The Tax Power of Attorney (POA) DR 835 form is a legal document that allows individuals to grant someone else the authority to handle their tax matters with the state’s tax department. It's a critical tool for those who need assistance in managing their tax affairs, whether due to absence, health issues, or lack of expertise in tax matters. To ensure your tax matters are handled efficiently and with your best interests in mind, consider filling out the form by clicking the button below.
For anyone navigating the labyrinth of tax responsibilities, understanding the intricacies of specific forms can unlock several doors, one of which is the Tax Power of Attorney (POA) DR 835 form. This critical document grants an individual the authority to make important tax-related decisions on another's behalf. Typically, it comes into play when taxpayers find themselves unable to manage their tax affairs due to various reasons like absence, illness, or unfamiliarity with tax laws. The form outlines the scope of power given, including matters related to tax filings, negotiations with the tax authority, and the ability to access confidential tax information. It's vital for taxpayers to comprehend the depth of authority they are transferring with this form, as well as the responsibilities and limitations that come with it. The Tax POA DR 835 highlights the trust placed in the appointed individual, often a certified professional, to act in the best interest of the person granting the power. Understanding this document's functions, requirements, and potential impact on one's tax matters can significantly ease the often strenuous tax management process.
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DR-835
Florida Department of Revenue
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Florida
R. 10/11
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Effective 01/12
POWER OF ATTORNEY
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and Declaration of Representative
Administrative Code
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Rule 12-6.0015
See Instructions for additional information
PART I - POWER OF ATTORNEY
Section 1. Taxpayer Information. Taxpayer(s) must sign and date this form on Page 2, Part I, Section 8.
Taxpayer name(s) and address(es)
Federal ID no(s). (SSN*, FEIN, etc.)
Florida Tax Registration Number(s)
(Business Part. No., Sales Tax No., R.T. Acct No., etc.)
Contact person
Telephone number (
)
Fax number (
The Taxpayer(s) hereby appoint(s) the following representative(s) as attorney(s)-in-fact:
Section 2. Representative(s). Each representative must be listed individually, and must sign and date this form on Page 2, Part II.
Name and address (include name of frm if applicable)
Telephone number
(
E-mail address:
Cell phone number
To represent the taxpayer(s) before the Florida Department of Revenue in the following tax matters:
Section 3. Tax Matters. Do not complete this section if completing Section 4.
Type of Tax (Corporate, Sales, Reemployment, formerly Unemployment, etc.)
Year(s) / Period(s)
Tax Matter(s) (Tax Audits, Protests, Refunds, etc.)
Section 4. To Appoint a Reemployment Tax (formerly Unemployment Tax) Agent Only. Do not complete Sections 3 and 6 if completing Section 4.
By completing this section, an employer (taxpayer) appoints a representative to act as its Florida reemployment tax agent before the Florida Department of Revenue on a continuing basis and to receive confdential information with respect to mailings, flings, and other tax matters related to the Florida reemployment assistance program law. All other sections of this form (except Sections 3 and 6) must also be completed.
Do not complete Section 4 unless you wish to appoint a reemployment tax agent on a continuing basis.
Agent name
Agent number (required)
Firm name
Federal I.D. No. (required)
Address (if different from above)
Mail Type: See Instructions for explanations. Check one box only. ❑ 1 (Primary) ❑ 2 (Reporting) ❑ 3 (Rate) ❑ 4 (Claim)
Section 5. Acts Authorized.
The representative(s) are authorized to receive and inspect confdential tax information and to perform any and all acts that I (we) can perform with respect to the tax matters described in Section 3 and Section 4 (for example, the authority to sign any agreements, consents, or other documents). Except as otherwise provided, the authority specifcally includes the power to execute waivers of restrictions on assessment or collection of defciencies in tax, to execute consents extending the statutory period for assessment or claims for refund of taxes, and to execute closing agreements under section 213.21, Florida Statutes. This authority does not include the power to endorse or cash warrants, or the power to sign certain returns.
If you want to authorize a representative named in Section 2 to receive (but not to endorse or cash) refund warrants, write the name of the
representative on this line and check the box
u___________________________________________________________________________ ❑
List any specifc limitations or deletions to the acts otherwise authorized in this Power of Attorney.
______________________________________________________________________________________________________________________________________
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Page 2
Florida Tax Registration Number:
Taxpayer Name(s):
Federal Identifcation Number:
•Taxpayer(s) must complete Page 1 of this Power of Attorney or it will not be processed.
