Blank Tax POA form 2827 Template

The Tax POA Form 2848 is a document that allows taxpayers to designate another person to represent them before the IRS. This form grants specified individuals the authority to handle tax matters on behalf of the taxpayer, ensuring smooth communication and management of tax issues. Ready to empower someone to assist you? Click the button below to fill out the form!

Article Guide

The Tax Power of Attorney (POA) Form 2827 is an important document that allows taxpayers to designate a representative to act on their behalf in tax matters. This form serves as a formal agreement between the taxpayer and their chosen representative, often providing the agent with the authority to review confidential information and communicate directly with the Internal Revenue Service (IRS). When properly executed, the form enables the designated individual to receive information about the taxpayer’s account and make necessary decisions during an audit or other tax investigations. The scope of authority granted can include filing returns, paying taxes, and negotiating tax matters. It is essential for individuals to understand the implications and requirements of Form 2827, as its completion involves specific details, including the taxpayer's identification information, the representative's credentials, and the limited period of representation, if applicable. Ensuring accurate and timely submission of this form can significantly impact how tax-related issues are handled and resolved.

Form Sample

Form		R:V:NUS							(MM/DD/YY)	[IJ[IJ[IJ
			DEPARTMENT OF						Department Use Only
2827
		Power of Attorney

Taxpayer Missouri	I	I	I	I I I	I	I	I	Taxpayer Federal		I I I I I I I
Tax I.D. Number								Employer I.D. Number I I I
Taxpayer Social		I	I	IITJ I	I	I	I	I	14504010001
Security Number I										14504010001

All appointed representatives must sign on reverse side of this form.

Taxpayer’s Name or Business Name

Spouse’s Name or if a dba, state the business name				Spouse’s Social Security Number
			I	\| \| \| \| \| \|	\|	\|	\|
Street Address			Missouri Charter Number
			I \|	\| \| \| \| \| \|	\|	\|	\|
City	State	Zip Code		Telephone Number
	I	I	I(__ __ __) __ __ __ - __ __ __ __
E-mail Address

Representative(s)

Year(s) and Removal of Power Period(s) Tax Type(s)

Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name of Appointed Representative	Address

Telephone Number	E-mail Address
(___ ___ ___)___ ___ ___-___ ___ ___ ___

rCigarette or Other Tobacco Products r Corporation Income and Corporation Franchise r Personal Income

r Motor Fuel

r Sales or Use

r Withholding

rOther _____________________________________________________________________________________________________________________

Only select one of the following:
r All Tax Periods	r Tax Year or Period(s) Only ___________________________________________
r Range of Tax	r Date of Death (if estate tax) ___ ___ / ___ ___ / ___ ___ ___ ___

Tax Period Beginning ___ ___ / ___ ___ / ___ ___ ___ ___ to Tax Period Ending ___ ___ / ___ ___ / ___ ___ ___ ___

rAll other powers of attorney on file with the Department shall remain in effect, or

rBy execution of this power of attorney, all earlier powers of attorney on file with the Department are hereby revoked, except the following: (specify to whom the power of attorney was granted, date and address, or refer to attached copies of earlier powers of attorney and authorizations.) Attach additional forms if needed.

Title (if applicable)

Signature

Under penalties of perjury, I (we) hereby certify that I (we) am (are) the taxpayer(s) named herein or that I have the authority to execute this power of attorney on behalf of the taxpayer(s).

Name

Signature	Date (MM/DD/YYYY)	Taxpayer Telephone Number
	__ __ / __ __ / __ __ __ __	I(___ ___ ___)___ ___ ___-___ ___ ___ ___
Name	Title (if applicable)

Signature	Date (MM/DD/YYYY)	Taxpayer Telephone Number
	__ __ / __ __ / __ __ __ __	I(___ ___ ___)___ ___ ___-___ ___ ___ ___

Declaration of Representative(s)

Please consult Missouri Regulation 12 CSR 10-41.030 for any questions about who may serve as an attorney(s)-in-fact and what additional documentation may be required.

I declare that I am aware of Regulation 12 CSR 10-41.030 and that I am authorized to represent the taxpayers identified above for the tax matters there specified and that I am one of the following:

1.	a member in good standing of the bar;	5.	a fiduciary for the taxpayer;
2.	a certified public accountant duly qualified to practice;	6.	an enrolled agent;
3.	an officer of the taxpayer organization;	7.	tax preparer, or
4.	a full-time employee of the taxpayer;	8.	other authorized representative or agent

Note: All appointed representatives must sign below. No digital signatures allowed.

