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The Tax POA form ACD-31102 is a crucial document for anyone seeking assistance with tax matters from a designated representative. This form allows taxpayers to authorize another individual, often a tax professional, to handle specific tax-related issues on their behalf. Among the key features of the ACD-31102 is its ability to effectively communicate the extent of authority granted to the representative. Whether it's discussing sensitive tax information, negotiating with the IRS, or representing the taxpayer in hearings, the form delineates what the authorized individual can and cannot do. Additionally, the form requires vital information such as the taxpayer’s name, address, and taxpayer identification number, ensuring that the IRS can properly identify the parties involved. An important point to consider is the necessity of signing the form, which signifies agreement from the taxpayer and legitimizes the authority granted to the representative. Ensuring that the ACD-31102 is filled out accurately and submitted timely can facilitate smoother communication with tax authorities and help taxpayers navigate the complexities of tax issues more effectively.
Tax POA form acd-31102 Example
ACD - 31102 |
State of New Mexico - Taxation and Revenue Department |
TAXATION . |
Rev 01/15/2020 |
Tax Information Authorization |
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REVENUE ~ |
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Tax Disclosure |
NE W MEXICO |
PLEASE TYPE OR PRINT IN BLACK INK
*Required Fields (If the required felds are not complete this form is VOID and the taxpayer(s) information will not be shared.)
Tis form will expire one, two, or three years (as selected below) from the date that this tax information authorization tax disclosure form has been signed by the authorizing individual listed below. If your authorized representative changes before that, notify the Department.
Taxpayer Information
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Name(s)* |
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Tax Identifcation Number(s)* |
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Reporting Period(s)* |
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SSN: - - |
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Tax Year(s): |
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DBA Name(s) (if applicable) |
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Starting Period: |
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SPOUSE SSN: - - |
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Ending Period: |
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FEIN: - |
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Mailing Address* |
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Efective For* |
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NM ID: - |
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q 2 Years q 3 Years |
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City* |
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State* |
Zip Code* |
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Tax Program(s)* |
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q All State Taxes |
Combined Reporting System (CRS) |
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Telephone Number* |
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q Personal Income Tax |
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q Gross Receipts Tax |
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q Fiduciary Income Tax |
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q Compensating Tax |
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q Corporate Income Tax |
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q Withholding Tax |
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q Oil and Gas Taxes |
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Fax Number |
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q Other: |
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Authorized Representative(s) Information |
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Individual Representative's Name* |
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Additional Individual Representative's Name |
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Mailing Address* |
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Mailing Address |
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City* |
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State* |
Zip Code* |
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Zip Code |
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Telephone Number* |
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Telephone Number |
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Fax Number |
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Fax Number |
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Authorizing Signature(s)
By signing below, I acknowledge that the authorized individual representative(s) listed above have the authority to receive Federal and State confdential information on behalf of the taxpayer listed above in tax matters related to this form per NMSA 1978, §
qBy checking this box, I (the taxpayer) am authorizing the New Mexico Taxation and Revenue Department Secretary or Secretary’s delegate, to use facsimile,
Printed Name* |
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Printed Name |
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Title |
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Title |
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Signature* |
Date* |
Signature |
Date |
sFor taxpayers authorizing the Department to disclose return information for a married fling joint personal income tax return, both taxpayers must sign this form.
sFor a business or estate this form must be signed by a corporate ofcer, partner, or fduciary who has been previously identifed as such to the Department.
Tis form can be submitted at any of the district ofces listed below:
Taxation and Revenue Department |
Taxation and Revenue Department |
Taxation and Revenue Department |
Taxation and Revenue Department |
Taxation and Revenue Department |
1200 South St Francis Dr |
Bank of the West Building |
2540 El Paseo, Bldg. #2 |
3501 E. Main St., Suite N |
400 N Pennsylvania Ave, Suite 200 |
PO Box 5374 |
5301 Central Ave. NE |
PO Box 607 |
PO Box 479 |
PO Box 1557 |
Santa Fe, NM |
PO Box 8485 |
Las Cruces, NM |
Farmington, NM |
Roswell, NM |
(505) |
Albuquerque, NM |
(575) |
(505) |
(575) |
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(505) |
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Please fax to (505)
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File Breakdown
| Fact Name | Description |
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| Form Name | The official designation of the form is the Tax Power of Attorney (POA) Form ACD-31102. |
| Purpose | This form allows a taxpayer to designate an individual or organization to act on their behalf in tax matters. |
| Governing Law | The form is governed by state tax laws, typically found in each state’s revenue and taxation codes. |
| Eligibility | Any individual or business entity can appoint a representative using this form, provided they meet state requirements. |
| Submission Method | The completed form must be submitted to the appropriate state tax authority, often either by mail or electronically. |
| Revocation | Taxpayers can revoke the Power of Attorney at any time by submitting a written notice to the tax authority. |
| Duration | The authority granted by the form remains in effect until the taxpayer revokes it or until the specific tax matter is resolved. |
| Signature Requirement | Both the taxpayer and the appointed representative must sign the form to validate the authorization. |
| Additional Information | Taxpayers often must provide their Social Security Number or Employer Identification Number to complete the form. |
| State Variations | Different states may have their own versions or requirements for the POA form, influencing its use and submission. |
Guide to Using Tax POA form acd-31102
To fill out the Tax POA form ACD-31102, follow the steps below carefully. Once completed, you will file the form with the appropriate tax authority to grant power of attorney to the designated individual.
