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The Tax Power of Attorney (POA) Form DP-2848 serves as an essential tool for taxpayers who wish to appoint someone to act on their behalf in matters related to the Internal Revenue Service (IRS). This form allows individuals to designate an attorney, accountant, or another representative to handle their tax issues, ensuring that communication with the IRS is seamless and efficient. By using this form, taxpayers grant their representatives the authority to request and receive information, negotiate, and make decisions regarding their tax obligations and rights. With specific sections detailing the powers granted, including the ability to sign tax returns and represent the taxpayer in various proceedings, the DP-2848 accommodates a range of circumstances. Moreover, this form must be completed accurately and submitted in a timely fashion to avoid any lapses in representation. Understanding the nuances of the DP-2848 is crucial for individuals who seek assistance in navigating their tax responsibilities, as it ultimately enhances their ability to manage fiscal matters with confidence.

Tax POA form dp-2848 Example

DO NOT STAPLE

 

 

 

 

 

 

 

 

DP-2848

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

POWER OF ATTORNEY (POA)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION 1- TAXPAYER INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of Taxpayer (Mustmatchthe

tax

return)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxpayer Identification Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of Spouse (If filing jointly)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxpayer Identification Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address of Taxpayer(s)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Department Issued License Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION 2- REPRESENTATIVE(S): I/We hereby appoint the following representative(s) as attorney(s)-in-fact:

 

Name of Representative

 

Address of Representative

Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of Representative

 

Address of Representative

Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of Representative

 

Address of Representative

Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION 3 - ACTS AUTHORIZED (Must be filled out): Said attorney(s)-in-fact is authorized to represent the taxpayer(s) before the Department of Revenue Administration concerning all tax matters for the tax periods and tax types indicated below, except as otherwise indicated on Line (c) below:

Line (a):

Line (b):

All tax periods or

 

the following tax period(s):

All tax types or only the following (check all that apply):

Meals and Rentals Tax

 

Real Estate Transfer Tax

Business Taxes

Other

Interest and Dividends Tax

Line (c): If applicable, please describe any other limitations you wish to set on the above authorization:

Line (d): This power of attorney shall not revoke any prior powers of attorney you have authorized before the Department.

To revoke all prior powers of attorney, check this box

.

SECTION 4 - SIGNATURE(S)

If signed by a corporate officer or fiduciary on behalf of the taxpayer, I certify that I have the authority to execute this power of attorney.

Taxpayer Signature

Print Signatory Name & Title

Today's Date (MMDDYYYY)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse Signature (If applicable)

Print Signatory Name & Title

Today's Date (MMDDYYYY)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DP-2848

Rev 1.8 06/2020

FILE ONLINE AT GRANITE TAX CONNECT WWW.REVENUE.NH.GOV/GTC

or mail to NH DRA, PO Box 637, Concord, NH 03302-0637

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DP-2848

 

POWER OF ATTORNEY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

INSTRUCTIONS

(POA)

 

 

 

 

 

 

WHEN TO FILE

A Power Of Attorney (POA) is required prior to the Department of Revenue Administration communicating with anyone other than the taxpayer regarding any issue relating to the taxpayer.

WHERE TO FILE

File online at Granite Tax Connect www.revenue.nh.gov/gtc or mail to NH DRA, Taxpayer Services Division, PO Box 637, Concord NH 03302-0637

E-mail scanned document to:

[email protected]

PLEASE NOTE

All applicable items must be filled in to properly complete Form DP-2848 New Hampshire Power of Attorney (POA). An incomplete form will prohibit direct communication between the Department and the representative.

SECTION 1 - TAXPAYER INFORMATION

Enter the taxpayer's name (must match the tax return), current mailing address including zip code, and taxpayer identification number (and Department issued license number if applicable). If joint returns are involved and you and your spouse are designating the same representative(s), also enter your spouse's name and taxpayer identification number (and Department issued license number if applicable). If you need to list additional taxpayers, an additional page may be attached with each taxpayer's name and taxpayer identification number.

SECTION 2 - REPRESENTATIVE(S)

Enter the name of the representative(s). This can be an individual(s) or the name of a firm. What you enter in the Name of Representative box determines who the Department will have authority to correspond with as your authorized representative. If you list only an individual(s) name from a firm, then only the individual(s) will have authority to represent you. If you put the firm name in the Name of Representative box then ANYONE with the firm will have the authority to represent you.

Enter the current mailing address including zip code of the representative in the Address of Representative box beside the Name of Representative box. Only the person(s) or firm named in the Name of Representative box has authorization to represent you with the Department. A firm name that is part of an individual's address does not mean that the employees of the firm can represent the taxpayer.

