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The Tax Power of Attorney (POA) Form R-7006 is a crucial document that grants an individual the authority to act on behalf of another person in tax matters. This form is especially important for those needing assistance with federal and state tax obligations, whether due to personal circumstances or complexities involved in tax law. By completing and submitting the R-7006 form, a taxpayer explicitly allows their designated representative—such as an attorney, accountant, or any trusted individual—to communicate with tax authorities, obtain tax information, and make decisions regarding their tax filings. It streamlines the often-complicated process of managing tax affairs, ensuring that the chosen representative can operate effectively on behalf of the taxpayer. Furthermore, by using this form, individuals can specify the scope of authority granted, such as whether it includes all tax matters or is limited to specific issues. It’s essential to complete the form accurately and to keep it updated, as a change in circumstances or representation may necessitate a new POA to avoid any potential complications with tax liabilities. As taxpayers navigate their obligations, understanding the role and functionality of Form R-7006 can significantly ease the burden of compliance and facilitate a smoother interaction with the taxing authorities.

Tax POA form r-7006 Example

R-7006 (1/11)

LOUISIANA

Power of Attorney and Declaration of Representative

DEPARTMENT of REVENUE

PART I. POWER OF ATTORNEY

 

 

 

 

Taxpayer(s) must sign and date this form on page 2.

 

 

PLEASE TYPE OR PRINT.

 

 

 

 

Your Name or Name of Entity

Spouse’s Name, if a joint return (or corporate officer, partner or fiduciary, if a business)

 

 

 

 

Street Address

City

 

State

ZIP

 

 

I

 

I

Social Security/Louisiana or Federal ID Number

Spouse’s Social Security Number (if a joint return)

I

I/we appoint the following representative as my/our true and lawful agent and attorney-in-fact to represent me/us before the Louisiana Department of Revenue. The representative is authorized to receive and inspect confdential information concerning my/our tax matters, and to perform any and all acts that I/we can perform with respect to my/our tax matters, unless noted below. Modes of communication for requesting and receiving information may include telephone, e-mail, or fax. The authority does not include the power to receive refund checks, the power to substitute another rep- resentative, the power to add additional representatives, or the power to execute a request for disclosure of tax returns or return information to a third party.

Representative must sign and date this form on page 2, Part II.

Name

Firm

Street Address

City

State

ZIP

 

I

I

Telephone Number

 

(

)

 

 

 

 

Fax number

 

 

(

)

 

E-mail Address

Acts Authorized. Mark only the boxes that apply. By marking the boxes, you authorize the representative to perform any and all acts on your behalf, including the authority to sign tax returns, with respect only to the indicated tax matters:

Tax Type

Year(s) or Period(s)

Tax Type

Year(s) or Period(s)

Individual income tax

 

Sales and use tax

 

 

 

Corporate income/franchise tax

 

Withholding tax

 

 

 

Special Fuels tax

 

Gasoline tax

 

 

 

Tobacco tax

 

Other (Please specify.)

 

 

 

DELETIONS. Mark or list any specifc deletions to the acts otherwise authorized in this power of attorney.

Sign the return(s) for the above tax matters.

Execute an agreement to suspend prescription of tax. File a protest to a proposed assessment.

Execute offers in compromise or settlements of tax liability.

Represent the taxpayer before the department in any proceeding, including protest hearings. Obtain a private letter ruling on behalf of the taxpayer.

Other prohibited acts. (List prohibited acts.) _____________________________________________________________________________________________________________

R-7006 (1/11)

Page 2

NOTICES AND COMMUNICATIONS. Original notices and other written communications will be sent only to you, the taxpayer. Your representative may request and receive information by telephone, e-mail or fax. Upon request, the representative may be provided with a copy of a notice or communication sent to you. If you want the representative to request and receive a copy of notices and communications sent to you, check this box.

REVOCATION OF PRIOR POWER(S) OF ATTORNEY. Except for Power(s) of Attorney and Declaration of Representative(s) fled on Form R-7006 (1/11), the fling of this Power of Attorney automatically revokes all earlier Power(s) of Attorney on fle with the Louisiana Department of Revenue for the same tax matters and years or periods covered by this document.

Signature of Taxpayer(s). If a tax matter concerns a joint return, both husband and wife must sign if joint representation is requested. If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, or trustee on behalf of the taxpayer, I certify that I have the authority to execute this form on behalf of the taxpayer.

IF THIS POWER OF ATTORNEY IS NOT SIGNED AND DATED, IT WILL BE RETURNED.

