Form 2848: Power of Attorney and Declaration of Representative

Form 2848

What is Form 2848

Form 2848 is used to give someone else authority to represent you before the IRS. This could be an individual, like a lawyer or accountant, or it could be an organization, like a tax preparation service. When you complete Form 2848, you’ll need to provide your personal information, as well as the name and contact information for your chosen representative. You’ll also need to indicate what type of authority you’re giving your representative. For example, you can authorize them to act on your behalf for specific matters, like preparing and filing tax returns, or you can give them unlimited power of attorney.

Once Form 2848 is completed and filed, the IRS will send all correspondence to your representative instead of to you. Note that the Form does not grant your representative the authority to sign checks on your behalf – if you want to give someone check-writing authority, you’ll need to complete a different form.

Why do you need it

Form 2848 is used to grant a person or entity permission to represent the taxpayer before the IRS. This may be necessary if the taxpayer is unable to resolve their tax issues on their own. Form 2848 must be completed and filed with the IRS. The taxpayer must include their name, address, and contact information on the form. They must also identify the individual or entity that will be representing them.

The form must be signed by the taxpayer and dated. Form 2848 can be revoked at any time by the taxpayer. If Form 2848 is revoked, the taxpayer will need to file a new form if they wish to authorize someone else to represent them in the future. Form 2848 is an important tool for taxpayers who need assistance resolving their tax issues. It ensures that only authorized individuals have access to sensitive information and provides peace of mind for taxpayers during what can be a stressful process.

How to fill out the form 2848

The first step in filling out Form 2848 is to provide your personal information, including your name, address, and taxpayer identification number. You will also need to provide the name and contact information for your authorized representative.

In the second section of the form, you will need to specify the type of authority that you are granting to your representative. This might include the authority to sign and file tax returns, represent you in audits, or handle appeals.

Once you have specified the type of authority, you will need to sign and date the form. Form 2848 must be filed with the IRS office that handles your tax matters. If you have any questions about Form or how to designate an authorized representative, you should contact the IRS directly.

What happens after you file the form 2848

After you file Form 2848, the IRS will process your request and determine whether or not you are authorized to represent the taxpayer. If you are authorized, the IRS will issue you a Form Power of Attorney and Declaration of Representative. This form will list the types of tax matters for which you are authorized to represent the taxpayer.

The Form will also list any limitations on your authority. For example, you may be authorized to represent the taxpayer before the IRS, but not to sign a return on the taxpayer’s behalf. Once you have received Form , you should keep it in a safe place for future reference. You should also give a copy of this form to the taxpayer so that they are aware of your authority to represent them before the IRS.

Tips for filling out the form correctly

The form must be signed by the taxpayer and should include the taxpayer’s name, address, and Social Security Number (or Individual Taxpayer Identification Number). The form must also list the individual or organization that the taxpayer is appointing as their representative. In addition, the form should state the specific matters on which the representative is authorized to act on the taxpayer’s behalf. Finally, Form 2848 must be dated and include the signature of both the taxpayer and their representative. By following these tips, you can ensure that Form is filled out correctly and that your tax affairs are in good hands.