Provide the representative's phone number in the space provided. If more than one name is listed, provide the phone number of the first person listed.

This section allows for three representatives. If you have more than three, please attach an additional sheet and note "see attached" in one of the Name of Representative boxes.

SECTION 3 - ACTS AUTHORIZED (MUST BE FILLED OUT)

On Line (a), either check the "all" box to indicate that the representative applies to all tax periods, or limit the representation to a particular tax period(s) and provide the date range or period(s). If you enter only a year(s) (e.g. 2018) the representation will include any period (including any Meals and Rooms or Tobacco Tax periods, if authorized on Line (b)) that fall within that year. If you limit the representation to a date range, please be aware that your representative will not be permitted to discuss any other date range with the Department. Note: If you check both the "all" box and provide a date range, the representation will not be limited to the date range, but will apply to all dates and tax periods.

On Line (b), check the boxes for the tax types that apply to your representation. If the representation applies to all taxes, check the "all" box. To limit the representation to one or more taxes, check all the appropriate boxes and for any taxes not shown, check the "other" box and identify the taxes on the line (for example MET or UPT). Note: If you check both the "all" box and the boxes for specific taxes, the representation will not be limited to a specific tax, but will apply to all tax types.

On Line (c), describe any other limitations you wish to place on your representation. For example, if you wish to only authorize your representative to receive information, note this limitation on Line (c). Otherwise, your representative will not only be authorized to receive your confidential information but also full power to perform all acts necessary related to the subject matter of the indicated tax types and periods.

If the box on Line (d) is not checked, the filing of this form will not revoke or otherwise invalidate any prior powers on file with the Department. If you check the box provided on Line (d), you will revoke all prior powers of attorney, unless the representatives are identified again in Section 2 of this form.

If you are a representative that wishes to withdraw representation of a taxpayer, please forward a signed and dated letter with a copy of the POA you are withdrawing to the Department.

DP-2848

Rev 1.8 06/2020

 

 

 

 

 

 

 

 

 

 

DP-2848

POWER OF ATTORNEY

(POA)

INSTRUCTIONS Continued

SECTION 4 - SIGNATURE(S)

The taxpayer is required to sign and date the POA. The completed and signed form DP-2848 POA must be filed with the Department by mail at the address above or by e-mailing the scanned document to [email protected].

NEED HELP?

Questions not covered here may be answered in our "Frequently Asked Questions" available on our website at www.revenue.nh.gov or by calling Taxpayer Services at (603) 230-5920, Monday through Friday, 8:00 am to 4:30 pm. All written correspondence to the Department should include the taxpayer name, taxpayer identification number, the name of a contact person, and a daytime telephone number. Individuals who need auxiliary aids for effective communications in programs and services of the New Hampshire Department of Revenue Administration are invited to make their needs and preferences known. Individuals with hearing or speech impairments may call TDD Access: Relay NH 1-800-735-2964.

DP-2848

Rev 1.8 06/2020

File Breakdown

Fact Name Detail
Purpose The DP-2848 form serves as a Power of Attorney for tax matters, allowing a designated representative to act on behalf of a taxpayer.
Who Can Use It This form can be used by both individuals and businesses who need assistance with their tax matters.
Governing Laws The DP-2848 is governed by state-specific tax laws, which can differ by jurisdiction. It’s important to check local regulations.
Validity The Power of Attorney remains valid until revoked by the taxpayer or the specific authority has been completed.
Signature Requirement The form must be signed by the taxpayer to validate the authorization for the representative.
Submission Process The DP-2848 form must be submitted to the appropriate tax authority, either through mail or electronically, depending on state guidelines.

Guide to Using Tax POA form dp-2848

After you have completed the Tax POA form DP-2848, you will submit it to the relevant tax authority. Doing this allows the specified representative to handle certain tax matters on your behalf. Ensure that you review all information for accuracy before sending it in.

  1. Obtain the Tax POA form DP-2848 from the IRS website or your tax professional.
  2. Fill out your personal information in the designated sections at the top of the form. Include your name, address, and taxpayer identification number.
  3. Provide the name and address of the person you are authorizing (the representative). Include their professional title if applicable.
  4. Check the appropriate boxes to indicate the types of tax matters you are authorizing your representative to handle. This may include income tax, estate tax, or others.
  5. Specify the years or periods for which the authority is granted by filling in the relevant dates.
  6. Sign and date the form at the bottom. This is necessary for the form to be valid.
  7. If applicable, have the representative sign the form as well, confirming their acceptance of the role.
  8. Make a copy of the completed form for your records before sending it.

Finally, submit the completed DP-2848 form to the appropriate IRS office. You may also choose to fax it, depending on the situation. Always check the instructions for the preferred submission method.

