Fill in a Valid Tax POA form 33 Template

The Tax POA form 33, also known as the Power of Attorney for tax matters, enables a designated person to handle your tax affairs with the IRS on your behalf. By appointing someone through this form, you can ensure that they have the authority to receive confidential tax information and represent you in dealings with the IRS. Ready to get started? Fill out the form by clicking the button below.

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When navigating the complexities of tax responsibilities, the Tax Power of Attorney (POA) Form 33 emerges as an essential tool for individuals and businesses alike. This form allows taxpayers to authorize a designated representative to act on their behalf, ensuring that critical tax matters are managed effectively. By completing the form, taxpayers grant their chosen representatives the power to handle a variety of tax-related issues, from filing returns to conducting discussions with the IRS or state tax agencies. Importantly, this form emphasizes transparency, requiring taxpayers to provide specific details about the extent of the authority granted and the duration of that authority. Moreover, it safeguards taxpayer rights, as representatives must adhere to the regulations and guidelines set forth by the IRS. For those seeking guidance, the form also outlines clear instructions on how to complete and submit it, making the process accessible and straightforward. Ultimately, understanding the nuances and applications of Form 33 is crucial for anyone looking to streamline their tax interactions while ensuring compliance with federal and state regulations.

Tax POA form 33 Example

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Power of Attorney

FORM

Good Life. Great Service.

DEPARTMENT OF REVENUE

Taxpayer’s Name and Address

Name of Taxpayer

Business Name

Address (Street or Other Mailing Address)

Business Address (Street or Other Mailing Address)

~a.

City

State

Zip Code

City

State

Zip Code

..Q)

1/1

ii:

Nebraska ID or Social Security Number

Federal ID or Social Security Number

Attorney-in-fact’s Name and Address

(If more than two, see Designation of Attorney-in-fact in the instructions.)

Name			Name

Title or Firm Name			Title or Firm Name

Address (Street or Other Mailing Address)			Address (Street or Other Mailing Address)

City	State	Zip Code	City	State	Zip Code

Email Address (See Email in the instructions)		Phone Number	Email Address (See Email in the instructions)		Phone Number
		I			I

The taxpayer appoints the above attorneys-in-fact for purposes of duly authorized representation in any proceedings with the Nebraska Department of Revenue (DOR) with respect to those tax categories, tax matters, and tax periods indicated below:

Tax Category

Tax Matter of Representation

Tax Period

The attorneys-in-fact designated on this form have the authority to receive confidential information on behalf of the taxpayer and the power to perform the following acts with respect to the designated tax matters. Strike through any items which will not be granted.

•Fully represent the taxpayer in any hearing, determination, or appeal.

•Enter into any compromise with DOR.

•Execute waivers, including offers of waivers, of restrictions on assessment or collection of tax deficiencies.

•Execute waivers of notice of disallowance of a claim for credit or refund.

•Execute consents extending the statutory period for issuing a notice of deficiency determination.

•Receive, but not endorse or collect, checks in payment of any refund of taxes, penalties, or interest.

•Receive all notices and other written communications with respect to the taxpayer. If more than one attorney-in-fact is named, enter name of the attorney-in-fact to receive these notices.

•Perform other acts, specifically:

		Revocation of Prior Powers of Attorney
A. □	I choose to revoke all prior powers of attorney on file with DOR with respect to the same tax matters, and tax periods listed above,
	except the following:

B. □	I choose to revoke all powers of attorney on file with DOR.
	If signed by a corporate officer, partner, member, LLC manager, or fiduciary on behalf of the taxpayer, I hereby certify that I have the authority to execute
sign	this Power of Attorney on behalf of the taxpayer.
sign
here
here	Signature			Date

	Print Name		Email Address	Title, If Applicable
	Print Name		Email Address	Title, If Applicable

	Signature			Date


	Print Name		Email Address	Title, If Applicable
	Print Name		Email Address	Title, If Applicable

You may fax this form to 402-471-5927.

Mail this form to: Nebraska Department of Revenue, PO Box 94818, Lincoln, NE 68509-4818.

