Fill in a Valid Tax POA form 2827 Template

The Tax Power of Attorney (POA) Form 2827 is an official document that allows taxpayers to appoint someone to represent them in matters related to their federal taxes. This form streamlines the communication process with the Internal Revenue Service (IRS), ensuring that your chosen representative can access necessary information and respond on your behalf. Understanding the purpose and proper use of Form 2827 is essential for effective tax management and representation.

If you are ready to grant someone the authority to act for you regarding tax matters, consider filling out the form by clicking the button below.

Fill in a Valid Tax POA form 2827 Template

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The IRS Tax Power of Attorney (POA) Form 2827 is an essential document that allows individuals to designate someone to represent them in tax matters. This form simplifies the process for taxpayers, creating a formal relationship between the taxpayer and their chosen representative. By completing Form 2827, you grant authority for your representative to handle a range of interactions with the IRS, such as discussing your tax return, negotiating settlements, or obtaining tax information on your behalf. This is particularly beneficial when dealing with complex tax situations or disputes. The form requires specific information, including your details, your representative's contact information, and the scope of the authority granted, ensuring clarity and understanding in the representation agreement. Understanding how to fill out and submit this form correctly can greatly alleviate the burdens of tax compliance and provide peace of mind in managing your tax affairs.

Tax POA form 2827 Example

Form		R:V:NUS							(MM/DD/YY)	[IJ[IJ[IJ
			DEPARTMENT OF						Department Use Only
2827
		Power of Attorney

Taxpayer Missouri	I	I	I	I I I	I	I	I	Taxpayer Federal		I I I I I I I
Tax I.D. Number								Employer I.D. Number I I I
Taxpayer Social		I	I	IITJ I	I	I	I	I	14504010001
Security Number I										14504010001

All appointed representatives must sign on reverse side of this form.

Taxpayer’s Name or Business Name

Spouse’s Name or if a dba, state the business name				Spouse’s Social Security Number
			I	\| \| \| \| \| \|	\|	\|	\|
Street Address			Missouri Charter Number
			I \|	\| \| \| \| \| \|	\|	\|	\|
City	State	Zip Code		Telephone Number
	I	I	I(__ __ __) __ __ __ - __ __ __ __
E-mail Address

Representative(s)

Year(s) and Removal of Power Period(s) Tax Type(s)

Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___

rCigarette or Other Tobacco Products r Corporation Income and Corporation Franchise r Personal Income

r Motor Fuel

r Sales or Use

r Withholding

rOther _____________________________________________________________________________________________________________________

Only select one of the following:
r All Tax Periods	r Tax Year or Period(s) Only ___________________________________________
r Range of Tax	r Date of Death (if estate tax) ___ ___ / ___ ___ / ___ ___ ___ ___

Tax Period Beginning ___ ___ / ___ ___ / ___ ___ ___ ___ to Tax Period Ending ___ ___ / ___ ___ / ___ ___ ___ ___

rAll other powers of attorney on file with the Department shall remain in effect, or

rBy execution of this power of attorney, all earlier powers of attorney on file with the Department are hereby revoked, except the following: (specify to whom the power of attorney was granted, date and address, or refer to attached copies of earlier powers of attorney and authorizations.) Attach additional forms if needed.

Title (if applicable)

Signature

Under penalties of perjury, I (we) hereby certify that I (we) am (are) the taxpayer(s) named herein or that I have the authority to execute this power of attorney on behalf of the taxpayer(s).

Name

Signature	Date (MM/DD/YYYY)	Taxpayer Telephone Number
	__ __ / __ __ / __ __ __ __	I(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name	Title (if applicable)

Signature	Date (MM/DD/YYYY)	Taxpayer Telephone Number
	__ __ / __ __ / __ __ __ __	I(___ ___ ___)___ ___ ___-___ ___ ___ ___

Declaration of Representative(s)

Please consult Missouri Regulation 12 CSR 10-41.030 for any questions about who may serve as an attorney(s)-in-fact and what additional documentation may be required.

I declare that I am aware of Regulation 12 CSR 10-41.030 and that I am authorized to represent the taxpayers identified above for the tax matters there specified and that I am one of the following:

1.	a member in good standing of the bar;	5.	a fiduciary for the taxpayer;
2.	a certified public accountant duly qualified to practice;	6.	an enrolled agent;
3.	an officer of the taxpayer organization;	7.	tax preparer, or
4.	a full-time employee of the taxpayer;	8.	other authorized representative or agent

Note: All appointed representatives must sign below. No digital signatures allowed.