Section 6. Notices and Communication. Do not complete Section 6 if completing Section 4.
•Notices and other written communications will be sent to the first representative listed in Part I, Section 2, unless the taxpayer selects one of the options below. Receipt by either the representative or the taxpayer will be considered receipt by both.
a.
If you want notices and communications sent to both you and your representative, check this box
u
❑
b.
If you want notices or communications sent to you and not your representative, check this box
Certain computer-generated notices and other written communications cannot be issued in duplicate due to current system constraints. Therefore, we will send these communications to only the taxpayer at his or her tax registration address.
Section 7. Retention / Nonrevocation of Prior Power(s) of Attorney.
The fling of this Power of Attorney will not revoke earlier Power(s) of Attorney on fle with the Florida Department of Revenue, even for the same tax matters and years or periods covered by this document. If you want to revoke a prior Power of
Attorney, check this box
u ❑
You must attach a copy of any Power of Attorney you wish to revoke.
Section 8. 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 offcer, partner, member/managing member, guardian, tax matters partner/person, executor, receiver, administrator, trustee, or fduciary on behalf of the taxpayer, I declare under penalties of perjury that I have the authority to execute this form on behalf of the taxpayer.
Under penalties of perjury, I (we) declare that I (we) have read the foregoing document, and the facts stated in it are true.
If this Power of Attorney is not signed and dated, it will be returned.
_______________________________________________________________________________________
________________________________________
_________________________________________
Signature
Date
Title (if applicable)
Print name
PART II - DECLARATION OF REPRESENTATIVE
Under penalties of perjury, I declare that:
•I am familiar with the mandatory standards of conduct governing representation before the Department of Revenue, including Rules 12-6.006 and 28-106.107 of the Florida Administrative Code, as amended.
•I am familiar with the law and facts related to this matter and am qualified to represent the taxpayer(s) in this matter.
•I am authorized to represent the taxpayer(s) identified in Part I for the tax matter(s) specified therein, and to receive and inspect confidential taxpayer information.
•I am one of the following:
a.Attorney - a member in good standing of the bar of the highest court of the jurisdiction shown below.
b.Certifed Public Accountant - duly qualifed to practice as a certifed public accountant in the jurisdiction shown below.
c.Enrolled Agent – enrolled as an agent pursuant to the requirements of Treasury Department Circular Number 230.
d.Former Department of Revenue Employee. As a representative, I cannot accept representation in a matter upon which I had direct involvement while I was a public employee.
e.Reemployment Tax Agent authorized in Section 4 of this form.
f.Other Qualifed Representative
•I have read the foregoing Declaration of Representative and the facts stated in it are true.
If this Declaration of Representative is not signed and dated, it will not be processed.
Designation – Insert
Jurisdiction (State) and
Letter from Above (a -f)
Enrollment Card No. (if any)
Made fillable by FormsPal.
POWER OF ATTORNEY INSTRUCTIONS
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Purpose of this form
A Power of Attorney (Form DR-835) signed by the taxpayer and the representative is required by the Florida Department of Revenue in order for the taxpayer’s representative to perform certain acts on behalf of the taxpayer and to receive and inspect confdential tax information. You and your representative must complete, sign, and return Form DR-835 if you want to grant Power of Attorney
to an attorney, certifed public accountant, enrolled agent, former Department employee, reemployment tax agent, or any other qualifed individual. A Power of Attorney is a legal document authorizing someone other than yourself to act as your representative.
You may use this form for any matters affecting any tax administered by the Department of Revenue. This includes both the audit and collection processes. A Power of Attorney will remain in effect until you revoke it. If you provide more than one Power of Attorney with respect to a tax and tax period, the Department employee handling your case will address notices and correspondence relative to that issue to the frst person listed on the latest Power of Attorney.
A Power of Attorney Form is generally not required, if the representative is, or is accompanied by: a trustee, a receiver, an administrator, an executor of an estate, a corporate offcer, or an authorized employee of the taxpayer.
Photocopies and fax copies of Form DR-835 are usually acceptable. E-mail transmissions or other types of Powers of Attorney are not acceptable. Copies of Form DR-835 are readily available by visiting our Internet site (www.foridarevenue.com/forms).
How to Complete Form DR-835, Power of Attorney
PART I POWER OF ATTORNEY
Section 1 – Taxpayer Information
•For individuals and sole proprietorships: Enter your name, address, social security number, and telephone number(s) in the spaces provided. Enter your federal employer identifcation number (FEIN), if you have one. If a joint return is involved, and you and your spouse are designating the same attorney(s)-in-fact, also enter your spouse’s name and social security number, and your spouse’s address if different from yours.