7-139-1978 Rev. 12-2019

Supersedes 7-139-1978 Rev. 4-2018

Instructions

Who Must File. Any taxpayer who wishes to secure representation by another party in matters before the Nebraska Department of Revenue (DOR) with regard to any tax imposed by the tax laws of the State of Nebraska, must fle a Power of Attorney (POA), Form 33, or other appropriate POA. A POA authorizes that party to receive confdential tax information regarding the taxpayer. The Form 33 is provided for the taxpayer’s convenience in designating a POA, but it is not the sole form which may be used. DOR will honor all other properly completed and signed POA authorizations.

When and Where to File. The completed Form 33 may be fled any time. This form, or another properly completed and signed POA, must be fled with DOR before any person designated can represent the taxpayer in matters involving disclosure of confdential tax information.

This form, or other appropriate POA, may be faxed or mailed to DOR:

•Fax to 402-471-5927; or

•Mail to the Nebraska Department of Revenue, PO Box 94818, Lincoln, NE 68509-4818.

Taxpayer’s Name and Address. If the taxpayer is an individual, a Social Security number must be listed. If a married, fling jointly return was fled, enter both spouses’ Social Security numbers in the spaces provided.

If the taxpayer is a corporation, partnership, or association, enter the name, state and federal ID numbers (if applicable), and the business address. If the Form 33 will be used in a tax matter in the case of a partnership for which the names, addresses, and Social Security numbers or ID numbers have not already been furnished to DOR, these items should be listed on an attached sheet.

If the taxpayer is an estate or trust, enter the name, title, and address of the fduciary, as well as the name and ID number or Social Security number of the taxpayer. If this space is used to list other information, clearly label the change.

Designation of Attorney-in-fact. An attorney-in-fact is any person who is acting on behalf of another. Enter the appropriate information pertaining to each person to whom representative authority and power is being delegated. Space is provided for listing two appointees. If additional space is required, attach a separate sheet clearly showing the names, addresses, zip codes, and phone numbers of the additional appointees. The mailing address, email address, and phone number listed on this form are permissible means of communicating with the taxpayer.

Email. By entering an email address, the taxpayer acknowledges that DOR may contact the taxpayer by email. The taxpayer accepts any risk to confdentiality associated with this method of communication. DOR will send all confdential information by secure email or the State of Nebraska’s fle share system. If you do not wish to be contacted by email, write “Opt Out” on the line labeled “email address.”

Tax Category, Tax Matter, and Tax Period. Form 33 is designed to clearly express the scope of the authority granted by the taxpayer to any attorneys-in-fact. In the space provided, designate all tax categories, tax matters, and tax periods for which this Form 33 is being fled. The authorization granted must be clearly identifed.

“Tax Category” requires a list of the type of tax, such as “income” or “sales and use.” “Tax Matter of Representation” requires a brief summary of the subjects for which the attorney- in-fact will represent the taxpayer. These may include, but are not limited to: tax assessment resulting from an audit; abatement of penalty; claim for refund; or formal hearing. “Tax Period” requires a designation of a specifc year or time period. Reference can be made to “all years” or “all periods.” As many as three entries may be listed on one form.

Authorized Acts. The Form 33 lists several acts which can be performed by the attorney-in-fact. This list is intended to cover the most commonly appointed acts. If the taxpayer does not wish to authorize the named attorney-in-fact regarding a particular act which is listed, the taxpayer must strike through any power which is not granted. This is particularly important with respect to correspondence from DOR to the taxpayer regarding the designated tax matters. If the taxpayer wants to receive refund claim approvals or denials, and other notices and written communications, rather than have the attorney-in-fact be the recipient, strike through that authorization. Otherwise, DOR will send notices and other written communications to the designated attorney-in-fact. Notices of defciency determination and amended notices will always be mailed to the taxpayer directly even if a POA exists for the taxpayer. A copy will be furnished to the designated attorney-in-fact.

If the taxpayer wishes to authorize an act which is not listed, a concise and specifc statement about the additional authorization must be made in the space provided, or a separate signed statement may be attached to the Form 33.

Revocation of Prior Powers of Attorney. To revoke any POAs previously fled with DOR, choose Box A or B.

Box A. Checking this box allows the taxpayer the option of revoking all POAs on fle with DOR with the exception of those listed on the lines provided (or on a list attached to the Form 33). Check box A and list the names, addresses, and zip codes of the attorneys-in-fact whose representative authority is not revoked. The date of the earlier POA must also be listed. Copies of the earlier POAs which are to remain in effect may be included instead of the list. Be sure to sign the form.