- Obtain the Tax POA form ACD-31102 from the official website or your tax advisor.
- In the first section, provide your name, address, and Social Security number (or Taxpayer Identification Number).
- Enter the same information for the person you are granting power of attorney to. This is their name, address, and Social Security number (or Taxpayer Identification Number).
- Specify the type of tax matters for which the power of attorney is granted. Indicate whether it is for income tax, sales tax, or another type.
- Sign and date the form. Make sure the signature matches the name provided at the top.
- If you are completing the form for a business, include the business name and any relevant identification numbers.
- Review the completed form for accuracy and completeness.
- Mail or submit the form to the relevant tax authority as instructed.
Get Answers on Tax POA form acd-31102
What is the Tax POA Form ACD-31102?
The Tax POA Form ACD-31102 is a Power of Attorney form used for tax purposes. This form allows an individual or business to designate another person to represent them in matters related to tax filings and communication with tax authorities. The person you designate is commonly referred to as the "representative." They can act on your behalf in discussing your tax matters and handling your tax returns.
Who should use the Tax POA Form ACD-31102?
This form is useful for anyone who needs assistance managing their tax affairs. Individuals who may benefit from this form include:
- Taxpayers who require help from a tax professional, such as an accountant or attorney.
- Individuals who need someone to represent them in tax-related negotiations or disputes.
- Business owners looking to grant authority to an employee or external advisor.
What are the steps to complete the Tax POA Form ACD-31102?
To complete the form, follow these steps:
- Download the Tax POA Form ACD-31102 from the appropriate tax authority's website.
- Fill out the required information accurately, including your details and those of your representative.
- Sign and date the form to validate your consent.
- Submit the form to the appropriate tax authority, either by mail or electronically, if allowed.
How long is the Tax POA Form ACD-31102 valid?
The Tax POA Form ACD-31102 generally remains valid until you revoke it or until the representative withdraws from their role. To revoke the authority granted, a new form must be completed and submitted. Keep in mind that certain situations, such as the death of the taxpayer or representative, may also terminate the power of attorney automatically.
Can I have more than one representative on the Tax POA Form ACD-31102?
Yes, you can designate multiple representatives on the Tax POA Form ACD-31102. When designating more than one person, make sure to provide their information clearly and specify the extent of their authority. Ensure that each representative understands their responsibilities and role in representing you regarding your tax affairs.
Common mistakes
When individuals fill out the Tax Power of Attorney (POA) form AC-31102, several common mistakes can lead to complications. These errors can delay processing or create issues in the future. Understanding these pitfalls is essential for ensuring the form is completed accurately.
One of the most frequent mistakes is providing incorrect personal information. It's crucial to ensure that names, addresses, and identification numbers are accurate. Even small typos can lead to significant problems, including IRS mismatches or delays in tax matters. Verify every detail before submission to avoid these complications.
Another error involves not clearly defining the scope of authority. The form allows taxpayers to specify what powers the representative will have. Omitting critical powers or including unnecessary ones can lead to confusion later. Always review and explicitly state the desired permissions to ensure clarity.
Some individuals forget to sign and date the form. A missing signature renders the form invalid. It's a simple yet detrimental mistake. Make it a rule to check for a signature and the date before submitting the document.
The selection of a representative can also pose a challenge. Choosing an unqualified person can result in mismanagement or lack of understanding about tax matters. Ensure the appointed representative has the requisite knowledge and experience to handle the specific tax issues at hand.
Finally, individuals sometimes fail to submit the form to the correct address. Each jurisdiction may have different filing requirements. Double-check where to send the completed form to avoid unnecessary delays in processing. Keeping a copy of the submission can also help track progress and confirm delivery.
Documents used along the form
The Tax Power of Attorney (POA) form AC-31102 allows individuals to designate someone else to handle their tax matters. Alongside this form, various documents can also be necessary or helpful in managing tax-related issues effectively. Below is a list of commonly used forms that complement the Tax POA form.