_______________________________________________________________________________________________________________________________________

______________________________

Taxpayer signature

 

Date (mm/dd/yyyy)

____________________________________________________________________________________________________________________________________________

_________________________________

Spouse signature

 

Date (mm/dd/yyyy)

_________________________________________________________________________________

_______________________________________________________

_________________________________

Signature of duly authorized representative, if the taxpayer

Title

Date (mm/dd/yyyy)

is a corporation, partnership, executor or administrator

 

 

Part II. DECLARATION OF REPRESENTATIVE

Under penalties of perjury, I declare that:

I am not currently under suspension or disbarment from practice before the Internal Revenue Service.

I am authorized to represent the taxpayer(s) identified in Part I for the tax matters specified there; and

I am one of the following: (insert applicable letter in table below)

a.Attorney—a member in good standing of the highest court of the jurisdiction shown below.

b.Certified Public Accountant—duly qualified to practice as a certified public accountant in the jurisdiction shown below.

c.Enrolled Agent—a person enrolled to practice before the Internal Revenue Service.

d.Officer—a bona fide officer of the taxpayer organization.

e.Employee—an employee of the taxpayer.

f.Family Member—a member of the taxpayer’s immediate family (state the relationship, i.e., spouse, parent, child, brother, or sister).

g.Other (state the relationship, i.e., bookkeeper or friend)

h.Former Louisiana Department of Revenue Employee. As a representative, I cannot accept representation in a matter with which I had direct involvement while I was a public employee.

IF THIS DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED, THE POWER OF ATTORNEY WILL BE RETURNED.

Designation-Insert Above Letter (a-h)

State Issuing

License

State License Number

Signature

Date

(mm/dd/yyyy)

I

I

I

I

I

File Breakdown

Fact Name Details
Purpose The IRS Form 7006 allows taxpayers to designate a power of attorney to represent them before the IRS.
Eligibility Individuals and entities, including corporations and partnerships, can use this form to appoint an attorney or other authorized representative.
Filing Requirement Taxpayers must submit Form 7006 to the IRS to allow their appointed representative access to tax information.
Revocation Taxpayers can revoke the power of attorney by submitting a new Form 7006 or a written statement that clearly states the revocation.
State-Specific Forms Many states have their own power of attorney forms that govern tax matters, such as the California Power of Attorney (Form FTB 3520) under the California Revenue and Taxation Code.
Timeframe Once submitted, the IRS typically processes the Form 7006 within a few weeks, but processing times may vary based on workload.
Signature Requirement The taxpayer must sign the form, and if the representative is an entity, an authorized individual must also sign to validate the appointment.

Guide to Using Tax POA form r-7006

Completing the Tax POA Form R-7006 is essential for granting someone the authority to act on your behalf concerning tax matters. To ensure a smooth process, follow these steps carefully to fill out the form correctly.

  1. Obtain the Tax POA Form R-7006 from the official IRS website or your local tax office.
  2. In the first section, provide your full name, address, and Social Security Number (SSN) or Employer Identification Number (EIN).
  3. Next, clearly identify the representative you are designating by entering their name, address, and phone number in the designated fields.
  4. Specify the tax matters the representative will handle. This can include various types of taxes, such as income, estate, or gift taxes.
  5. For the designation of the year(s) or period(s), fill in the appropriate tax years or periods for which the power of attorney is valid.
  6. Sign and date the form at the bottom. Your signature is necessary for validation.
  7. If you are filling this out on behalf of a business, make sure to have an authorized person sign it. Include their title as well.
  8. Finally, send the completed form to the appropriate IRS office or state tax agency, following any specific submission guidelines they provide.

Get Answers on Tax POA form r-7006

What is the Tax POA Form R-7006?

The Tax POA Form R-7006 is a Power of Attorney document used in the United States for tax purposes. It allows one person, referred to as the agent, to represent another individual or entity, known as the principal, in matters related to federal or state taxes. This form ensures that the agent has the authority to discuss and resolve tax issues on behalf of the principal.

Who should use the Tax POA Form R-7006?

This form is ideal for individuals or businesses that require assistance from a tax professional or attorney. If you are unable to handle your tax matters due to time constraints or lack of expertise, consider appointing an agent to act on your behalf using the R-7006 form.

How do I complete the Tax POA Form R-7006?

To complete the R-7006 form:

  1. Provide your personal information, including your name, address, and taxpayer identification number.
  2. Fill in the agent's information, ensuring their name, address, and professional credentials are accurate.
  3. Specify the tax matters that your agent can handle, including any relevant tax years or types of tax.
  4. Sign and date the form to validate your authorization.

How do I submit the Tax POA Form R-7006?

After filling out the form, submit it to the appropriate tax authority, either at the federal or state level. Make sure to keep a copy for your records. You may need to also provide additional documents, depending on the specific requirements of the tax authority you are dealing with.

How long is the Tax POA Form R-7006 valid?