Box B. Checking this box revokes all POAs previously fled with DOR. Check Box B, and sign the form.

If no boxes are checked, all prior POAs will remain in force.

Signature. The taxpayer must sign and date the form. If spouses fle a married, fling jointly income tax return, which both have signed, then both spouses must sign the Form 33. If only one spouse in a married couple signs Form 33, then a separate Form 33 must be signed by the other spouse. If there is only one spousal signature or a second POA is not signed, then only the person designated by the POA would be authorized to perform the acts authorized by the POA. The nonsigning spouse who has fled a joint return with his or her spouse may still obtain information about, and may discuss issues regarding, the couple’s joint return. However, a person may not authorize another party, or themselves, to receive confdential tax information regarding separate returns fled by the person’s spouse.

Only certain people may represent a taxpayer in a contested case once a hearing offcer is appointed: (1) the taxpayer;

(2)a Nebraska attorney; or (3) a non-Nebraska attorney in good standing who partners with a Nebraska lawyer in representation.

If the taxpayer is a partnership, all partners must sign, unless one is duly authorized to act in the name of the partnership. Nebraska has adopted the Uniform Partnership Act of 1998 (Neb. Rev. Stat. §§ 67-401 to 67-467) making each partner a business agent duly authorized to act for any partnership formed in Nebraska. Authorized signatures for nonresident partnerships will be governed by the laws of the state in which the partnership was formed.

If the taxpayer is a corporation or an association, an offcer having authority to bind the entity must sign. The offcer must indicate his or her offcial title on the line provided.

If the taxpayer is a Nebraska limited liability company (LLC), then the Form 33 must be signed by a member of the LLC. The validity of the authorizations made by a foreign LLC will be determined governed by the laws of the state in which the LLC was organized.

Click for Tax POA form 33 File

File Breakdown

Fact Name	Description
Purpose	The Tax POA form 33 is used to grant an individual or entity the authority to represent a taxpayer before the state tax agency.
Governing Laws	This form is governed by the laws of the specific state in which it is filed, including tax code provisions and regulations.
Eligibility	Any individual or business entity can act as a representative on behalf of the taxpayer, provided they have the proper authority from the taxpayer.
Filing Process	The completed form must be submitted to the state tax agency, either by mail or electronically, depending on the state's guidelines.

Guide to Using Tax POA form 33

When it comes to managing your tax matters, having the right forms filled out correctly is essential. Completing the Tax POA form 33 is a straightforward process that allows you to designate someone to represent you with the IRS. Take your time filling out the form to ensure accuracy. Here are the steps to guide you through the process.

Gather necessary information, including your name, address, and Social Security Number (SSN) or Employer Identification Number (EIN).
Obtain the Tax POA form 33. You can download it from the IRS website or request a physical copy.
Start filling out the form by entering your information at the top section. Ensure all details are accurate.
Next, identify the individual you are authorizing to act on your behalf. Provide their name, address, and contact information.
Specify the tax matters for which you are granting power of attorney. This can include specific forms, years, or the overall authority.
Sign and date the form in the appropriate section at the bottom. Your signature confirms that the information is correct and you consent to this authorization.
If applicable, include any additional documentation required for your specific situation, such as other identification forms.
Mail the completed form to the appropriate IRS office as indicated on the form’s instructions.

Once you've submitted the form, the IRS will process your application. Keep a copy of the completed form for your records. This helps ensure you have everything you need in case any questions arise in the future.

Get Answers on Tax POA form 33

What is the Tax POA Form 33?

The Tax POA Form 33 is a document that allows individuals or organizations to designate an authorized representative to act on their behalf regarding tax matters. This form is commonly used when taxpayers want to grant someone—their accountant, attorney, or tax preparer—the authority to interact with the IRS and other tax authorities.

Who can use the Tax POA Form 33?

Any individual or entity that needs assistance with tax issues can use the Tax POA Form 33. This includes individuals filing personal tax returns, businesses handling corporate tax matters, and any organizations managing tax-related concerns.

What information is required on the form?

The Tax POA Form 33 requires various pieces of information, including:

The taxpayer’s name and address.
The representative’s name, address, and telephone number.
The specific tax matters for which authority is granted.
Time periods during which the authority is applicable.

How do I submit the Tax POA Form 33?