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___
Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___
Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___

Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Printed Name of Representative					Signature of Representative			Date (MM/DD/YYYY)
								___ ___ / ___ ___ / ___ ___ ___ ___

Designation (Please select number from list above)							Title (if applicable)
r 1	r 2	r 3	r 4	r 5 r 6 r 7		r 8

Mail to:			Form 2827 (Revised 04-2018)
Mail to:
(Business Tax)	(Personal Tax)	(Motor Fuel Tax)	(Cigarette or Other Tobacco Products Tax)
Taxation Division	Taxation Division	Taxation Division	Taxation Division
P.O. Box 357	P.O. Box 2200	P.O. Box 300	P.O. Box 811
Jefferson City, MO 65105-0357	Jefferson City, MO 65105-2200	Jefferson City, MO 65105-0300	Jefferson City, MO 65105-0811
Phone: (573) 751-5860	Phone: (573) 751-3505	Phone: (573) 751-2611	Phone: (573) 751-7163
Fax: (573) 522-1722	Fax: (573) 751-2195	Fax: (573) 522-1720	Fax: (573) 522-1720
E-mail: [email protected]	E-mail: [email protected]	E-mail: [email protected]	E-mail: [email protected]

If this is being submitted in response to an audit, please fax to (573) 522-6922.

Visit http://dor.mo.gov/ for additional information.

*14504020001*

14504020001

⇩ PDF

Document Specifications

Fact Name	Description
Purpose	The Tax Power of Attorney (POA) Form 2827 allows individuals to appoint an agent to represent them before the IRS.
Authority Granted	It grants the appointed agent the authority to perform various tasks, including signing tax returns and handling communications with the IRS.
Revocation	The form can be revoked at any time by the taxpayer by notifying the IRS in writing.
Who Can Be an Agent	Individuals, corporations, or other legal entities can be chosen as agents on the form.
Signature Requirement	The taxpayer must sign the form for it to be valid. This includes providing the date of the signature.
Submission Process	The completed form can be submitted to the IRS by mail or fax depending on the specific circumstances.
Validity Duration	This form remains in effect until it is revoked or until the taxpayer dies.
State-Specific Laws	Some states may have their own POA forms governed by state law, which can affect how taxes are handled.

Steps to Filling Out Tax POA form 2827

Once you have the Tax POA form 2827 in hand, it’s vital to ensure it is filled out correctly to allow your designated representative to act on your behalf concerning tax matters. Follow the steps below to complete the form accurately.

Obtain the Form: Access the Tax POA form 2827 from the IRS website or your local tax office.
Enter Your Personal Information: Fill in your name, address, and Social Security number or Employer Identification Number (EIN) in the designated areas. Make sure the information is accurate.
Designate Your Representative: Provide the name and contact details of the person you are authorizing to act for you.
Specify the Authority Granted: Indicate what specific tax matters and years or periods you are granting authority over. Be clear and precise.
Sign and Date the Form: Your signature and date are necessary to validate the form. Ensure you sign in the designated area.
Submit the Form: Send the completed form to the appropriate IRS office or your state tax agency as indicated on the form instructions.

More About Tax POA form 2827

What is the Tax Power of Attorney (POA) Form 2827?

The Tax Power of Attorney Form 2827 is a document that allows individuals to appoint an authorized representative to act on their behalf concerning tax matters. This form is particularly useful when a taxpayer needs assistance from a tax professional or wants someone else to handle their tax-related issues. By completing this form, taxpayers can enable their chosen representative to receive confidential tax information, correspond with the IRS, and represent them during audits or other proceedings.

Who can use Form 2827?

Any individual or business entity that needs assistance with their tax matters may use Form 2827. This includes sole proprietors, partnerships, corporations, and even estates. Taxpayers must ensure that the appointed representative is a qualified person, such as a certified public accountant (CPA), enrolled agent, or tax attorney, who is knowledgeable about tax laws and procedures.

How do I fill out Form 2827?

Filling out Form 2827 requires basic information about both the taxpayer and the representative. The taxpayer should provide their name, address, Social Security number or Employer Identification Number (EIN), and the representative's details, including their name, firm name (if applicable), and address. Additionally, taxpayers need to specify the tax matters they are granting authority over, which may include income tax, payroll tax, or sales tax. Once the form is completed, the taxpayer must sign and date it to validate their consent.

How long is the authority granted by Form 2827 valid?

The authority granted through Form 2827 does not have a specific expiration date, but it remains in effect until the taxpayer revokes it or the representative is no longer eligible to act on behalf of the taxpayer. Taxpayers have the right to revoke the POA at any time by submitting a written notice to the IRS. In such cases, it is advisable to also notify the appointed representative of the termination.

Where should I submit Form 2827?

Form 2827 should be submitted to the IRS office that handles the taxpayer's specific case or tax matters. It's important to check the IRS website or contacting the IRS directly for the appropriate mailing address, as it can vary based on the type of tax involved, the taxpayer's location, and whether they are submitting additional forms or payments. A copy of the submitted form should be kept for personal records.

Common mistakes

Incorrect Selection of Taxpayer: Individuals often select the wrong taxpayer when completing the form. It is crucial to ensure that the taxpayer's name, Social Security number, and other identifying information are entered accurately to avoid delays in processing.
Failure to Sign the Form: Many overlook the necessity of signing the form. Without a signature, the form is incomplete, and the designated representative will not be authorized to act on behalf of the taxpayer.
Not Specifying the Authority Being Granted: The form requires the taxpayer to clearly indicate the scope of authority being granted to the representative. Failing to define the limits can lead to misunderstandings about what actions the representative is permitted to take.
Ignoring Filing Deadlines: Timeliness is crucial when submitting the Tax POA form 2827. Delays could hinder a representative’s ability to act during essential periods, particularly around tax deadlines.
Providing Incomplete Contact Information: Incomplete or inaccurate contact details for both the taxpayer and the representative can result in communication difficulties. It is important to provide clear and current information to facilitate any necessary discussions.

