepared.

  1. Purpose of the Form: The Tax POA form 20a100 is used to grant power of attorney for tax matters. This allows someone else to handle your tax issues on your behalf.
  2. Who Can Be Authorized: You can appoint an individual or a business entity to act on your behalf. Ensure the person you choose is trustworthy and knowledgeable about tax matters.
  3. Information Required: You will need to provide your personal information, including your name, address, and Social Security number, as well as the same for your representative.
  4. Scope of Authority: Define clearly what the representative can do. You can limit their authority to specific issues, such as filing returns or responding to inquiries.
  5. Signing the Form: Your signature is essential for the form to be valid. Without it, your appointed representative cannot act on your behalf.
  6. Filing the Form: Once completed, submit the form to the appropriate tax authority to ensure that your representative can begin acting on your behalf.
  7. Revocation: If you choose to terminate the power of attorney, you can do this at any time. You will need to submit a revocation form to the appropriate authorities.
  8. Duration: The power granted does not last indefinitely. Understanding the terms can prevent any future issues or misunderstandings about the authority you have granted.
  9. Keep Copies: Always retain copies of the form for your records. This will help you keep track of your authorization and any communications related to it.

By carefully following these guidelines, you can manage your tax-related matters more efficiently through the proper use of the Tax POA form 20a100.