The Tax POA Form R-7006 remains valid until you revoke it or until the specific assignment is completed. You can revoke the authorization at any time, but be aware that the revocation must be communicated to both the agent and the relevant tax authority.

Can I revoke the Tax POA Form R-7006?

Yes, you can revoke the R-7006 form at any time. To do so, you must complete a revocation document and notify your agent as well as the tax authority. Be sure to follow any specific guidelines provided by the tax authority for revocation to ensure proper processing.

What happens if I don’t authorize a Tax POA?

If you do not authorize a Tax POA, you will need to handle all tax matters yourself. This includes filing returns, responding to notices, and addressing any disputes with the tax authorities, which can be time-consuming and complex without professional assistance.

Can multiple agents be appointed using the Tax POA Form R-7006?

The form allows for the appointment of one primary agent. However, you can specify alternate agents if needed. It is essential to clearly outline their roles and responsibilities in the form to avoid any confusion regarding authority.

Common mistakes

When completing the Tax Power of Attorney (POA) Form R-7006, individuals often encounter a range of common mistakes that can complicate the process. Awareness of these pitfalls can help ensure a smoother experience.

One frequent error is failing to include the correct taxpayer identification number. Providing either an incorrect number or omitting it altogether can lead to delays or rejection of the form. It’s crucial to double-check this information before submission.

Another mistake is neglecting to sign the form. A signature is not just a formality; it validates the document. Without it, the form may not be accepted. Always remember to sign and date where indicated.

Many people also overlook the importance of specifying the scope of the authority granted. The form allows for varied levels of authorization, and not clearly defining this can cause misunderstandings later on. Take the time to specify what the representative is allowed to do on your behalf.

Incomplete or incorrect contact information for the representative is another common issue. Make sure to provide accurate details for the individual who will act on your behalf. This includes their name, address, and phone number, as well as any applicable credentials.

Some individuals forget to indicate whether the authority is to be effective immediately or whether it should begin at a later date. Clarity on this point is essential; otherwise, it may lead to confusion or unwanted complications.

Additionally, confusion often arises around the duration of the Tax POA. Individuals sometimes leave this section blank or do not specify an end date. It’s beneficial to clarify how long the authorization is intended to last to prevent any issues down the line.

Failing to keep a copy of the submitted form is a mistake worth avoiding. Retaining a copy ensures that you have a record of what was submitted and serves as helpful documentation if questions arise later.

Another common error involves misunderstanding the needs of the IRS. Individuals may mistakenly believe they need a POA for all matters when it may only apply to specific tax issues. Understanding the requirements can reduce the likelihood of submitting unnecessary forms.

Lastly, some individuals mistakenly assume that the form does not require any additional documentation. However, certain situations may require you to include supplementary information. Being thorough in your submission can help avoid complications.

Documents used along the form

The Tax Power of Attorney (POA) form R-7006 allows individuals to grant someone else the authority to handle their tax matters. In conjunction with the R-7006 form, various other documents may also be required or useful. Below is a list of common forms and documents often used alongside the R-7006. Each item is described to provide clarity on its purpose.

  • IRS Form 2848 (Power of Attorney and Declaration of Representative): This form allows taxpayers to authorize a representative to act on their behalf before the IRS. It is similar to the R-7006 but used for federal tax matters.
  • IRS Form 4506-T (Request for Transcript of Tax Return): Use this form to request a transcript of tax returns or other tax documents from the IRS. This can help your representative gather necessary information.
  • IRS Form 1040 (U.S. Individual Income Tax Return): This is the standard form used by individuals to file their annual income tax returns with the IRS. It's important for providing a complete overview of an individual's financial situation.
  • IRS Form W-9 (Request for Taxpayer Identification Number and Certification): This form is used to provide your correct Taxpayer Identification Number (TIN) to the person requesting it, which is often necessary for tax reporting purposes.
  • IRS Form 8821 (Tax Information Authorization): This form allows an individual to authorize a third party to receive or inspect their tax information without granting them full power of attorney.
  • State Tax POA Forms: Many states have their own power of attorney forms for tax matters. Check with your state’s tax authority for the relevant documentation.
  • Form 9465 (Installment Agreement Request): Use this form to request a payment plan for any taxes owed to the IRS. It can be important for managing tax debts.
  • Form 1023 (Application for Recognition of Exemption Under Section 501(c)(3)): Non-profit organizations may need to file this form to obtain tax-exempt status, relevant if your representative is handling non-profit tax matters.
  • Proof of Identity Documents: Documents such as a driver's license, passport, or Social Security card may be needed to confirm identity when submitting the R-7006 or related forms.
  • Correspondence from the IRS or State Tax Authority: Any letters or notices received from tax authorities can provide essential context or address specific issues related to the taxpayer's account.

