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The Tax Power of Attorney General 58 form, commonly referred to as the POA gen-58, is a crucial tool for individuals and businesses alike when it comes to managing tax-related matters. This form authorizes another individual, known as the representative, to act on behalf of the taxpayer before the Internal Revenue Service (IRS). It provides the necessary framework for granting authority to handle various activities, such as filing returns, receiving confidential tax information, and making decisions regarding tax liabilities. One of the standout features of the POA gen-58 is its flexibility, allowing for both limited and broad scopes of representation. Regardless of individual circumstances, whether you are micro-managing small business taxes or navigating complex personal tax issues, the POA gen-58 serves as a vital mechanism to simplify interactions with the IRS. With the right information filled in, it becomes a powerful way to delegate responsibilities, ensure compliance, and maintain peace of mind during tax season and beyond.
Tax POA gen-58 Example
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Power of Attorney |
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and Declaration of Representative |
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North Carolina Department of Revenue |
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P. O. Box 25000, Raleigh, NC |
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Fax: |
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Power of Attorney (Please type or print.) |
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I Part 1. |
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1Taxpayer Information (Taxpayer(s) must sign and date this form on page 2, line 7.)
Taxpayer name(s) and address |
Social security number(s) |
Fed Employer ID Number |
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Daytime telephone number
hereby appoint(s) the following representative(s) as
2Representative(s) (Representative(s) must sign and date this form on page 2, Part 2.)
Name and address
Telephone No.
Fax No.
Name and address
Telephone No.
Fax No.
Name and address
Telephone No.
Fax No.
to represent the taxpayer(s) before the North Carolina Department of Revenue for the following matters:
3Tax Matters You may list any tax years or periods that have already ended as of the date you sign the power of attorney. You may include future tax years or periods that end no later than 3 years after the date the power of attorney is received by the Department of Revenue.
Type of Tax (Individual, Corporate, Sales, etc.)
Year(s) or Period(s)
4Acts Authorized. - The representatives are authorized to receive and inspect confidential tax information, which may include federal tax information, and to perform any and all acts that I (we) can perform with respect to the tax matters described on line 3, for example, the authority to sign any agreements, consents, or other documents. For purposes of this section, federal tax information is defined as federal tax returns and return information received from the Internal Revenue Service.
List any specific additions or deletions to the acts otherwise authorized in this power of attorney:
Page 2
Gen. 58
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Department’s homepage for a list of the online services for businesses that require login to the |
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PLEASE CHECK THIS BOX IF YOUR REPRESENTATIVE WILL CREATE AN |
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SERVICES ON YOUR BEHALF |
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6Retention/Revocation of Prior Power(s) of Attorney. - The filing of this power of attorney automatically revokes all earlier power(s) of attorney on file with the Department of Revenue for the same tax matters and years or periods covered by this document. If you do not
want to revoke a prior power of attorney, check here |
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YOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT. |
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7Signature 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/person, executor, representative, 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 NOT SIGNED AND DATED, THIS POWER OF ATTORNEY WILL BE RETURNED.
Signature |
Date |
Title (if applicable) |
Print Name |
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Signature |
Date |
Title (if applicable) |
Print Name |
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Part 2.
Declaration of Representative
Under penalties of perjury, I declare that:
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I am authorized to represent the taxpayer(s) identified in Part 1 for the tax matter(s) specified there; and |
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I am one of the following: |
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a Attorney - a member in good standing of the bar of the highest court of the jurisdiction shown below. |
bCertified Public Accountant - duly qualified to practice as a certified public accountant in the jurisdiction shown below.
cEnrolled Agent - Enrolled as an agent under the requirements of Treasury Department Circular No. 230.
dOfficer - a bona fide officer of the taxpayer’s organization.
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fFamily Member - a member of the taxpayer’s immediate family (i.e., spouse, parent, child, brother, or sister).
gOther (explain) -
►IF THIS DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED, THE POWER OF ATTORNEY WILL BE RETURNED.
Designation - Insert
above letter
Jurisdiction (state) or Enrollment Card No.
Signature
Date
File Breakdown
| Fact Name | Description |
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| Purpose | The Tax POA gen-58 form allows individuals to designate a representative to handle tax matters on their behalf. |
| Governing Law | This form is governed by state tax laws, specifically the Department of Revenue regulations applicable in the respective state. |
| Eligibility | Any individual or business entity can complete the form to appoint a representative for tax-related communications. |
| Submission Method | The completed form can typically be submitted online, via mail, or in-person, depending on state guidelines. |
| Effectiveness | The authorization remains in effect until revoked by the taxpayer or until the representative no longer qualifies. |
Guide to Using Tax POA gen-58
Filling out the Tax POA gen-58 form is an essential step if you need to authorize someone to represent you regarding your tax matters. Once you've completed the form, your designated representative will be able to act on your behalf during interactions with the tax authorities. To ensure everything goes smoothly, follow these simple steps.
