Fill in a Valid Tax POA form dr 0145 Template

The Tax Power of Attorney (POA) Form DR 0145 is a crucial document that allows an individual to authorize another person to act on their behalf regarding tax matters. This form is essential for anyone who wishes to ensure that their tax affairs are managed by a trusted representative. Understanding its significance is the first step toward effective tax management.

For those ready to take control of their tax-related responsibilities, filling out the Tax POA Form DR 0145 is easy. Start the process by clicking the button below.

Fill in a Valid Tax POA form dr 0145 Template

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The Tax Power of Attorney (POA) form DR 0145 serves as an important tool for individuals and businesses alike, enabling them to authorize another person to represent them before the Department of Revenue. This form is essential when taxpayers require assistance with tax-related matters, such as filing returns, contesting assessments, or negotiating payment plans. By completing this form, taxpayers can grant specific powers, such as obtaining confidential information and handling disputes on their behalf. This process simplifies communication with the tax authorities and ensures that the individual or business can receive necessary support without being personally present. It’s crucial to understand the extent of the authority being granted, as well as any limitations, to ensure that the representation stays within the intended scope. Through proper execution of the DR 0145, taxpayers can navigate the often-complex landscape of tax obligations with greater ease and confidence, making it a key element in effective tax planning and compliance.

Tax POA form dr 0145 Example

DR 0145 (12/09/13)		130145==19999
DR 0145 (12/09/13)
Taxation Business Group
COLORADO DEPARTMENT OF REVENUE
Denver, CO 80261-0009
www.TaxColorado.com
www.TaxColorado.com

Tax Information Designation and

Date Received:

Office Use Only

Power of Attorney for Representation

Taxpayer Last Name or Business Name

First Name

Middle

Initial

SSN, CAN or FEIN

Spouse’s Last Name, if returns are filed jointly

First Name

Middle Initial

SSN or CAN

Address

City

State

Zip

Mark only one (the department will accept the federal form 2848,

Power of Attorney and Declaration of Representative, in lieu of this document):

□

Tax Information Authorization: Marking this box allows the

Power of Attorney for Representation: Mark this box if you want

department to disclose your confidential tax information to

□ a person to “represent” you. This means the person may receive

your designee. You may designate a person, agency, firm or

confidential information and may make tax decisions on your behalf.

organization. See Section 39-21-113 (4) (b).

For

□ All Tax years or □ Specific tax years/filing periods:

I hereby appoint the following person as Designee for Tax Information or Attorney for Representation:

Last Name

First Name

Middle Initial

Mailing Address

Phone Number

(

)

City

State

Zip

Fax Number

(

)

Name of business/firm (if applicable)

Representative’s title or relationship to taxpayer

Last Name

First Name

Middle Initial

Mailing Address

Phone Number

(

)

City

State

Zip

Fax Number

(

)

Name of business/firm (if applicable)

Representative’s title or relationship to taxpayer

The above-named is authorized to receive my confidential information and/or represent me before the Colorado

Department of Revenue for:

□ All tax matters until this authorization is revoked in writing, or

□ Specific tax matters as follows (mark all that apply):

					130145==29999

□	State Sales Tax	Period (MM/DD/YY-MM/DD/YY)	□	Partnership Income Tax		Period (MM/DD/YY-MM/DD/YY)
□	State Sales Tax	–	□	Partnership Income Tax		–
		–				–

□	State Consumer Use Tax	Period (MM/DD/YY-MM/DD/YY)	□	Withholding Income Tax		Period (MM/DD/YY-MM/DD/YY)
□	State Consumer Use Tax	–	□	Withholding Income Tax		–
		–				–

□	Individual Income Tax	Period (MM/DD/YY-MM/DD/YY)	□	All Department-		Period (MM/DD/YY-MM/DD/YY)
□	Individual Income Tax	–	□	Administered Sales Taxes		–
		–				–

□ Corporate Income Tax		Period (MM/DD/YY-MM/DD/YY)		All Department-		Period (MM/DD/YY-MM/DD/YY)
		–	□	All Department-		–
			□	Administered Consumer Use Taxes
□	Fiduciary Income Tax	Period (MM/DD/YY-MM/DD/YY)	□	Other tax (specify)		Period (MM/DD/YY-MM/DD/YY)
□	Fiduciary Income Tax	–	□	Other tax (specify)		–
		–				–

If other, please explain

Signature of Taxpayer(s)

•I acknowledge the following provision: Actions taken by a Power of Attorney representative are binding, even if the representative is not an attorney. Proceedings cannot later be declared legally defective because the representative was not an attorney.

