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Tax Power of Attorney
Authorize a tax professional or representative to handle your tax matters with this Tax Power of Attorney Template.
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Tax Power of Attorney
This Tax Power of Attorney (“POA”) is executed on [Date], by and between:
Taxpayer:
Name: [Full Legal Name]
Address: [Address]
Tax ID / SSN / EIN: [Number]
Phone: [Phone]
Email: [Email]
Representative (Attorney-in-Fact):
Name: [Representative’s Full Name]
Firm/Organization: [If applicable]
Address: [Address]
Phone: [Phone]
Email: [Email]
1. Authority Granted
The Taxpayer hereby appoints the Representative as their true and lawful attorney-in-fact with authority to:
Represent the Taxpayer before the [IRS/State Tax Authority/Other].
Receive and inspect confidential tax information.
Sign agreements, consents, and other documents on behalf of the Taxpayer.
Perform all acts necessary with respect to the specified tax matters.
2. Tax Matters Covered
This POA applies to the following:
Tax Type(s): [Income Tax, Payroll Tax, Sales Tax, Other]
Tax Period(s): [Years or periods covered]
3. Limitations
This POA does not authorize the Representative to endorse or negotiate refund checks or to make personal financial decisions unrelated to tax matters, unless expressly stated.
4. Duration
This POA shall remain in effect until [End Date] or until revoked in writing by the Taxpayer.
5. Revocation
The Taxpayer may revoke this POA at any time by providing written notice to the Representative and the relevant tax authority.
6. Governing Law
This POA shall be governed by and construed in accordance with the laws of [State/Country].
7. Signatures
Taxpayer:
Signature: _____________________________
Name: _______________________________
Date: ________________________________
Representative:
Signature: _____________________________
Name: _______________________________
Date: ________________________________
Notary Acknowledgment (if required by jurisdiction)
Details
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Tax Power of Attorney
TAX POWER OF ATTORNEY FAQ
What is a Tax Power of Attorney?
A Tax Power of Attorney is a legal document that authorizes an individual or business to appoint another person—typically a tax professional such as a CPA, attorney, or enrolled agent—to represent them before tax authorities.
Why is a Tax Power of Attorney important?
It provides legal authority for the representative to act on your behalf, including handling audits, accessing confidential tax records, making filings, and negotiating with tax agencies. This helps ensure compliance, saves time, and reduces the stress of dealing directly with tax authorities.
When should you use a Tax Power of Attorney?
Use it when you need a professional to communicate with the IRS or state tax departments, manage filings or disputes, handle audits, or resolve complex tax issues. It’s especially useful for businesses and individuals who want expert representation without being directly involved in every step.
What should a Tax Power of Attorney include?
It should clearly identify the taxpayer and the appointed representative, specify the tax matters and time periods covered, define the powers granted, and meet signature and filing requirements set by tax authorities. Accuracy is crucial to avoid delays or rejections.
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