Blank Tax POA 3520-PIT Template

The Tax POA 3520-PIT form is a Power of Attorney document that authorizes a representative to act on your behalf in tax matters. This form is essential for anyone who needs assistance managing their tax obligations and ensuring proper communication with tax authorities. If you need to fill out the form, please click the button below for more information.

Article Guide

The Tax POA 3520-PIT form plays a significant role for individuals seeking to authorize someone to act on their behalf in tax matters. This form is particularly helpful for anyone who wants to ensure their tax responsibilities are managed effectively, especially when they cannot handle them directly. By filling out this form, individuals grant specific powers to a designated representative, allowing them to communicate with tax authorities and make decisions related to tax filings. The form includes vital information such as the taxpayer’s identification details, the representative's contact information, and the scope of authority granted. Understanding how to accurately complete the Tax POA 3520-PIT is crucial for anyone looking to navigate the complexities of tax representation while ensuring compliance with regulations. Proper authorization can simplify complicated situations, making the tax process less daunting for those involved.

Form Sample

STATE OF CALIFORNIA

Franchise Tax Board

Individual or Fiduciary	■	CALIFORNIA FORM

Power of Attorney Declaration		3520-PIT

Use this legal document to authorize a specific individual(s) to receive confidential information and represent you in all matters before the Franchise Tax Board (FTB).

Part I – Taxpayer Information

Check only one box below.

Individual



Fiduciary

(If a joint tax return is filed, each spouse/Registered Domestic

(Estate or Trust - FEIN required)

Partner (RDP) must complete their own POA Declaration)

Individual (first name, middle initial, last name, suffix) or name of estate or trust

SSN or ITIN

Street address (number and street) or PO box

Apt. no/ste. no.

FEIN

~ ---------

~I - ~~ -

City (If you have a foreign address, see instructions)

State

ZIP code

Phone

~--------

~□

~I-

~ --

Foreign country name

Foreign province/state/county

Foreign postal code

Part II – Representative(s)

Only individuals may be named as representative(s). You must list a primary representative below. The individual or fiduciary in Part I appoints the following individual(s) as attorney(s)-in-fact. To appoint additional representative(s), complete Side 4. Each representative listed on your POA Declaration will have the ability to remove a representative from your POA Declaration.

Primary representative’s name (first name, middle initial, and last name)

CA CPA	CA state bar number	CTEC	Enrolled agent number			PTIN


Street address (number and street) or PO box						Apt. no/ste. no.


City (If the representative has a foreign address, see instructions.)					State		ZIP code


Email (include your representative’s email address to ensure they receive email notifications)			Phone				Fax


Additional representative’s name (first name, middle initial, and last name)


CA CPA	CA state bar number	CTEC	Enrolled agent number			PTIN


Street address (number and street) or PO box							Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)				State			ZIP code

Email (include your representative’s email address to ensure they receive email notifications)			Phone				Fax

■

8551193

FTB 3520-PIT 2019 Side 1

■

Part III – Authorization for All Years or Specific Years Your POA Declaration Covers

You must check either the “Yes” or “No” box below. Your selection authorizes representatives in Part II and on Side 4 to contact FTB about your account, receive and inspect your confidential information, represent you in all FTB matters, and request information we receive from the Internal Revenue Service (IRS) for either question 1 or 2 indicated below.

If you authorize “all years” and “specific years,” the specific years privilege prevails. Enter “NA” (not applicable) or strike through any blank year fields in question 2a through 2d. If you do not check either the “Yes” or “No” box or check both the “Yes” and “No” box, we will process the authorization as a “No.” This may cause your POA Declaration to be invalid, and it may be rejected. If you authorized all years, this will include previous, current, and future years up to the expiration date. If you authorized “specific years,” you can designate future years or income periods up to fve years from the POA Declaration signature date.