•Corporate officers, partners, fiduciaries, or other qualified persons signing on behalf of the taxpayer(s):

I am authorized to sign this form on behalf of the entity or person identified above as the taxpayer because:

I am the taxpayer

The taxpayer is a corporation, and I am the corporate officer

The taxpayer is a partnership, and I am a partner

The taxpayer is a trust, and I am the trustee

The taxpayer is a decedent’s estate, and I am the estate administrator

The taxpayer is a receivership, and I am the receiver

Other (if none of the above, then explain what representative capacity you have for the taxpayer)

•If a tax matter concerns a joint return, both spouses must sign if joint representation is requested. Taxpayers filing jointly may authorize separate representatives.

Signature	Print Name				Date (MM/DD/YY)
	I
Title (if applicable)			Daytime telephone number
		I(		)
Spouse Signature (if joint representation)	Print Name				Date (MM/DD/YY)

Declaration of Representative — I am authorized to represent the taxpayer(s) identified above for the tax matter(s) specified.

Signature

Date (MM/DD/YY) Title

Note: This authorization form automatically revokes and replaces all earlier tax information designations and/or earlier powers of attorney for representation on file with the Colorado Department of Revenue for the same tax matters and years or periods covered by this form. Attach a copy of any other tax information authorization or power of attorney you want to remain in effect.

If you do not want to revoke a prior authorization, taxpayer sign here

Spouse signature if returns are filed jointly

Please complete the following, if known (for routing purposes only). Otherwise, you may mail this document or submit an electronically scanned copy of the document through Revenue Online, www.Colorado.gov/RevenueOnline

Revenue Employee

Division		Section

Telephone Number		Fax Number
(	)	(	)

Send to: Colorado Department of Revenue Denver, CO 80261-0009

If this tax information authorization or power of attorney form is not signed, it will be returned.

Instructions for DR 0145

This form is used for two purposes:

•Tax information disclosure authorization. You authorize the department to disclose your confidential tax information to another person. This person will not receive original notices we send to you.

•Power of attorney for representation. You authorize another person to represent you and act on your behalf. The person must meet the qualifications listed here. Unless you specify differently, this person will have

full power to do all things you might do, with as much binding effect, including, but not limited to: providing information; preparing, signing, executing, filing, and inspecting returns and reports; and executing statute of limitation extensions and closing agreements.

SSN: Social Security Number

CAN: Colorado Account Number

FEIN: Federal Employer Identification Number

This form is effective on the date signed. Authorization terminates when the department receives written revocation notice or a new form is executed (unless the space provided on the front is initialed indicating that prior forms are still valid). If this tax information designation and power of attorney for representation form is used for taxpayers on a joint return, both the primary taxpayer and spouse must sign this form.

Unless the appointed representative has a fiduciary relationship to the taxpayer (for example, personal representative, trustee, guardian, conservator), an original Notice of Deficiency will be mailed to the taxpayer as required by law. A copy will be provided to the appointed representative when requested.

For corporations, “taxpayer” as used on this form, must be the corporation that is subject to Colorado tax. List fiscal years by year end date.

An individual who prepares and either signs your tax return or who is not required to sign your tax return (by the instructions or by rule), may represent you during an audit of that return. That individual may not represent you for any other purpose unless they meet one of the qualifications listed above.

Generally, declarations for representation in cases appealed beyond the Department of Revenue must be in writing to the local jurisdiction district court. A person recognized by a district court will be recognized as your representative by the department.

Taxpayer Assistance

General tax information

www.TaxColorado.com

Revenue Online account access www.Colorado.gov/RevenueOnline

Telephone

303-238-7378

Click for Tax POA form dr 0145 File

File Breakdown

Fact Name	Description
Purpose	The Tax POA Form DR 0145 is used to authorize another individual to act on your behalf regarding tax matters with the state tax agency.
Governing Law	This form is governed by the tax laws of the state in which it is filed, specifically under the state's revenue and taxation regulations.
Who Can Use It	Any taxpayer, including individuals and entities, can use this form to designate a representative for tax purposes.
How to Submit	The completed form should be submitted to the state tax agency, either by mail or electronically, depending on the state's submission guidelines.
Duration of Authority	The authority granted by the form remains effective until revoked by the taxpayer or until a specified expiration date, if included.
Required Information	The form typically requires the taxpayer's details, the representative's information, and a signature to validate the authorization.

Guide to Using Tax POA form dr 0145

After obtaining the necessary Tax POA form DR 0145, ensure that you gather the required information and documentation before starting. This is important to make the process easier and more efficient. Follow these steps to fill out the form accurately.