Get Answers on Tax POA form dp-2848

What is the Tax POA form DP-2848?

The Tax POA form DP-2848 is a Power of Attorney form that allows you to authorize someone to represent you before the IRS or other tax authorities. This individual can manage your tax matters on your behalf, including handling communications and filing documents related to your tax obligations.

Who can I authorize using the DP-2848 form?

You can authorize a wide range of individuals, including tax professionals, attorneys, or family members, to act on your behalf. The person you choose must be trustworthy and capable of managing your tax affairs competently. Make sure they meet the requirements outlined by the IRS and can represent you effectively.

How do I complete the DP-2848 form?

Completing the DP-2848 form involves the following steps:

  1. Provide your personal information, including your name, address, and taxpayer identification number.
  2. Indicate the individual you are authorizing, including their name and address.
  3. Specify the type of tax matters and tax periods for which the authorization is valid.
  4. Sign and date the form to validate your authorization.

Ensure all details are accurate before submission to avoid delays in processing.

How long is the DP-2848 form valid?

The DP-2848 form remains valid until you revoke it or the specific tax matters it covers have been resolved. You may revoke the authorization at any time by submitting a written notice to the IRS, which establishes that you no longer want the designated person to represent you.

Where should I send the completed DP-2848 form?

The completed DP-2848 form should be sent to the appropriate address indicated in the instructions provided with the form. This could be the location of the specific IRS office handling your tax matters or a designated address for processing such forms. Check the latest IRS guidelines to ensure accurate submission and timely processing.

Common mistakes

Filling out the Tax Power of Attorney (POA) Form 2848 can be a daunting task for many individuals, often leading to mistakes that could affect tax representation. One common error is failing to provide complete and accurate personal information. This includes not using the full legal name, neglecting to fill in the correct address, or omitting identification numbers. Such omissions can create delays or even invalidate the POA, hindering the process of tax representation.

Another frequent mistake occurs when individuals overlook signing the form where required. Proper execution is crucial. Incomplete signatures may result in the IRS returning the form or refusing to process it. Always double-check for signatures from all relevant parties. Each signatory must ensure their name is appropriately printed alongside their signature to avoid any confusion regarding representation.

People often mistakenly assume that the IRS will automatically understand their intentions. A lack of specificity in designating the powers granted to the representative can lead to significant misunderstandings. It is essential to clearly outline the scope of authority being granted. Whether it’s for specific tax years or general representation, clarity can prevent complications later on.

Lastly, failing to use the most current version of the form can be a significant pitfall. Tax forms are subject to updates and changes. Using an outdated version of Form 2848 may result in the IRS rejecting the request for representation. Before submission, it is prudent to verify that the latest form is being used to ensure compliance with current regulations.

Documents used along the form

The Tax Power of Attorney (POA) form, also known as Form 2848, allows individuals to designate someone to represent them regarding their tax matters. When using this form, several other documents may be helpful in ensuring a smooth process. Here are some commonly used forms and documents that often accompany the Tax POA:

  • Form 8879: This document enables taxpayers to authorize an e-file application for their tax returns. It provides a signature for the electronic filing process and often complements the POA for electronic submissions.
  • Form 9465: This form is used to request a payment plan for unpaid taxes. When a taxpayer needs representation for payment negotiations, including Form 9465 may be beneficial.
  • Form 843: Taxpayers use this form to claim a refund or request an abatement of certain taxes. If a power of attorney is involved, it may be necessary to include this form for specific tax disputes.
  • Form 8821: This is the Tax Information Authorization form, which is used to allow someone to receive confidential tax information from the IRS. It does not authorize representation but can be used together with the POA for comprehensive management of tax issues.
  • Form 4506-T: The Request for Transcript of Tax Return form allows taxpayers to obtain a transcript of their tax returns. This can be particularly useful for the designated representative when handling tax matters on behalf of someone else.

Using these forms alongside the Tax POA form can streamline communication and ensure that the designated representative has the necessary authorization to act on behalf of the taxpayer in various situations. Each document has its specific purpose and is instrumental in managing tax-related matters effectively.