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___
Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___
Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___

Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___

Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Mail to:			Form 2827 (Revised 04-2018)
Mail to:
(Business Tax)	(Personal Tax)	(Motor Fuel Tax)	(Cigarette or Other Tobacco Products Tax)
Taxation Division	Taxation Division	Taxation Division	Taxation Division
P.O. Box 357	P.O. Box 2200	P.O. Box 300	P.O. Box 811
Jefferson City, MO 65105-0357	Jefferson City, MO 65105-2200	Jefferson City, MO 65105-0300	Jefferson City, MO 65105-0811
Phone: (573) 751-5860	Phone: (573) 751-3505	Phone: (573) 751-2611	Phone: (573) 751-7163
Fax: (573) 522-1722	Fax: (573) 751-2195	Fax: (573) 522-1720	Fax: (573) 522-1720
E-mail: [email protected]	E-mail: [email protected]	E-mail: [email protected]	E-mail: [email protected]

If this is being submitted in response to an audit, please fax to (573) 522-6922.

Visit http://dor.mo.gov/ for additional information.

*14504020001*

14504020001

Click for Tax POA form 2827 File

File Breakdown

Fact Name	Fact Description
Purpose	The Tax Power of Attorney (POA) Form 2827 allows individuals to appoint a representative to act on their behalf in matters related to taxes.
Eligibility	Any individual who wishes to grant authority for tax-related matters can use Form 2827.
Signature Requirement	To be valid, the form must be signed by the taxpayer granting the power of attorney.
Governing Law	In the United States, this form is governed by federal tax law, specifically under the Internal Revenue Code.
Designated Representative	The individual appointed can be a tax professional, attorney, or any trusted friend or family member.
Scope of Authority	The form allows the representative to perform various tasks, such as receiving tax documents and communicating with the IRS.
Submission Method	Form 2827 can be submitted via mail or fax to the appropriate IRS office depending on the taxpayer's location.
Duration of Authority	The power granted remains in effect until revoked by the taxpayer or the represented individual no longer meets the qualifications.
Revocation Process	Taxpayers can revoke the power of attorney by submitting a written notice to the IRS.
State-Specific Requirements	Some states might have additional forms or requirements for tax powers of attorney; researching state laws is essential.

Guide to Using Tax POA form 2827

Once you have the Tax POA form 2827 ready, you will need to fill it out accurately before submission to the appropriate IRS office. This process will ensure that the appointed representative has the authority to act on your behalf regarding tax matters.

Obtain the Tax POA form 2827 from the IRS website or your local IRS office.
Enter your name, address, and Social Security number in the designated sections.
Provide your representative’s name, address, and phone number in the section for the appointed representative.
Select the specific tax matters for which you are granting power of attorney by checking the appropriate boxes or writing in the details.
Sign and date the form at the bottom. This is essential for validation.
If applicable, include a second signature for joint filers.
Make a copy of the completed form for your records.
Submit the original form to the IRS office designated for your area, either by mail or fax as specified on the form.

Once submitted, the IRS will process your form, allowing your representative to act for you in matters specified. Ensure you keep track of any communications regarding your tax matters moving forward.

Get Answers on Tax POA form 2827

What is the Tax POA Form 2827?

The Tax POA Form 2827, also known as the Power of Attorney form, allows taxpayers to authorize another individual, including tax professionals, to act on their behalf before the IRS. This form grants the designated representative the authority to receive and handle tax-related communications and issues, streamlining interactions with the IRS for taxpayers.

Who can use Form 2827?

Any taxpayer, whether an individual or a business entity, can use the Tax POA Form 2827. This includes:

Individuals who need representation for their personal taxes.
Businesses seeking assistance with corporate tax matters.
Personal representatives acting on behalf of deceased taxpayers.

It is important that the person designated as the representative has a valid relationship with the taxpayer and is capable of handling the specific tax issues at hand.

How do I complete and submit Form 2827?

To complete the Tax POA Form 2827, follow these steps:

Download the form from the IRS website or obtain it through a tax professional.
Fill in your personal information, including your name, address, and taxpayer identification number (TIN).
Provide the details of the person you are authorizing, including their name, address, and qualifying credentials.
Specify the tax matters and tax years for which the authority is granted.
Sign and date the form to validate it.