Begin by writing the taxpayer's full name in the designated section at the top of the form.
Provide the taxpayer's Social Security number (SSN) or Employer Identification Number (EIN) in the next field.
Next, include the taxpayer's address, ensuring that it is current and complete.
Identify the representative who will be authorized to act on behalf of the taxpayer by filling in their full name.
Enter the representative's phone number and address in the indicated spaces.
Specify the type of tax for which the Power of Attorney is granted. Be sure to check the correct box.
In the area provided, state the specific tax years or periods that the Power of Attorney covers.
Sign and date the form at the bottom, ensuring that the signature corresponds to the name of the taxpayer listed above.
If applicable, the representative should also sign the form in the designated space.

Once the form is completed, review it for any errors or missing information. After confirming that everything is accurate, you can submit it according to the instructions provided by the tax authority. This will help ensure that the representative can effectively assist you with your tax matters.

Get Answers on Tax POA form dr 0145

What is the Tax POA form DR 0145?

The Tax Power of Attorney (POA) form DR 0145 is a legal document utilized in the context of state taxes. This form allows individuals to appoint someone else to act on their behalf in matters related to their taxes. Typically, this agent could be a tax advisor, accountant, or attorney. By using this form, taxpayers grant permission for their designated representative to access and manage their tax information, correspond with tax authorities, and handle tax-related matters.

How do I complete the Tax POA form DR 0145?

Completing the Tax POA form DR 0145 requires you to provide specific information. First, you need to fill in your personal information, such as your name, address, and Social Security number or taxpayer identification number. Next, you will enter the information for the person you are designating as your agent, including their name and address. It's crucial to ensure accuracy in these details to avoid any issues. After all necessary fields are filled out, you must sign and date the form. Make sure to keep a copy for your records. Finally, submit the completed form to the relevant tax authority for processing. You can check the tax authority's website for submission guidelines.

Who can act as my representative using this form?

Any individual who has the legal capacity to act can be designated as your representative under the Tax POA form DR 0145. This includes, but is not limited to:

Certified public accountants (CPAs)
Attorneys
Tax preparers
Family members or friends, if you trust their judgment

It’s important to choose someone knowledgeable about tax issues to ensure that your financial interests are well-represented.

Is there a fee associated with filing the Tax POA form DR 0145?

Generally, there is no fee for submitting the Tax POA form DR 0145 itself to the tax authority. However, if you choose to engage the services of a tax professional, they may charge fees for their representation. It's wise to inquire about potential costs upfront, so you are fully aware before proceeding. Always consider the potential benefits of expert representation when evaluating any fees involved.

Common mistakes

Filling out the Tax Power of Attorney (POA) Form DR 0145 can be straightforward, but many individuals make common mistakes that can lead to complications. One frequent error is incomplete information. When entering details about the designated representative, it's crucial to provide a full name, address, and identification number. Missing any of these elements can delay processing or even invalidate the form.

An additional mistake is using outdated versions of the form. Tax regulations and forms can change frequently. Therefore, it’s essential to ensure that you have the most current version of Form DR 0145. Using an outdated form runs the risk of submitting incorrect or irrelevant information to the tax authorities.

Another common pitfall is failing to sign the form. This might seem trivial, but without a signature, the form cannot be processed. Both the taxpayer and the representative must sign where indicated. Neglecting this step can lead to unnecessary delays or even a rejection of the form.

Some individuals forget to specify the power they are granting. The POA can allow various levels of authority, from limited to broad. Clearly defining the powers intended helps avoid misunderstandings and ensures that the representative can act effectively on your behalf.

Rushing through the details can lead to errors in names or numbers. It's essential to double-check to avoid typos, especially in the taxpayer’s Social Security number or the representative’s identification. Such inaccuracies can cause significant problems down the line.

Lastly, not keeping a copy of the completed form can create issues. It’s wise to retain a record for your own reference. Should questions arise later, having that documentation can simplify the resolution process. A little diligence in the beginning can pave the way for a smoother experience overall.

Documents used along the form

The Tax Power of Attorney (POA) form, also known as the DR 0145 form, empowers someone to act on behalf of an individual regarding tax matters. Several other forms and documents are commonly used alongside the Tax POA to facilitate various aspects of tax management and representation. Below is a list of additional forms that may be important in conjunction with the Tax POA.

Form 2848: This is the IRS Power of Attorney and Declaration of Representative form. It allows taxpayers to appoint an individual to represent them before the IRS regarding their tax matters.
Form 4868: This is the Application for Automatic Extension of Time to File U.S. Individual Income Tax Return. Taxpayers use this form to request an extension on their income tax filing deadline.
Form W-4: The Employee's Withholding Certificate helps employees inform their employers how much federal income tax to withhold from their paychecks. Updating this form can have tax implications.
Schedule C (Form 1040): This is used by sole proprietors to report income or loss from a business. It is important for individuals who are self-employed and report business income on their tax returns.
Form 1099: This form reports various types of income other than wages, salaries, and tips. Recipients of income must include this information when filing their taxes.