- Obtain the Form: Start by downloading the Tax POA gen-58 form from the appropriate tax authority's website or by visiting their office.
- Provide Your Information: Fill in your name, address, and contact information at the top of the form. Accurate details are important.
- Identify the Representative: Enter the representative's name, address, and contact information. This person will act on your behalf.
- Specify the Tax Matters: Clearly indicate the types of tax matters or specific periods you are authorizing the representative to handle.
- Sign the Form: Your signature is crucial. Sign and date the form to make it valid.
- Check for Errors: Review the completed form to ensure all information is accurate and complete.
- Submit the Form: Send the signed form to the tax authority as instructed, either electronically if allowed or by mailing it to the appropriate address.
After submitting your Tax POA gen-58 form, keep a copy for your records. Depending on the tax authority's processing times, you may want to allow some time before checking the status or following up on your authorization.
Get Answers on Tax POA gen-58
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What is the Tax POA gen-58 form?
The Tax POA gen-58 form is a Power of Attorney document specifically designed for tax-related matters. It allows an individual to authorize another person to represent them before tax authorities. This form is essential for individuals or businesses seeking assistance or representation regarding their tax obligations.
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Who can be appointed as a representative using the Tax POA gen-58 form?
Any individual or business can serve as a representative. This may include tax professionals, accountants, attorneys, or any other person deemed appropriate by the taxpayer. It is important that the chosen representative is qualified to handle tax matters.
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How do I complete the Tax POA gen-58 form?
To complete the form, you need to provide specific information including:
- Your name and contact information.
- The name and contact information of the appointed representative.
- Details of the tax matters you are granting authority over.
- Your signature and date of signing.
Ensure all information is accurate to avoid delays in processing.
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Is there a fee associated with submitting the Tax POA gen-58 form?
There are no direct fees for submitting the Tax POA gen-58 form to tax authorities. However, fees may arise if you seek assistance from a tax professional to help prepare the form or provide representation.
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How long is the Tax POA gen-58 form valid?
The validity of the Tax POA gen-58 form typically lasts until you revoke it or until the conclusion of the tax matter specified in the form. Review the document periodically to ensure it remains in line with your current needs.
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Can I revoke the Tax POA gen-58 form once it is submitted?
Yes, you can revoke the Tax POA gen-58 form at any time. To do this, you must submit a written notice of revocation to the tax authority. It is advised to inform your appointed representative as well.
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What should I do if I need to change my representative?
If you need to change your representative, you must complete a new Tax POA gen-58 form to authorize a different person. The previous representation will remain in effect until you submit the new form or revoke the original form.
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Can I appoint multiple representatives using the Tax POA gen-58 form?
Yes, it is possible to appoint multiple representatives. This can be done by providing the names and contact information of each representative on the form. Make sure they are all aware of their roles in handling your tax matters.
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Where should I submit the Tax POA gen-58 form?
The completed Tax POA gen-58 form should be submitted to the relevant tax authority handling your tax matters. This could include federal, state, or local agencies, depending on the nature of the tax issue.
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How can I check the status of my Tax POA gen-58 form?
To check the status of your submitted Tax POA gen-58 form, you may contact the tax authority directly. Have your details ready, as they may require specific information to locate your submission. This can usually be done via phone or online inquiry, depending on the agency's services.
Common mistakes
Filling out the Tax Power of Attorney (POA) form GEN-58 can be a straightforward process, yet many people encounter pitfalls. One common mistake is not providing enough personal information. Accurate details such as your full name, address, and Social Security number are vital. Omitting any of this information can lead to delays or complications in processing.
Another frequent error occurs when individuals fail to sign and date the form. A signature not only verifies that you authorize someone to act on your behalf but also marks the date when the power of attorney becomes effective. Without this, the form is incomplete and may be rejected.
Furthermore, choosing the wrong representative can create issues. People sometimes select an individual who is not qualified or who does not have the necessary knowledge about tax matters. This decision can complicate communication with the IRS and affect the outcome of important tax decisions.
Moreover, some individuals neglect to review the form thoroughly before submitting it. Simple errors such as typos or incorrect numerical entries can have significant consequences. A careful review can prevent misunderstandings or additional correspondence from the IRS.
Many also underestimate the importance of specifying the powers being granted. Failing to clearly outline what actions your representative can take might lead to unauthorized actions. It's essential to be precise to ensure that your representative can perform their duties effectively.
Additionally, not keeping a copy of the completed form is a common oversight. Retaining a copy allows you to track what has been authorized should any questions arise in the future. Documentation can clarify intentions and provide proof of what was agreed upon.
Another mistake involves not updating the POA when necessary. Life changes such as moving or changing representatives require an updated form. Neglecting to do this can result in confusion regarding who has the authority to make decisions about your tax matters.