1.	Authorized All Years	. . . . . . . . . . . . . . . . . . . . . . . . . . Yes	No
	Or	. . . . . . . . . . . . . . . . . . . . . . . . . . Yes	No
2.	Authorized Specifc Years*	. . . . . . . . . . . . . . . . . . . . . . . . . . Yes	No
	Year Begins:	Year Ends:
	YYYY	YYYY

	2a.
	2b.
* For example,	2c.
Single Year: 2019-2019

Multiple Years Range: 2016-2019	2d.

–

Part IV – Additional Authorizations

Check either the “Yes” or “No” box below for additional authorizations you would like to grant your representative(s) in addition to those described in Part III. If you do not check either the “Yes” or “No” box or check both the “Yes” and “No” box for any additional authorizations below, we will process the authorization as a “No.” For more information, see instructions.

1.	Add representative(s)	Yes
2.	Authority to sign tax return(s) (only if incapacitated or continuous absence from the U.S.)	Yes
3.	Receive, but not endorse, refund check(s)	Yes
4.	Waive the California statutes of limitations (SOL)	Yes
5.	Execute settlement and closing agreements	Yes
6.	Other acts (describe on Side 5)	Yes

No

Side 2 FTB 3520-PIT 2019

8552193

■

Part V – Request or Retain MyFTB Full Online Account Access for Tax Professional(s)

You must check either the “Yes” or “No” box below. If you check the “Yes” box, you are requesting to authorize or retain full online account access for your tax professional(s), including the ability to view tax returns and take available actions based upon the year(s) designated on this declaration. If you requested full online account access for your tax professional(s) on your POA declaration, a separate notice will be mailed to you with an authorization code and instructions to approve or deny the online account access request. An authorization code will not be sent for tax professional(s) that have existing full online account access.

If you check the “No” box, both the “Yes” and “No” boxes, or do not check any box, we will process the authorization as a “No”, and your tax professional(s) will be granted limited online account access; any existing relationships with full online account access will be changed to limited online account access. Limited online account access includes viewing notices and most correspondence issued by FTB in the last 12 months.

This online account access authorization does not affect their ability to take actions on your behalf or the information your representative can receive by phone, chat, or in person.

If your POA declaration is rejected, this request for online access will not be processed and no updates will be made to online access levels for any existing relationships.

Note: Online access is not available for Fiduciary accounts.
Authorize MyFTB Full Online Account Access for Tax Professional(s)	Yes No

Part VI – Signature Authorizing Power of Attorney Declaration

To learn about your privacy rights, how we may use your information, and the consequences for not providing the requested information, go to ftb.ca.gov/forms and search for 1131. To request this notice by mail, call 800.852.5711.

The authority granted to the representative(s) in this POA Declaration will generally expire six years from the date this form is signed, or on the date that a POA declaration is revoked, whichever occurs first.

I declare under penalty of perjury under the laws of the State of California that I am the taxpayer named in Part I and by my signature below, I authorize the representative(s) listed in Part II to be appointed as my attorney(s)-in-fact.

If signed by a guardian, legal representative, executor, receiver, administrator, or trustee on behalf of the taxpayer, I declare under penalty of perjury under the laws of the State of California that I have the authority to execute this form on behalf of the taxpayer named in Part I and by my signature below, I authorize the representative(s) in Part II to be appointed as the taxpayer’s attorney(s)-in-fact. Supporting document for such authority is attached.

FTB will reject this POA Declaration if not signed and dated by an authorized individual.

By signing this POA declaration, I understand that FTB will grant limited online account access to my tax professional representative(s) unless full online account access has been requested in Part V. If you do not want your tax professional representative(s) to have any online access, refer to Part V instructions.

Print Name		Title (required for fiduciary signing for trust or estate)


Signature		Date

8553193

FTB 3520-PIT 2019 Side 3

■

The individual or fiduciary in Part I appoints the following additional representative(s) as attorney(s)-in-fact. Include additional copies of this page as needed to list all representatives. Do not return this page if blank.