Similar forms

  • Form 4506: This form allows taxpayers to request a copy of their tax return or transcripts from the IRS. Like the DP-2848, it requires the taxpayer's identification and authorizes the IRS to release information.
  • Form 8821: The Tax Information Authorization form lets individuals authorize someone to receive and inspect tax information on their behalf. Similar to the DP-2848, it does not confer the power to represent the taxpayer.
  • Form 2848: The standard Power of Attorney and Declaration of Representative form enables taxpayers to appoint someone to act on their behalf with the IRS. It shares the same intended purpose as the DP-2848, but is more commonly used.
  • Form 706: The Estate Tax Return form provides information on estate taxes owed for property of a deceased person. Both forms require detailed information and facilitate communication with authorities, but they serve distinct contexts.
  • Form 706-CE: The Certificate of Payment of Federal Estate Taxes is essential for estates that wish to claim a closing agreement after paying taxes. While it is not a power of attorney form, it relates to tax representation and estate management.
  • Form W-9: Request for Taxpayer Identification Number and Certification allows individuals to provide their taxpayer information to businesses or entities. Both forms require personal information, though the W-9 focuses on TIN certification.
  • Form 4506-T: The Request for Transcript of Tax Return form differs slightly in that it requests specific information regarding tax returns instead of authorizing another to act. Nonetheless, both facilitate access to essential tax documents.

Dos and Don'ts

When completing the Tax Power of Attorney (POA) Form DP-2848, it’s important to keep a few guidelines in mind. Here are seven things you should and shouldn't do:

  • Do: Provide accurate information about yourself and the representative.
  • Do: Ensure that the form is signed and dated. A signature is essential for validity.
  • Do: Clarify the scope of authority you wish to grant. Be specific about the tax matters involved.
  • Don't: Skip any required fields. Leaving sections blank can lead to delays or rejections.
  • Don't: Use abbreviations or shorthand. Write clearly to avoid confusion.
  • Don't: Forget to check the appropriate boxes regarding intentions, such as whether you intend to revoke a prior POA.
  • Don't: Submit the form with errors or discrepancies. Double-check your information before sending.

Misconceptions

The IRS Power of Attorney (POA) form, known as DP-2848, is a vital tool for anyone needing to appoint someone to handle their tax matters. Unfortunately, many misunderstandings about this form persist. Below are some common misconceptions:

  • It's only for businesses. Many people believe that only businesses can use the DP-2848 form. In reality, both individuals and entities may use this form to designate a representative.
  • It allows unlimited power to representatives. Some think that completing the DP-2848 grants representatives unrestricted access to all personal tax information. However, the authority granted can be limited according to the specific needs expressed in the form.
  • Once submitted, it cannot be revoked. A common myth is that filing the DP-2848 is a permanent decision. In fact, taxpayers can revoke the authority at any time by submitting a simple revocation form to the IRS.
  • It's only necessary for complicated tax issues. Some believe only individuals with complex tax situations need to file the DP-2848. This is inaccurate; even simple tax matters may require a representative's assistance.
  • All representatives must be certified professionals. While many choose certified professionals to represent them, individuals can appoint anyone they trust, including friends or family members, as their representative using the DP-2848.
  • Filing it guarantees a favorable outcome. Many taxpayers mistakenly think that submitting the DP-2848 ensures that their tax matters will be resolved favorably. It simply allows representation; the outcome still depends on the specifics of the case.
  • There's a fee for using the form. Some believe that completing the DP-2848 incurs fees. In fact, the IRS doesn’t charge for submitting this form, making it accessible for taxpayers.
  • It must be filed annually. It's a common thought that the DP-2848 needs to be submitted each year. In reality, it only needs to be filed once per tax matter unless there are changes in representation or a need for a new form arises.

Understanding these misconceptions can help taxpayers better navigate their rights and responsibilities regarding representation with the IRS. Utilizing the DP-2848 effectively ensures that individuals empower trusted representatives to manage their tax affairs.

Key takeaways

Filling out and using the Tax POA form, known as Form 2848, is a crucial step for individuals seeking to authorize someone to represent them before the IRS. Here are some key takeaways regarding its use:

  1. Eligibility: Any individual or entity can designate a representative as long as the form is properly filled out and submitted.
  2. Information Required: Provide taxpayer details, representative information, and the specific tax matters involved.
  3. Signature: The form must be signed and dated by the taxpayer to be valid.
  4. Limitations: The authority granted can be limited to specific tax issues or periods; make this clear on the form.
  5. Revocation: You can revoke a Power of Attorney at any time by submitting a written notice to the IRS.
  6. Submission: Send the completed form directly to the IRS; do not send it through your representative.
  7. Confirmation: After submission, keep a copy for your records; it is proof of the authorization.
  8. Timing: Allow adequate time for processing; the IRS may take a few weeks to recognize the POA.
  9. Updates: If your representative’s information changes, submit a new Form 2848 to reflect those changes.
  10. Scope of Representation: Be aware the form enables your representative to receive confidential information but does not grant authority to bind you to agreements.

Understanding these key aspects will streamline the process and ensure that your representation is effective and compliant with IRS regulations.