- IRS Form 2848: This is the official document used to authorize an individual to represent a taxpayer before the Internal Revenue Service (IRS).
- IRS Form 8821: Known as the Tax Information Authorization form, it allows a designated person to receive and inspect a taxpayer's confidential tax information.
- State Tax POA Forms: Each state may have its own POA form that grants authority to a representative for state tax matters.
- Form 1310: This form allows a person to claim a refund on behalf of a deceased taxpayer, providing necessary information for processing the claim.
- Form W-9: This form is used to provide taxpayer identification information to the IRS and is important for reporting income received from freelance work or other sources.
- Form 8862: This form, titled "Information to Claim Certain Refundable Credits After Disallowance," is used by taxpayers who want to claim specific tax credits after previously being denied.
- Form 1099: This is a series of forms used to report various types of income other than wages, salaries, or tips. It's often associated with freelance or contract work.
- Form 4506-T: This form allows taxpayers to request a transcript of their tax return. It's useful when verifying income or tax history for various purposes.
- Form 1040: This is the standard federal income tax form used by individuals to file their yearly income tax returns.
Each of these documents serves a specific purpose in the realm of tax management, and together they help ensure clarity and compliance with tax obligations. Understanding how each form interacts with the Tax POA can create a smoother experience for both the taxpayer and their representative.
Similar forms
- General Power of Attorney (GPOA): This document grants broad authority to an agent to act on behalf of the principal in a variety of matters, including financial transactions, similar to the Tax POA.
- Limited Power of Attorney (LPOA): While this is specific to certain actions or decisions, like the Tax POA, it allows an agent to perform designated tasks on behalf of the principal.
- Health Care Power of Attorney (HCPOA): Similar in that it designates an agent to make health decisions, this form requires a representative to act in the principal’s best interest, similar to tax-related decisions.
- Financial Power of Attorney (FPOA): This form is used for financial matters, akin to the Tax POA, and allows an agent to manage finances and handle tax affairs on behalf of the principal.
- Durable Power of Attorney (DPOA): This document remains valid if the principal becomes incapacitated, much like the Tax POA, enabling ongoing tax representation.
- Tax Representation Authorization (IRS Form 2848): Specific to tax matters, this form allows the representative to communicate with the IRS, closely relating to the functions of the Tax POA.
Dos and Don'ts
When filling out the Tax Power of Attorney (POA) form ACD-31102, it is important to follow guidelines to ensure proper processing. Below are four dos and don'ts to keep in mind.
- Do double-check the identification section for accuracy. Ensure your details match official records.
- Do specify the type of tax matters for which you are granting power of attorney. Include all relevant tax years.
- Don't leave any required fields blank. Missing information can lead to delays in processing.
- Don't submit the form without your signature and the date. An unsigned form is invalid.
Misconceptions
When it comes to the Tax Power of Attorney (POA) form ACD-31102, many individuals hold certain misconceptions that can lead to confusion and mistakes. Here are four common misconceptions, along with clarifications for each.
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Misconception 1: Filling out the Tax POA form is unnecessary.
Some people believe they can handle their tax matters without granting someone else the authority to act on their behalf. However, if you need representation during an audit or wish to engage a tax professional, filing this form is essential.
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Misconception 2: The form is only for businesses, not individuals.
This is incorrect. The Tax POA form can be used by both individuals and businesses. Anyone needing assistance with their tax matters can benefit from this form.
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Misconception 3: A Tax POA is permanent and cannot be revoked.
In reality, you can revoke the Tax POA at any time. If your needs change or if you wish to designate a new representative, revoking the previous authority is straightforward.
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Misconception 4: Only a lawyer can be designated as a representative.
This is not true. While some may choose to appoint a lawyer, tax professionals or even a trusted family member can act as your representative by completing the form.
Key takeaways
When dealing with tax matters, using the Tax Power of Attorney (POA) form ACD-31102 can streamline processes significantly. Here are key takeaways to consider when filling out and using this form:
- Understand the purpose: This form authorizes a designated representative to act on your behalf regarding tax matters.
- Complete all relevant sections: Ensure that the form is filled out completely, including your name, address, and taxpayer identification number.
- Be precise in designating representatives: Clearly specify who will represent you—this could be an attorney, accountant, or another individual authorized to act.
- Keep copies for your records: After submitting the form, retain copies for your personal records. This can help in future reference or disputes.
- Check state-specific requirements: Some states may have additional rules or versions of the POA form. Verify that you are using the correct form for your state.
Utilizing this form properly can enhance your tax experience and ensure that your interests are represented effectively. Pay careful attention to details, as any errors might lead to complications down the line.