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street Address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

._________________,

._____

____,

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

._________________,

._____

____,

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

Additional representative’s name (first name, middle initial, and last name)

CA CPA

CA state bar number

CTEC

Enrolled agent number

PTIN

Street address (number and street) or PO box

Apt. no/ste. no.

City (If the representative has a foreign address, see instructions.)

State

ZIP code

Email (include your representative’s email address to ensure they receive email notifications)

Phone

Fax

■ Side 4 FTB 3520-PIT 2019

8554193

■

Other Acts Authorization(s)

Submit this page if you selected Yes to the Other Acts Authorization box from Part IV. If you did not select “Yes” or selected both “Yes” and “No” within Part IV, we will disregard this page without the listed authorizations being granted. Describe the specific other acts you authorize your representative(s) named in Part II and on Side 4 to perform before FTB. Authorizations listed in Part III and Part IV prevail over conflicting authorizations listed in this section. Do not return this page if blank.

8555193

FTB 3520-PIT 2019 Side 5

⇩ PDF

Document Specifications

Fact Name	Description
Purpose	The Tax POA 3520-PIT form is used to designate an individual or organization to represent you before the state's tax authority.
Governing Laws	This form is governed by state tax regulations and guidelines, which may vary by state.
Required Information	To complete the form, you must provide details such as your name, address, and the name of the appointed representative.
Filing Instructions	The completed Tax POA 3520-PIT form should be submitted to the state's tax department as per their specific submission guidelines.

Steps to Filling Out Tax POA 3520-PIT

Filling out the Tax POA 3520-PIT form allows you to designate a representative to handle your tax matters. After completing the form, you will submit it to the appropriate tax authority to ensure your representative has the authority to act on your behalf.

Download the Tax POA 3520-PIT form from the official tax authority website or obtain a physical copy.
Begin by filling in your full name and address in the designated fields at the top of the form.
Provide your Social Security Number (SSN) or Employer Identification Number (EIN) in the next section.
Clearly state the name and address of the person you are designating as your representative.
If applicable, list any specific tax matters or years for which the representative has authority.
Sign and date the form, confirming your approval of the designation.
Make a copy of the completed form for your records before submission.
Submit the form to the appropriate tax authority as specified in the instructions, either by mail or electronically if allowed.

More About Tax POA 3520-PIT

What is the Tax POA 3520-PIT form?

The Tax POA 3520-PIT form is a document that individuals use to designate someone else to represent them before the tax authorities. This form grants authority to the designated person to discuss and manage tax matters on behalf of the taxpayer.

Who can file the Tax POA 3520-PIT form?

Any individual or entity that needs assistance with tax-related issues can file this form. This includes individuals, businesses, or professionals handling tax matters for others. The person being authorized must agree to the representation.

What information is required to complete the form?

To properly fill out the form, you will need to provide your name, contact information, and tax identification number. Details of the authorized representative, including their name, contact information, and any relevant identification number, are also necessary.

How do I submit the Tax POA 3520-PIT form?

The completed form must be submitted to the appropriate tax authority. This can typically be done by mailing the form to the specified address provided by the tax department. Some jurisdictions may allow electronic submission.

Is there a fee associated with the Tax POA 3520-PIT form?

Generally, there is no fee to file the Tax POA 3520-PIT form. However, it is important to verify with your specific tax authority, as different jurisdictions may have varying policies.

How long does it take for the form to be processed?

Processing times can vary by tax authority. Typically, it may take a few weeks to receive confirmation of the authorization. It is advisable to check with the specific agency to get current processing timeframes.

Can I revoke the Tax POA 3520-PIT form after it has been submitted?

Yes, you can revoke the authorization granted by the Tax POA 3520-PIT form. This usually requires submitting a written notice of revocation to the same tax authority where the original form was filed.

What happens if the authorized representative does not act in my best interest?

If an authorized representative fails to act in your best interest or you believe they are misusing their authority, you can revoke their power using the revocation process. You may also want to consult with a tax professional or seek legal advice.

Where can I find more information about the Tax POA 3520-PIT form?