The Tax POA Form 33 can be submitted in a couple of ways. You may mail it to the appropriate address provided by the IRS, or you can submit it electronically through certain tax software programs if they support form submission.

Can I revoke the authority granted in the POA?

Yes, you can revoke the authority at any time. To do this, you must submit a revocation form to the same authorities you initially submitted the Tax POA Form 33. Ensure that the revocation includes your name, the representative’s name, and any specific details regarding the original form.

What happens after I file the form?

After filing the Tax POA Form 33, the IRS will process your request. Once approved, your authorized representative will receive a copy of the form confirming their authorization. Both you and the representative will be notified regarding the status of the submission.

Are there any fees associated with submitting the Tax POA Form 33?

Typically, there are no fees directly associated with submitting the Tax POA Form 33 to the IRS. However, if you are working with a tax professional or attorney, they may charge a fee for their services. It’s important to clarify any potential costs with your representative beforehand.

How long does the authorization last?

The authorization granted in the Tax POA Form 33 lasts until you revoke it or until the specified time period expires, whichever comes first. Make sure to review and renew the authorization if you anticipate needing your representative’s assistance beyond the original time frame.

Common mistakes

Filling out the Tax Power of Attorney (POA) Form 33 can be a straightforward process, but many individuals make common mistakes that can delay their tax matters. Understanding these pitfalls is essential to ensure that the form is completed accurately and promptly.

One frequent mistake is failing to provide complete taxpayer information. Users often overlook the requirement to include their full name, address, and Social Security number. This information is critical, as it helps the IRS verify your identity. Incomplete details can lead to processing delays or even rejection of the form.

Another common error involves inaccurately designating the authorized representative. It is vital to ensure that the individual you are appointing holds the right qualifications. If your chosen representative does not meet the IRS requirements, your submission may not be processed, leaving you without the assistance you need.

Omitting the specific tax matters that the Power of Attorney covers is another mistake people often make. Be as detailed as possible when describing the types of taxes involved, whether they are income taxes, estate taxes, or others. This clarity ensures that your representative has the authority to act on your behalf in all necessary areas.

Some individuals also fail to sign and date the form properly. A signature without a date could lead to complications or questions about when the authority was granted. Always double-check that both the signature and date fields are complete before submitting the form.

In addition, neglecting to review the form for errors is a common oversight. Simple mistakes in spelling, numbers, or other details can mislead the IRS and cause unnecessary delays in processing your request. Taking a moment to review the form can save you time and prevent frustration.

Another mistake often made involves not keeping a copy of the submitted form. This is crucial for your records and future reference. If any issues arise, having a copy of your submission can help expedite communication with the IRS.

Lastly, not following the proper submission methods can lead to confusion. Ensure you understand whether to mail the form to a specific address or submit it electronically. Misunderstanding these details can result in your POA being lost or not received by the IRS.

Documents used along the form

The Tax Power of Attorney (POA) form 33 allows individuals to designate someone to act on their behalf in tax matters. When dealing with the IRS or state revenue agencies, several other documents may accompany this form to ensure all necessary information is conveyed. Below is a list of related forms and documents that are commonly used alongside the Tax POA form 33.

IRS Form 2848: This is the specific IRS Power of Attorney form. It authorizes someone to represent you before the IRS, giving them access to your tax information.
IRS Form 8821: This form grants someone the right to receive and inspect your tax information but does not allow them to represent you before the IRS.
Form 4506-T: Use this form to request a transcript of your tax return. It may be needed by your authorized representative for accurate representation.
Filing Extension Request: If you cannot file your tax return on time, this request allows you to extend the deadline, giving your representative time to prepare your documents.
Form 1040: The standard individual income tax return form. It is essential for your representative to have accurate details of your financial situation.
State Tax POA: Different states often require their own power of attorney forms for tax matters. Having the correct state-specific POA may be necessary.
Form W-9: This form provides your taxpayer identification number to your representative, ensuring they can act effectively on your behalf.
Form 941: If you are self-employed, this employer’s quarterly tax return form may be relevant for your representative to review.
Form 4868: This is used to request an automatic extension of time to file individual income tax returns.

Each of these forms serves a unique purpose and can help facilitate the smooth management of your tax affairs when working with your authorized representative. Ensuring you gather the necessary documents will streamline communication with tax authorities and improve your filing experience.