After completing the form, mail it to the appropriate IRS office address as indicated in the form’s instructions. You may also consult your tax professional for assistance in submission.

Is there a specific time frame for the authorization to remain in effect?

Yes, the authorization granted through the Tax POA Form 2827 generally remains in effect until the taxpayer revokes it in writing, the IRS terminates it, or the designated representative becomes deceased. It is advisable to periodically review the authorization to ensure it fits current needs.

What if I need to revoke the authorization granted by Form 2827?

If you need to revoke the authorization, submit a written statement to the IRS that clearly indicates your intention. This statement should include:

Your name, address, and TIN.
The name of the individual you are revoking.
A declaration that all prior authorizations involving the specific representative are revoked.
Your signature and date.

Mail this revocation statement to the same IRS office where you submitted the original Form 2827. Doing so will notify the IRS that the representative no longer has authority to act on your behalf.

Common mistakes

Filling out the Tax Power of Attorney (POA) form 2848 can feel overwhelming, but avoiding common mistakes can make the process much smoother. One of the most frequent errors people make is not providing all the necessary information. When you leave out critical details, such as the taxpayer’s Social Security Number or Taxpayer Identification Number, it can cause delays. Always double-check to ensure that all required fields are filled correctly and thoroughly.

Another common mistake involves improperly designating the representative. It’s important to ensure that the person you are granting power of attorney to is qualified and listed correctly. Some individuals try to name multiple representatives without clearly indicating who is the primary contact. Keeping it clear and concise is crucial to avoid confusion.

Many people also overlook the importance of signing the form. A missing signature can lead to rejection by the IRS. Make sure that the person granting the power of attorney—and not just the representative—signs the form. Remember, both parties must sign for the document to be valid.

Inadequate explanations regarding the powers granted can result in misunderstandings. The form includes sections where you can specify what authority you are granting. Be precise. If you leave it too vague, the representative may not be able to act on your behalf in the way you intended. Clarity is essential.

Not keeping a copy of the completed form is another typical oversight. After filing, it’s wise to retain a copy for your own records. This can be a useful reference in case of any future disputes or questions regarding the powers you’ve designated. Simple oversight can create unnecessary complications down the road.

Many individuals also underestimate the timelines involved in processing the form. Submitting it close to a deadline can lead to stress and potentially missed opportunities for tax relief or negotiation. Plan ahead and file the form well in advance to avoid last-minute issues.

Another mistake people often make is neglecting to inform the representative about the extent of their authority. Ensure that the person you designate understands their responsibilities and the limits of their power. This way, there’s no room for misunderstandings about what actions they can take on your behalf.

Finally, consider the communication with the IRS. Failing to inform the IRS about changes or the revocation of a POA can create confusion. If a situation arises where you need to terminate the power of attorney, be sure to communicate this effectively to avoid any complications. Always follow up to ensure that the IRS has processed the revocation if necessary.

Documents used along the form

The Tax Power of Attorney (POA) Form 2848 is essential for taxpayers who wish to appoint an individual to act on their behalf before the Internal Revenue Service (IRS). This form is commonly used alongside several other documents that facilitate tax-related processes. Below is a list of frequently associated forms and documents that assist taxpayers in managing their legal and financial affairs.

Form 4852: This form acts as a substitute for Form W-2 or Form 1099-R, useful when the taxpayer has not received a wage or pension statement needed to report income accurately.
Form 4506: Taxpayers use this form to request a copy of their tax return or transcripts from the IRS, which may be necessary for verification purposes.
Form 1040: The standard individual income tax return form required for filing federal taxes. It summarizes income, deductions, and tax owed or refund due.
Form 8862: This form is used by taxpayers who previously claimed the Earned Income Tax Credit (EITC) but had it denied. It serves to reestablish eligibility for future claims.
Form 8821: This document allows taxpayers to authorize an individual to receive and inspect their tax information without granting the ability to represent them before the IRS.
Form 1023: Used to apply for recognition as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code, aiding nonprofit entities in establishing official tax-exempt status.

Understanding these forms and their purposes can help taxpayers navigate the complexities of tax management. Utilizing the correct forms efficiently can streamline processes and reduce potential misunderstandings with tax authorities.