For additional information, you can visit the official website of your local tax authority. They often provide resources, downloadable forms, and answers to frequently asked questions regarding tax representation.

Common mistakes

Incomplete Information: Many individuals fail to provide all the necessary details required on the form. This can include missing personal identification numbers, incomplete addresses, or omissions of important dates. Each section must be filled out accurately to ensure proper processing.
Failure to Sign: Some people neglect to sign the form, which can lead to delays in its acceptance. A signature indicates agreement and authorization. Without it, the submission may be considered invalid.
Wrong Version of the Form: Using an outdated version of the Tax POA 3520-PIT form is another common mistake. Tax forms can change from year to year, and using an incorrect version can result in processing issues.
Not Understanding the Scope of Authority: Some individuals do not clearly specify the extent of authority given to the representative. This can lead to misunderstandings about what the representative can and cannot do. Clearly outlining the powers granted helps avoid confusion.

Documents used along the form

When dealing with tax matters, particularly in relation to the Tax POA 3520-PIT form, several additional forms and documents are often required. Each plays a crucial role in ensuring that the tax processes are accurately completed. The following list outlines these documents and their purposes.

Form 1040: This is the standard individual income tax return form used by U.S. taxpayers to report their income, calculate their taxes owed, and determine eligibility for certain benefits.
Form W-2: Issued by employers, this form reports an employee's annual wages and the amount of taxes withheld from their paycheck. It is crucial for individual tax filing.
Form 1099: Used to report various types of income other than wages, salaries, and tips. This form is important for independent contractors or individuals receiving interest or dividends.
Form 4868: This is an application for an automatic extension of time to file the U.S. individual income tax return. It is useful if additional time is needed to prepare the 1040 form.
Schedule A: Part of Form 1040, Schedule A is used to itemize deductions, allowing taxpayers to potentially reduce their taxable income significantly.

Understanding these additional forms is essential for effectively navigating the tax filing process. Having the correct documents ready can streamline approvals and minimize risks associated with tax compliance.

Similar forms

The IRS Form 2848, Power of Attorney and Declaration of Representative, shares similarities with the Tax POA 3520-PIT form in its primary function: granting authority to an individual to act on behalf of a taxpayer regarding tax matters. Both documents require specific information about the taxpayer and the representative. Additionally, each form includes sections for detailing the tax matters covered, ensuring clarity around the scope of authority granted. Both forms must be signed by the taxpayer to be valid, emphasizing consent in the representation process.

Form 8821, Tax Information Authorization, is another document that parallels the Tax POA 3520-PIT form, though it serves a slightly different purpose. This form allows individuals to authorize another party to receive or inspect their tax information without granting them the ability to act on their behalf. Like the 3520-PIT form, it requires the taxpayer's information and the authorized individual's details, ensuring that the IRS has clear records of who is authorized to access sensitive tax information.

The state-level Power of Attorney forms also resemble the Tax POA 3520-PIT form. While these forms are tailored to state tax matters, their structure and intent align closely with the federally-recognized 3520-PIT. Each state Power of Attorney form authorizes someone to handle tax matters on behalf of the taxpayer, requiring the same kind of detailed identifying information about both parties. They serve to streamline communication with state tax authorities, mirroring the function of federal tax forms.

Form 4506, Request for Copy of Tax Return, can be compared to the Tax POA 3520-PIT form in that both involve requests regarding taxpayer information. While not a power of attorney, Form 4506 allows an individual to authorize another party to obtain copies of their tax returns. The process involves providing necessary personal and tax information to both ensure that the IRS can verify the identity of the requestor and protect sensitive taxpayer data.

Similarly, the IRS Form 9465, Installment Agreement Request, can serve in conjunction with Tax POA 3520-PIT, allowing a representative to submit a request for an installment plan on behalf of the taxpayer. Both forms emphasize the importance of representation in navigating tax responsibility. They both require taxpayer signatures, confirming consent, and are filed with supporting documentation to provide a thorough overview of the taxpayer's financial obligations to the IRS.