Similar forms

The Tax Power of Attorney (POA) Form 33 allows individuals to authorize someone else to handle their tax matters with the IRS. This document shares similarities with several other legal forms that empower individuals to delegate authority or manage responsibilities. Below are four such documents:

General Power of Attorney: Like the Tax POA Form 33, a General Power of Attorney allows someone to make financial decisions on behalf of another person. However, it is broader in scope, covering various financial matters—not just taxes.
Medical Power of Attorney: This document permits someone to make healthcare decisions for another person if they become unable to do so themselves. Like the Tax POA, the Medical POA is specifically about delegation of authority to act on behalf of another person, but in the context of health, rather than finances.
Durable Power of Attorney: A Durable Power of Attorney remains effective even if the principal becomes incapacitated. This characteristic aligns with the purpose of the Tax POA Form 33, which is to ensure tax matters can be handled continuously, even if the individual is unable to act.
Limited Power of Attorney: A Limited Power of Attorney is used for specific transactions, such as selling a property or handling only particular tax issues. Similar to the Tax POA Form 33, it is focused on granting authority for a specific purpose but does not cover broader powers.

Understanding these documents can help individuals make informed decisions when it comes to delegating authority in various aspects of their lives.

Dos and Don'ts

When filling out the Tax Power of Attorney (POA) form 33, there are some important dos and don'ts to keep in mind. Adhering to these guidelines can ensure a smoother process and can prevent potential issues. Here’s a helpful list:

Do read the instructions carefully before starting.
Do provide accurate information, including your taxpayer identification number.
Do sign and date the form. An unsigned form may be rejected.
Do include all relevant details about the representatives you are appointing.
Do keep a copy of the completed form for your records.

Don’t leave any required fields blank; incomplete forms will delay processing.
Don’t use abbreviations or nicknames; use full legal names only.
Don’t forget to indicate the specific tax matters you are authorizing your representative to handle.
Don’t submit the form without reviewing it for accuracy.
Don’t file it close to a tax deadline to avoid processing issues.

Misconceptions

Many people have misunderstandings about the Tax Power of Attorney (POA) Form 33. Clear information can help demystify its purpose and uses. Here are some common misconceptions about this important document:

Myth 1: The Tax POA Form 33 only applies to tax issues.

This form is often thought to be strictly for tax matters. In reality, it can also be used for representing a taxpayer in various transactions related to tax, not limited solely to filing or disputes.

Myth 2: A verbal agreement is enough; I don’t need the form.

While a verbal agreement may seem convenient, it is not legally binding. The Tax POA Form 33 formalizes the representation and protects both parties involved.

Myth 3: Only attorneys can be designated on the form.

This is not true. Anyone can be appointed to represent you—friends, family members, or professionals, as long as they meet the requirements set out by the IRS.

Myth 4: I can only file one form for my lifetime.

Many individuals believe that submitting this form is a one-time event. In reality, you can revoke it or file a new one if your situation changes or if you wish to designate a different representative.

Myth 5: The form gives unlimited power to the representative.

Many fear losing control by signing the POA. However, the form allows you to specify the extent of the authority granted, so you maintain a level of control over what actions your representative can take.

Myth 6: The POA is only necessary during audits.

This form is often seen as something only needed during an audit process. Actually, it can be useful for many situations, such as negotiating payments or clarifying tax liabilities.

Key takeaways

When dealing with the Tax Power of Attorney (POA) Form 33, understanding how to fill it out and use it properly leads to smoother interactions with the IRS. Here are six key takeaways:

Purpose of the Form: The Tax POA Form 33 allows you to authorize another person to represent you before the IRS and receive confidential tax information on your behalf.
Completeness: Ensure all required fields are filled out completely. Incomplete forms may delay the processing of your request.
Eligibility: Only individuals or organizations eligible under IRS guidelines can be your designated representative. Check qualifications carefully.
Signature Requirement: Your signature is mandatory. Without it, the form cannot be processed, and your representative cannot act on your behalf.
Filing the Form: Submit the completed form to the appropriate IRS office. Be mindful of mailing times to avoid any delays in representation.
Revocation: If you need to terminate the Power of Attorney, you must submit a formal revocation to the IRS, as simply stating you revoke it verbally is insufficient.

Filling out and understanding the Tax POA Form 33 can significantly streamline your tax-related issues. Being informed empowers you and your representative to navigate the tax system more effectively.