•For a corporation, limited liability company, or partnership: Enter the name, business address, FEIN, a contact person familiar with this matter, and telephone number(s).
•For a trust: Enter the name, title, address, and telephone number(s) of the fduciary, and name and FEIN of the trust.
•For an estate: Enter the name, title, address, and telephone number(s) of the decedent’s personal representative, and the name and identifcation number of the estate. The identifcation number for an estate includes both the FEIN if the estate has one and the decedent’s social security number.
•For any other entity: Enter the name, business address, FEIN, and telephone number(s), as well as the name of a contact person familiar with this matter.
•Identifcation Number: The Department may have assigned you a Florida tax registration number such as a sales tax number, a reemployment tax account number, or a business partner number. These numbers further assist the Department in identifying your particular tax matter, and you should enter them in the appropriate box. If you do not provide this information, the Department may not be able to process the Power of Attorney.
Section 2 – Representative(s)
Enter the individual name, frm name (if applicable), address, telephone number(s), and fax number of each individual appointed as attorney-in-fact and representative. If the representatives have the same address, simply write “same” in the appropriate box. If you wish to appoint more than three representatives, you should attach a letter to Form DR-835 listing those additional individuals.
Section 3 – Tax Matters
Enter the type(s) of tax this Power of Attorney authorization applies to and the years or periods for which the Power of Attorney is granted. The word “All” is not specifc enough. If your tax situation does not ft into a tax type or period (for example, a specifc administrative appeal, audit, or collection matter), describe it in the blank space provided for “Tax Matters.” The Power of Attorney can be limited to specifc reporting period(s) that can be stated in year(s), quarter(s), month(s), etc., or can be granted for an indefnite period. You must indicate the tax types, periods, and/or matters for which you are authorizing representation by your attorney-in-fact.
Examples:
Sales and Use Tax
First and second quarter 2008
Corporate Income Tax
7/1/07 – 6/30/08
Communications Services Tax
2006 thru 2008
Insurance Premium Tax
1/1/06 – 12/31/08
Technical Assistance Advisement Request
dated 8/6/08
Claim for Refund
3/7/07
Section 4 – To Appoint a Reemployment Tax Agent Complete this section only if you wish to appoint an agent for reemployment taxes on a continuing basis. You should not complete Section 3 or Section 6, but you must complete the remaining sections of Form DR-835.
Enter the agent’s name. It must be the same name as found in Section 2. Enter the frm name and address. You do not need to complete the address line if you reported that information in Section 2.
1.Enter the agent number. The agent number is a seven-digit number assigned by the Department of Revenue.
2.Enter the federal employer identifcation number. The FEIN is a nine-digit number assigned to the agent by the Internal Revenue Service.
3.Select the mail type.
Primary Mail. If you select primary mail, the agent will receive all documents from the Department of Revenue related to this reemployment tax account, and will be authorized to receive confdential information and discuss matters related to the tax and wage report, beneft information, claims, and the employer’s rate.
Reporting Mail. If you select reporting mail, the agent will receive the Employer’s Quarterly Report (Form RT-6), certifcation, and correspondence related to reporting. The agent will be authorized to receive confdential information and discuss the tax and wage report, certifcation, and correspondence with the Department.
Rate Mail. If you select rate mail, the agent will receive tax rate notices and correspondence related to the rate and will be authorized to receive confdential information and discuss the employer’s rate notices and rate with the Department.
Claims Mail. If you select claims mail, the agent will receive the notice of benefts paid, and will be authorized to receive confdential information and discuss matters related to benefts.
Note: Duplicate copies of certain computer-generated notices and other written communications cannot be issued due to current system constraints and therefore, these communications will be sent only to the representative.
Note: If you wish to appoint a representative to act on your behalf in a specifc and non-continuing reemployment tax matter, you should complete Section 3 and Section 6 and not Section 4. For example, if you hire a representative to assist you with a single matter, such as a reemployment tax audit or contesting the payment of a claim, and wish that representative to handle just that one matter, you should not complete Section 4 to authorize that representation. Instead, you should fll out Section 3 and specify the exact matter the representative is handling.