Inconsistent naming conventions can also cause problems. Sometimes, individuals will refer to their representative by one name on the form but use another abbreviation in other documents. Keeping names consistent on all paperwork is crucial for clear communication with tax authorities.
Lastly, missing the submission deadline can result in complications. Each POA form may come with specific timelines. Submitting it late can lead to complications in handling your tax affairs, creating unnecessary stress.
Documents used along the form
When dealing with tax matters, the Tax POA Gen-58 form is just one of the documents you might need. Here are some other important forms and documents commonly used alongside it, which can help facilitate your interactions with the IRS.
- Form 2848: This is the IRS Power of Attorney and Declaration of Representative. It allows a designated individual to represent you before the IRS on tax matters.
- Form 4506: Request for Copy of Tax Return. Use this form to request a copy of previous tax returns for your records or for another party.
- Form 4506-T: Request for Transcript of Tax Return. This form is used to request a summary of tax return information without getting a full copy.
- Form 1040: The individual income tax return form. If you file taxes as an individual, this is the primary form you will submit.
- Form W-2: Wage and Tax Statement. Employers use this form to report wages paid and taxes withheld for each employee.
- Form 1099: This form reports income other than wages, salaries, and tips. Freelancers or independent contractors typically receive this form to report their income.
Understanding these forms can simplify the tax process and ensure that you have all necessary documentation when dealing with the IRS. Staying organized and informed can make a significant difference in managing your tax obligations effectively.
Similar forms
- IRS Form 2848 (Power of Attorney and Declaration of Representative): This document allows a taxpayer to designate a representative to act on their behalf before the IRS. Both forms enable representatives to handle tax matters effectively, providing similar authority to negotiate and communicate with tax officials.
- State Power of Attorney Forms: Many states have their own power of attorney forms that grant individuals the right to manage tax affairs within that state. Like the Tax POA gen-58 form, state forms empower the selected representative to act on behalf of the taxpayer in legal and financial matters, ensuring compliance with state tax laws.
- IRS Form 8821 (Tax Information Authorization): This form allows a taxpayer to authorize another party to receive certain tax information from the IRS. Unlike a power of attorney, it does not grant the authority to represent the taxpayer in disputes, but it does share information similarly.
- Durable Power of Attorney (DPOA): A durable power of attorney remains effective even if the person granting it becomes incapacitated. This document, like the Tax POA gen-58 form, provides an agent with the authority to act on behalf of another, making vital decisions related to their financial affairs.
Dos and Don'ts
When filling out the Tax POA gen-58 form, it's important to follow specific guidelines to ensure the process goes smoothly. Here are some essential do's and don'ts:
- Do review the instructions thoroughly before starting.
- Don't leave any blanks on the form unless specified.
- Do provide accurate information for yourself and the representative.
- Don't use abbreviations or nicknames when filling out names.
- Do double-check your Social Security number for accuracy.
- Don't forget to sign and date the form where required.
- Do keep a copy of the completed form for your records.
- Don't submit the form via email unless permitted by the IRS.
Misconceptions
Understanding the Tax POA (Power of Attorney) gen-58 form can be challenging. Let's clarify some common misconceptions regarding this essential document.
- Misconception 1: The Tax POA form is only needed for wealthy individuals.
- Misconception 2: Signing the form gives up all your tax rights.
- Misconception 3: You can only authorize one person at a time.
- Misconception 4: Filing the form is a cumbersome process.
- Misconception 5: This form is only applicable for federal tax matters.
- Misconception 6: Once submitted, the form cannot be revoked.
This is false. Anyone can benefit from using this form, regardless of income. It is designed to allow a trusted representative to handle tax matters on your behalf, which can be crucial for anyone facing tax issues.
Some believe that granting power of attorney relinquishes their rights. However, this form merely allows your representative to act in your stead; your rights remain intact.
This is not accurate. The Tax POA gen-58 form allows for multiple representatives, granting them the authority to act together or independently as specified in the document.
Although it may seem daunting, filing the Tax POA gen-58 form is typically straightforward. Clear instructions guide you through the process, and assistance is available if needed.
Many think the Tax POA gen-58 form is limited to federal taxes. In reality, it can be used for both state and federal tax issues, making it a versatile tool.
Contrary to this belief, you have the right to revoke the Power of Attorney at any time, as long as the appropriate procedures are followed. Maintaining control is essential, and the law supports your ability to modify or withdraw consent.
By unraveling these misconceptions, individuals can make informed decisions regarding their tax representation and empower themselves in financial matters.
Key takeaways
The Tax POA gen-58 form is used to authorize a representative to act on behalf of an individual in tax matters.
Completing the form requires accurate information, including the taxpayer's identification details and the representative’s credentials.
Signatures of both the taxpayer and the representative are necessary for the form to be valid.
Once submitted, the authorization allows the representative to receive information, communicate with the tax authority, and represent the taxpayer in hearings.
It is essential to file the form with the appropriate tax authority to ensure that the representative is granted authority without delay.