Similar forms

Form 2848 - Power of Attorney and Declaration of Representative: This form also allows a taxpayer to designate an individual to represent them before the IRS. Similar to Form 2827, it enables the representative to act on behalf of the taxpayer in matters related to their taxes.
Form 4506 - Request for Copy of Tax Return: While primarily for obtaining copies of tax returns, this form can be submitted by individuals authorized to act on behalf of the taxpayer. It serves a different purpose but involves the same needs for representation and access to tax documents.
Form W-9 - Request for Taxpayer Identification Number and Certification: This form requires taxpayers to provide their Taxpayer Identification Number (TIN). It helps establish a relationship with the requester. When a representative acts on behalf of a taxpayer, they may also need to submit a W-9.
Form 8821 - Tax Information Authorization: This form allows individuals to receive confidential tax information on behalf of the taxpayer without being able to represent them. Like Form 2827, it facilitates communication between the taxpayer and the IRS but limits the powers granted.
Form 1040 - U.S. Individual Income Tax Return: This form is required from individuals reporting income to the IRS. While it serves a different function, having a designated representative helps ensure that the information is accurately reported and addressed.
Form 706 - United States Estate (and Generation-Skipping Transfer) Tax Return: This form deals with tax responsibilities for decedents. It allows a fiduciary to file returns on behalf of the deceased, similar to how Form 2827 allows representatives to manage tax issues for living taxpayers.

Dos and Don'ts

When filling out the Tax POA Form 2827, it’s important to keep a few key do's and don'ts in mind. Here’s a straightforward list to help you navigate the process effectively:

Do ensure that all information is accurate and up to date.
Do sign and date the form in the appropriate sections.
Do double-check the form for completeness before submitting it.
Don't rush through the form; take your time to avoid errors.
Don't forget to provide identification numbers where required.
Don't submit the form without keeping a copy for your records.

By following these guidelines, you can help ensure a smoother process when handling your Tax POA Form 2827.

Misconceptions

It is common for individuals to hold misconceptions about the IRS Form 2848, Power of Attorney and Declaration of Representative, often referred to as the Tax POA form. This form allows taxpayers to appoint someone to represent them before the IRS. Below is a list of nine prevalent misconceptions regarding this form.

Misconception 1: The form can only be used for tax-related issues.

This is incorrect. While the form is primarily used for tax matters, it can also be applied in other areas where representation is required before the IRS.

Misconception 2: You can only appoint one representative at a time.

This is not true. A taxpayer can appoint multiple representatives by filing separate forms or including multiple representatives on the same form.

Misconception 3: The representative must be a lawyer.

This is a misconception. While attorneys are eligible, taxpayers can also appoint certified public accountants, enrolled agents, or other qualified individuals to represent them.

Misconception 4: Submitting the form is complicated.

The Tax POA form is straightforward. It requires basic information, such as the taxpayer's details and signatures. Most individuals can complete it without difficulty.

Misconception 5: The form must be filed annually.

This is a misunderstanding. The form remains in effect until it is revoked, a new form is submitted, or the individual’s authority is discontinued.

Misconception 6: Filing the form gives the representative full access to all information.

In reality, the authority granted by the form is limited to specific matters outlined by the taxpayer. The representative's access is not unlimited.

Misconception 7: Once the form is filed, the taxpayer has no control.

This is misleading. The taxpayer retains the right to revoke the representation at any time by submitting a revocation form to the IRS.

Misconception 8: There is a fee to submit the form.

This is not the case. There is no fee associated with filing the Tax POA form with the IRS.

Misconception 9: The form can only be submitted by mail.

In fact, the form can also be submitted electronically through some IRS e-file services, making it more accessible for taxpayers.

Clarifying these misconceptions can alleviate concerns and help individuals better understand the process of appointing a representative for tax matters.

Key takeaways

Here are some essential points to consider when filling out and using the Tax Power of Attorney (POA) Form 2827:

Identify the correct taxpayer information: Include the full name, address, and taxpayer identification number (TIN) of the taxpayer accurately to avoid delays.
Specify the representative: Clearly indicate the name and contact details of the individual or entity being authorized to represent you before the IRS.
Choose the powers granted: Indicate the specific tax matters and years involved for which the representative can act on your behalf.
Sign the form: Ensure that the taxpayer and their spouse, if applicable, sign and date the form; otherwise, it may not be valid.
Submit to the IRS: Send the completed form to the appropriate IRS address, ensuring that it reaches them by mail or electronically as required.
Keep copies: Retain a copy of the signed form for your records as a reference for future correspondence with the IRS.
Revocation of the POA: Remember you can revoke the POA at any time by submitting a written notice to the IRS and the representative.