Section 5 – Acts Authorized
Your signature on the back of the Power of Attorney authorizes the individual(s) you designate (your representative or “attorney-in-fact”) to perform any act you can perform with respect to your tax matters, except that your representative may not sign certain returns for you nor may your representative negotiate or cash your refund warrant. This authority includes signing consents to a change in tax liability, consents to extend the time for assessing or collecting tax, closing agreements, and compromises. You may authorize your representative to receive, but not negotiate or cash, your refund warrant by checking the box in Section 5 and writing the name of the representative on the line below. If you wish to limit the authority of your representative other than in the manner previously described, you must describe those limits on the lines provided in Section 5.
Section 6 – Mailing of Notices and Communications
If you do not check a box, the Department will send notices and other written communications to the frst representative listed in Section 2, unless you select another option. If you wish to have no documents sent to your representative, or documents sent to both you and your representative, you should check the appropriate box in Section 6. Check the second box if you wish to have notices and other written communications sent to you and not to your representative. In certain instances, the Department can only send documents to the taxpayer. Therefore, the taxpayer has the responsibility of keeping the representative informed of tax matters.
Note: Taxpayers completing Section 4 (To Appoint a Reemployment Tax Agent Only) should not complete Section 6. See Section 4 of these instructions for information regarding notices and communications sent to a reemployment tax agent.
Section 7 – Retention/Nonrevocation of Prior Power(s) of Attorney The most recent Power of Attorney will take precedence over, but will not revoke, prior Powers of Attorney. If you wish to revoke a prior Power of Attorney, you must check the box on the form and attach a copy of the old Power of Attorney.
Section 8 – Signature of Taxpayer(s)
The Power of Attorney is not valid until signed and dated by the taxpayer. The individual signing the Power of Attorney is representing, under penalties of perjury, that he or she is the taxpayer or authorized to execute the Power of Attorney on behalf of the taxpayer.
•For a corporation, trust, estate, or any other entity: A corporate offcer or person having authority to bind the entity must sign.
•For partnerships: All partners must sign unless one partner is authorized to act in the name of the partnership.
•For a sole proprietorship: The owner of the sole proprietorship must sign.
•For a joint return: Both husband and wife must sign if the representative represents both. If the representative only represents one spouse, then only that spouse should sign.
PART II – DECLARATION OF REPRESENTATIVE
Any party who appears before the Department of Revenue has the right, at his or her own expense, to be represented by counsel or by a qualifed representative. The representative(s) you name must declare, under penalties of perjury, that he or she is qualifed to represent you in this matter and will comply with the mandatory standards of conduct
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governing representation before the Department of Revenue. The representative(s) must also declare, under penalties of perjury, that he or she has been authorized to represent the taxpayer(s) in this matter and authorized by the taxpayer(s) to receive confdential taxpayer information.
The representative(s) you name must sign and date this declaration and enter the designation (i.e., items a-f) under which he or she is authorized to represent you before the Department of Revenue.
a.Attorney – Enter the two-letter abbreviation for the state (for example “FL” for Florida) in which admitted to practice, along with your bar number.
b.Certifed Public Accountant – Enter the two-letter abbreviation for the state (for example “FL” for Florida) in which licensed to practice.
c.Enrolled Agent – Enter the enrollment card number issued by the Internal Revenue Service.
d.Former Department of Revenue Employee – Former employees may not accept representation in matters in which they were directly involved, and in certain cases, on any matter for a period of two years following termination of employment. If a former Department of Revenue employee is also an attorney or CPA, then the additional designation, jurisdiction, and enrollment card should also be entered.
e.Reemployment Tax Agent – A person(s) appointed under Section 4 of the Power of Attorney to handle reemployment tax matters on a continuing basis. A separate Power of Attorney form must be completed in order for a reemployment tax agent to handle a specifc and non-continuing matter such as a protest of a reemployment tax rate.
f.Other Qualifed Representative – An individual may represent a taxpayer before the Department of Revenue if training and experience qualifes that person to handle a specifc matter.
Rule 28-106.107, Florida Administrative Code, sets out mandatory standards of conduct for all qualifed representatives. A representative shall not:
(a)Engage in conduct involving dishonesty, fraud, deceit, or misrepresentation.
(b)Engage in conduct that is prejudicial to the administration of justice.
(c)Handle a matter that the representative knows or should know that he or she is not competent to handle.
(d)Handle a legal or factual matter without adequate preparation.