Ensuring all necessary documents are prepared and submitted alongside the Tax POA form R-7006 is crucial for effective tax representation. Carefully review each document's purpose and use them as needed to simplify interactions with tax authorities.

Similar forms

  • IRS Form 2848: This document, known as the Power of Attorney and Declaration of Representative, allows taxpayers to authorize individuals to represent them before the IRS. Similar to the R-7006, it facilitates communication between the taxpayer and the IRS by granting permission to a designated individual.
  • IRS Form 8821: This form, Tax Information Authorization, permits individuals or organizations to receive confidential tax information from the IRS without having the authority to represent the taxpayer. While it provides access to information, it does not grant representation like the R-7006 does.
  • Durable Power of Attorney: A Durable Power of Attorney allows an appointed person to manage financial matters for another individual should they become incapacitated. Like the R-7006, it empowers someone to act on behalf of another but is broader and applicable in various financial contexts.
  • State-Specific Power of Attorney Forms: Many states have their own Power of Attorney forms for specific purposes, such as health care or financial matters. These documents share the fundamental characteristic of designating an individual to act on behalf of another person.
  • Consent for Release of Information: This document grants permission for a third party to access specific medical or financial information. Similar to the R-7006, it allows communication but is limited in scope compared to the more comprehensive powers of the Tax POA form.
  • Trust Agreements: A Trust Agreement allows an individual to transfer assets into a trust managed by a trustee. This relationship, while more complex, involves granting authority similar to the R-7006, where the trustee acts on behalf of the beneficiaries.
  • Legal Guardianship Documents: A legal guardianship designates someone to make decisions for another person, often relating to personal care and welfare. Just like the R-7006, it establishes a framework for representation but is typically used in family law contexts.
  • Healthcare Proxy Forms: A healthcare proxy allows an individual to designate someone to make medical decisions on their behalf. This is akin to the R-7006 in that both documents empower someone to make decisions, although in different realms.

Dos and Don'ts

Here are some important do's and don'ts when filling out the Tax POA Form R-7006:

  • Do provide clear and accurate information in all sections of the form.
  • Do sign and date the form where required to validate it.
  • Don't leave any sections blank; if not applicable, indicate that clearly.
  • Don't use erasers or white-out; any corrections should be initialed.

Misconceptions

The Tax Power of Attorney form, better known as the IRS Form 7006, often encounters misunderstandings. Here are five common misconceptions about this important document:

  1. This form is only for tax professionals. Many believe Form 7006 can only be filled out by professionals. In fact, individuals can authorize anyone to represent them, not just tax practitioners.
  2. Form 7006 must be filed every year. Some think this form needs to be submitted annually. However, it remains valid until revoked or a new form is submitted, meaning it doesn’t need to be renewed each year.
  3. Submitting this form gives the representative full control over finances. This is a common fear. The designation only allows the representative to handle tax-related matters. Financial decisions beyond this are not granted.
  4. Only individuals can use the form. A misconception exists that only individuals can submit Form 7006. In reality, businesses and organizations can also utilize this form to designate representatives to act on their behalf with the IRS.
  5. Form 7006 is difficult to understand. Many perceive the form as complicated. Although it requires careful attention, the language is straightforward, and assistance is readily available for completion.

Understanding these misconceptions is crucial for effective tax representation. Clear information empowers individuals and businesses to navigate their tax obligations confidently.

Key takeaways

When considering the use of the Tax POA Form R-7006, it is essential to understand its purpose and significance. This form allows you to grant authority to another individual to represent you before the tax authorities. Below are key takeaways that can help simplify the process.

  1. The Tax POA Form R-7006 is designed for taxpayers who wish to authorize a representative to handle their state tax matters.
  2. This form should be filled out accurately to ensure that the representative can act on your behalf effectively.
  3. Include your full legal name and any required identifying information, such as your Social Security number or tax ID.
  4. Be sure to provide your representative's name, address, and contact information for proper identification.
  5. You must clearly define the scope of authority you are granting. This helps in determining the specific tasks your representative can perform.
  6. It is advisable to review the form for any errors or omissions before submission to mitigate delays.
  7. Submit the completed form promptly to avoid any potential issues with tax filings and payments.
  8. Keep a copy of the submitted form for your records. Documenting this authorization is critical for future reference.
  9. Once submitted, you may revoke the POA at any time by providing appropriate notice to the tax authority.
  10. Consulting a tax professional might be beneficial if you have questions about the authority you are granting or the implications involved.

Understanding these key points can facilitate a smoother experience when filling out and using the Tax POA Form R-7006, ultimately benefiting both you and your designated representative.