Understanding these forms can help in managing tax responsibilities more effectively. Each document plays a role in ensuring clear communication and compliance with tax requirements.

Similar forms

The Tax POA form DR 0145 is used for appointing a representative to handle tax matters on behalf of an individual. This form has similarities with several other legal documents. Here are five documents that share commonalities:

Durable Power of Attorney: This document allows an individual to appoint someone to make financial or legal decisions on their behalf, similar to how the Tax POA enables tax-related decision-making.
Limited Power of Attorney: This form grants authority for specific tasks or a set period. It differs from the Tax POA but similarly empowers a representative to act in designated areas.
Health Care Proxy: This document allows an individual to designate someone to make medical decisions if they become incapacitated. Like the Tax POA, it involves granting authority to another person.
Account Authorization Form: This form is used to grant access to an individual’s financial accounts to another person. The purpose is similar: allowing someone to act on your behalf in related matters.
Release of Information Form: This document permits a third party to obtain specific information on behalf of another person. It is similar in that it authorizes someone else to handle sensitive matters, though the scope may vary.

Dos and Don'ts

When filling out the Tax Power of Attorney (POA) Form DR 0145, there are important dos and don'ts to consider. Following these guidelines will help ensure that the form is completed accurately and processed efficiently.

Do provide accurate personal information, including your name, address, and Social Security number.
Do specify the tax matters and tax years for which the POA is being granted.
Do read the instructions carefully before filling out the form.
Do sign and date the form to validate it.

Don't leave any required fields blank; incomplete forms can delay processing.
Don't use incorrect identification numbers or omit necessary documentation.
Don't forget to check all relevant boxes that apply to the authority you are granting.
Don't submit the form without keeping a copy for your records.

Misconceptions

When dealing with the Tax Power of Attorney (POA) Form DR 0145, various misconceptions can arise. It's important to clarify these misunderstandings to navigate the tax process effectively. Below is a list of common misconceptions along with explanations.

The form is only necessary for business owners. Many individuals mistakenly believe that only business owners need a Tax POA form. In reality, anyone can benefit from having a representative handle their tax matters.
Filing this form means giving up control over my taxes. Submitting a Tax POA does not mean you relinquish control. You can still oversee your tax affairs and revoke the POA whenever you choose.
The form is only required for complex tax issues. While the Tax POA can be helpful for complicated situations, it is also suitable for straightforward scenarios. Even basic questions or issues can be effectively managed by a representative.
Once submitted, the Tax POA form lasts indefinitely. This is not true. A Tax POA remains in effect until you revoke it or the IRS accepts your request to terminate the authorization.
My representative must be a tax professional. You can appoint anyone as your representative, including a family member or friend, as long as they meet IRS requirements.
The form is too complicated to fill out. While it may seem daunting at first, the form is designed to be user-friendly. Many resources are available to guide you through the process.
Filing the form guarantees an audit will not happen. Unfortunately, submitting a Tax POA does not ensure that an audit will be avoided. Audits are based on various factors beyond simply having a representative.
Once I submit this form, my representative can do whatever they want. Your representative can only act on the matters you specify in the form. Their authority is limited to what you have outlined.
It’s a one-size-fits-all form. Each individual's tax situation is unique. Adjustments can and should be made to ensure the form aligns with your specific needs and circumstances.

Understanding these misconceptions is crucial. By clearing up the confusion surrounding the Tax POA Form DR 0145, individuals can make informed choices about their tax representation.

Key takeaways

Filling out and utilizing the Tax POA (Power of Attorney) form DR 0145 can be a crucial step in ensuring your tax affairs are managed efficiently. Here are five key takeaways to keep in mind when working with this important document.

Clear Identification: Make sure to accurately fill in the taxpayer's information. This includes their name, Social Security number, and address. Errors can lead to delays in processing.
Authorized Representative: Choose a representative wisely. This person will have the authority to handle your tax matters, so it’s important that you trust them fully.
Scope of Authority: Understand the extent of the powers granted. The form allows you to specify which tax matters your representative can handle, providing a balance between control and assistance.
Validity Period: Be aware that the authority granted does not last indefinitely. Know the timeframe during which your representative can act on your behalf, as this may affect their ability to assist you.
Filing Requirements: After completing the form, ensure it is submitted correctly to the appropriate tax authority. This step is vital for the enforcement of the powers you have designated.

By keeping these takeaways in mind, you can navigate the process of using the Tax POA form DR 0145 more effectively, protecting your interests and ensuring clarity in tax representation.