*Social security numbers (SSNs) are used by the Florida Department of Revenue as unique identifers for the administration of Florida’s taxes. SSNs obtained for tax administration purposes are confidential under sections 213.053 and 119.071, Florida Statutes, and not subject to disclosure as public records. Collection of your SSN is authorized under state and federal law. Visit our Internet site at www.foridarevenue.com and select “Privacy Notice” for more information regarding the state and federal law governing the collection, use, or release of SSNs, including authorized exceptions.
Where to Mail Form DR-835
If Form DR-835 is for a specifc matter, mail or fax it to the offce or employee handling the specifc matter. You may send it with the document to which it relates.
If Form DR-835 is for a reemployment tax matter and the taxpayer has completed Section 4, mail it to the Florida Department of Revenue, P.O. Box 6510, Tallahassee FL 32314-6510, or fax it to 850-488-5997.
Once you've decided to delegate authority concerning your tax matters, the Tax Power of Attorney (POA), DR 835 form offers a formal way to grant this power to a specified individual, usually a tax professional. This form, pivotal for allowing your representative to speak, act, and make decisions on your behalf with the tax department, needs careful attention while filling it out to ensure all details align with your needs. Below are the steps to accurately complete the Tax POA DR 835 form, paving the way for a smoother process in handling your tax affairs.
After submitting the Tax POA DR 835 form, the next steps largely depend on the tax department's processing times and procedures. They may reach out if additional information is needed or to confirm the representative's authorization. It's vital to keep a copy of the form for your records and monitor the progress of any tax matters being handled by your representative. Being proactive and responsive to any requests from the tax department can help ensure a smooth and efficient handling of your taxes.
What is a Tax POA DR-835 form?
The Tax Power of Attorney (POA) DR-835 form is a legal document that allows an individual to grant another person the authority to handle their tax matters. This might include filing taxes, obtaining confidential tax information, and representing the individual in tax-related matters before the tax authority.
Who can be appointed as a representative on a DR-835 form?
Any individual, such as a family member, friend, or professional like an accountant or attorney, can be appointed as a representative on a DR-835 form. However, it is crucial that the appointed representative is someone the grantor trusts completely, as they will have access to sensitive tax information and the authority to make decisions regarding tax matters.
How do I complete a Tax POA DR-835 form?
Completing a Tax POA DR-835 form typically involves filling out the taxpayer's information, specifying the tax matters and periods for which the POA is granted, and identifying the appointed representative(s). Both the taxpayer and the representative must sign the form, potentially in the presence of a witness or notary, depending on the state's requirements.
Is there a filing fee for the DR-835 form?
Generally, there are no filing fees associated with submitting a Tax POA DR-835 form to the tax authority. However, costs might be incurred if you seek professional help to fill out the form or if it requires notarization.
How long does it take for a Tax POA DR-835 to become effective?
The effective timeline for a Tax POA DR-835 form can vary. It typically becomes effective as soon as it is processed by the tax authority. Processing times can vary, so it's advisable to submit the form well in advance of when the representative needs to act.
Can a Tax POA DR-835 form be revoked?
Yes, a Tax POA DR-835 form can be revoked at any time by the person who granted it. Revocation can be done by submitting a written notice to the tax authority, filing a new POA form, or by expressing the intent to revoke the form in any other legally recognized manner.
Does the representative have unlimited power with a DR-835 form?
No, the representative's power is limited to the tax matters and periods specified in the DR-835 form. The grantor can set specific limitations within the document, and the representative is legally required to adhere to these specified powers.
What happens if the appointed representative misuses their power?
If the appointed representative misuses their power, they can be legally held accountable for their actions. The grantor has the right to revoke the POA and may pursue legal action against the representative for any harm caused due to the misuse of power.
Are there different types of Tax POA forms for different states?
Yes, tax POA forms, including the DR-835, are state-specific. Each state has its own form and requirements for filing a tax power of attorney. It's essential to use the form designated by the state where the tax matters are being handled and to comply with that state's filing requirements.
When individuals or businesses fill out the Tax Power of Attorney (POA) DR 835 form, common mistakes often occur. These errors can lead to delays, misunderstandings, or the outright rejection of the form. Understanding these pitfalls can significantly streamline the process and ensure the accurate and efficient granting of powers to a designated representative.
One frequent mistake is failing to provide full and accurate information for both the taxpayer and the designated representative. This includes names, addresses, telephone numbers, and taxpayer identification numbers (TINs or SSNs). Omission of any part of this essential information can render the form invalid or cause delays.
Another common error is not clearly specifying the tax types, tax form numbers, and years or periods covered under the POA. Without this specificity, the representative’s authority can be too vague, limiting their ability to act effectively on behalf of the taxpayer.