The Account Application for Partnership, often used in business contexts, parallels the Tax POA 3520-PIT form through its focus on authorization to act in business matters. This form establishes who is permitted to handle various administrative tasks on behalf of a partnership, similar to how the 3520-PIT authorizes representation for tax issues. Both forms highlight the importance of clarity in representation, requiring detailed input from all involved parties.

Form 56, Notice Concerning Fiduciary Relationship, has similar elements to the Tax POA 3520-PIT in terms of identifying representatives for specific purposes. This form notifies the IRS of the formation of a fiduciary relationship, allowing the representative to manage tax matters for an individual who is unable to do so. Both forms suffice in the representation domain, although Form 56 explicitly deals with fiduciaries rather than just general tax representation.

Lastly, Form 1040, U.S. Individual Income Tax Return, can be connected to the Tax POA 3520-PIT in their shared relevance to individual tax reporting. While Form 1040 is a declaration of income and deductions, it may also include portions where a designated representative enters information or communicates with the IRS on behalf of the taxpayer. Understanding both forms together can clarify the process of managing an individual’s tax duties and responsibilities.

Dos and Don'ts

When completing the Tax Power of Attorney (POA) 3520-PIT form, it's important to follow certain guidelines to ensure your submission is accurate and effective. Here is a list of things to keep in mind:

Do review the form thoroughly before submitting. Familiarize yourself with each section and its requirements.
Don't rush through the filling process. Take your time to avoid errors that could complicate or delay your tax matters.
Do provide complete and accurate information. Inaccuracies can lead to misunderstandings or additional inquiries.
Don't forget to sign and date the form. Your signature is essential; without it, the form may be considered invalid.
Do keep a copy of the completed form for your records. Having a copy can be helpful for reference in the future.
Don't submit the form to the wrong address. Make sure you send it to the designated tax agency address specified for the form.
Do seek assistance if needed. If you have questions, consider consulting a tax professional to clarify any uncertainties.

Misconceptions

Misconception 1: The Tax POA 3520-PIT form is only for businesses.

This form can be used by individuals as well. Many assume it is exclusively for corporate entities, but any taxpayer with an appropriate circumstance can benefit from filling it out.

Misconception 2: Filing the form automatically grants access to all tax information.

Submitting this form allows another person to represent you, but it does not permit them unrestricted access to all your tax details. It specifically limits the authority based on what you outline in the form.

Misconception 3: The form must be filled out every year.

You don’t necessarily need to fill it out annually. If your representative remains the same and the situation hasn't changed, the POA can remain in effect until you revoke it or it expires.

Misconception 4: You can fill out the form without understanding its implications.

Even though it may seem straightforward, understanding the consequences of granting powers through this form is crucial. Misunderstandings can lead to unintended consequences regarding your financial and tax matters.

Misconception 5: The Tax POA 3520-PIT form is the same in all states.

The form may have variations based on state-specific regulations. It’s important to ensure that you are using the correct version for your state to avoid complications.

Misconception 6: Once submitted, the form cannot be changed.

This is incorrect. You can amend or revoke a previously submitted Tax POA 3520-PIT form at any time, provided you follow the appropriate procedures for doing so. Keeping your information current is essential.

Key takeaways

When filling out and using the Tax POA 3520-PIT form, there are several key points to keep in mind:

The Tax POA 3520-PIT form is used to authorize a representative to handle tax matters on behalf of an individual.
Ensure to provide accurate personal information, including your name, address, and Social Security number.
Clearly identify the representative by including their name and tax identification number.
Sign and date the form to validate the authorization. An unsigned form will not be accepted.
Submit the form to the appropriate tax authority in your state or local jurisdiction.
Keep a copy of the completed form for your records, as it serves as proof of authorization.
Remember that the authorization can be limited to specific tax matters, so specify if necessary.
Review the rules regarding the duration of the POA, as some may be short-term while others can be ongoing.