Many fail to clearly indicate the extent of the representative’s powers. This includes whether they can receive confidential information, represent the taxpayer in hearings, or make binding agreements. A clear delineation of authority prevents future complications and misunderstandings.
The form often gets submitted without all required signatures. This includes the signatures of the taxpayer(s) and, if the taxpayer is a business, the signature of an individual authorized to bind the business. Additionally, the representative must sign the form, acknowledging their acceptance of the appointment.
Many individuals mistakenly believe that once granted, the POA has an indefinite duration. However, most states have a specific validity period after which the POA expires if it has not already been revoked. Not noting and renewing the POA can lead to a sudden lack of representation when needed most.
By avoiding these common mistakes, the process of granting a Tax POA can be smooth and effective, ensuring that the taxpayer's representative can carry out their duties without unnecessary interruptions or legal hurdles.
When dealing with tax matters, the Tax Power of Attorney (POA) DR 835 form is essential for authorizing a representative to handle one’s tax affairs. However, this form is often not the only document needed in the process of managing or resolving tax issues. A variety of other forms and documents may be required to fully equip an individual or their designated representative to address matters with the tax authorities effectively. Below is a list of frequently used forms and documents that often accompany the Tax POA DR 835 form.
Successfully navigating tax matters requires careful attention to the required forms and documents needed for a particular situation. Employing the Tax POA DR 835 form along with the relevant supplemental documents ensures a comprehensive approach to tax management, allowing individuals or their representatives to address their obligations and advocate for their interests effectively before the tax authorities.
The Tax Power of Attorney (POA) DR 835 form is a specific legal document granting someone the authority to represent another person in tax matters before the tax authority. Several other documents share similarities in function and purpose with it:
Each of these documents serves as a tool for delegating authority in particular aspects of an individual's life, ensuring they are represented in matters where they cannot or prefer not to act personally. The Tax POA DR 835 stands out for its specific focus on tax matters, showing the importance of tailoring legal tools to fit individual needs.
Completing the Tax Power of Attorney (POA) DR 835 form allows an individual to grant authority to another person to handle their tax matters. Navigating this form correctly is crucial to ensure that the granted powers are clear, specific, and correctly documented. Here are some dos and don'ts to keep in mind when filling out the form:
When dealing with the Tax Power of Attorney (POA) DR-835 form, it's easy to run into misconceptions. These misunderstandings can create unnecessary hurdles for both the taxpayer and their designated representative. Let's clarify some of the common myths surrounding this crucial document.
It Grants Unlimited Powers: A common misconception is that completing a DR-835 form gives the agent carte blanche to make all decisions about taxes. In reality, the form specifies the tax matters and years for which they are authorized, limiting their power to those parameters.
It's Only for Individuals: Many believe that the DR-835 form is exclusively for individual taxpayers. However, this form can also be used by businesses seeking representation for tax matters, broadening its applicability beyond just personal tax issues.
Any POA Form Will Suffice: Another myth is that any Power of Attorney form will work for tax purposes. The DR-835 is specially designed to comply with state tax department requirements, meaning a general POA form may not be accepted for tax-related representations.
It's Permanent: Some people think once you file a DR-835, it's in effect indefinitely. The truth is, the form allows you to set an expiration date, and it can also be revoked at any time, providing flexibility and control to the taxpayer.
It Requires a Lawyer to Complete: The misconception that a lawyer must complete the DR-835 form can deter individuals from using it. While legal advice might be beneficial, especially in complex cases, the form is designed to be filled out by taxpayers and their chosen representatives without legal assistance.
It Automatically Covers State and Federal Taxes: Finally, a widespread myth is that filing a DR-835 covers both state and federal tax matters. This form is state-specific; federal matters require a separate form (Form 2848 for the IRS), highlighting the need to understand the scope of each document.
Dispelling these misconceptions helps in accurately navigating the process of granting a Tax Power of Attorney, ensuring that both taxpayers and their agents are well-informed about their rights and responsibilities.
When preparing to fill out and use the Tax Power of Attorney (POA) DR 835 form, individuals should keep several key points in mind to ensure the process is completed accurately and effectively. This guidance is crucial for those looking to grant someone else the authority to handle their tax matters with precision and care.
By paying close attention to these key points, individuals can navigate the Tax POA DR 835 form more confidently, ensuring that their affairs are managed as desired without unwarranted complications.
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