Documents used along the form

The Tax Power of Attorney (POA) Form 2848 is a crucial document that allows individuals to appoint someone to act on their behalf before the Internal Revenue Service (IRS). When filing this form, several other forms and documents are often needed to ensure comprehensive representation and compliance with tax laws. Below are some of these commonly used forms and documents, each serving a specific purpose in the tax representation process.

Form 4506 - This form allows individuals to request a copy of their tax return or transcripts from the IRS. It is often used to provide necessary documentation for tax issues or verification purposes.
Form 8821 - This document authorizes an individual to receive and inspect a taxpayer's confidential tax information. Unlike Form 2848, it does not confer the authority to represent the taxpayer before the IRS.
Form 9465 - Taxpayers facing difficulties in paying their tax obligations can use this form to request a payment agreement with the IRS. It outlines their proposal for installment payments.
Form 1040 - This is the standard individual tax return form used to report income, claim deductions, and determine tax liability. It serves as the foundation for most individual tax matters.
Form 1040-X - The amended return form allows taxpayers to correct errors on a previously filed Form 1040. This is essential for addressing mistakes that could impact tax liabilities.
Form SS-4 - This form is used to apply for an Employer Identification Number (EIN), which is necessary for businesses or entities that need to hire employees or open a bank account.
Form 8822 - Taxpayers use this form to notify the IRS of a change of address. Keeping the IRS informed ensures that all correspondences are sent to the correct location.
Form 8862 - Individuals who wish to reclaim the Earned Income Tax Credit after it has been denied must complete this form to prove eligibility for the credit.

Understanding the various forms and documents that accompany the Tax POA Form 2848 is essential for taxpayers seeking effective representation. Each document serves its own function and together, they facilitate smoother communication and compliance with tax obligations, ultimately benefiting the taxpayer and their appointed representative.

Similar forms

The IRS Form 2848, Power of Attorney and Declaration of Representative, is quite similar to Form 2827. Both forms allow individuals to appoint someone to represent them before the IRS. They enable the designated representative to receive and respond to IRS communications on behalf of the taxpayer. The key difference is that Form 2848 can be used not only for tax matters but also for other IRS-related issues, making it broader in scope compared to Form 2827.

Form 4506, Request for Copy of Tax Return, shares similarities with the Tax POA Form 2827 in that both involve the taxpayer's consent and provide authorization for access to specific tax information. However, while Form 2827 gives authority to a representative to act on behalf of a taxpayer, Form 4506 specifically allows individuals to obtain copies of previously filed tax returns, thus serving a different purpose in the tax process.

Form 8821, Tax Information Authorization, is another document that is closely associated with Form 2827. Like Form 2827, it allows a third party to access a taxpayer's confidential tax information. The main distinction lies in the fact that Form 8821 does not grant the representative the right to represent the taxpayer in dealings with the IRS; rather, it only authorizes them to receive information, limiting their authority compared to Form 2827.

The Durable Power of Attorney is often compared to the Tax POA Form 2827. While both documents allow a designated individual to act on behalf of another, the Durable Power of Attorney covers a broader range of legal and financial matters, extending beyond just tax issues. Additionally, a Durable Power of Attorney remains effective even if the principal (the person granting authority) becomes incapacitated, unlike the specific focus and temporary nature of Form 2827.

The Medical Power of Attorney bears some resemblance to Form 2827 in that both allow individuals to appoint someone to make decisions on their behalf. However, the Medical Power of Attorney pertains specifically to health care decisions, while Form 2827 is limited to tax-related matters. This document is crucial during situations where individuals are unable to express their medical wishes, showcasing a significant difference in context and application.

Form W-7, Application for IRS Individual Taxpayer Identification Number, is related to Form 2827 in that both must be used to facilitate interactions with the IRS. While not a power of attorney in itself, Form W-7 allows non-resident aliens and others who do not qualify for a Social Security number to obtain an ITIN for tax purposes. The purpose of both forms is to ensure appropriate representation and compliance with IRS regulations.

The Limited Power of Attorney is another document that can be likened to the Tax POA Form 2827. Just as the Tax POA form allows for representation in specific tax matters, a Limited Power of Attorney grants a designated individual authority to act in certain, defined situations. The scope of the authority can vary, but like Form 2827, it confines the representative's powers to specified actions rather than granting broader authority.

Finally, the General Power of Attorney is broadly similar to Form 2827, as both permit someone to act on behalf of another. However, the General Power of Attorney is extensive and covers a wide range of financial and legal matters, not just taxes. This type of document usually comes into play for more comprehensive, everyday decisions, contrasting with the focused intent of Form 2827 in dealing specifically with tax matters.

Dos and Don'ts

When filling out the Tax POA Form 2827, it's essential to approach it with care. Here are some important dos and don'ts to keep in mind:

Do ensure all information is accurate and up-to-date. Inaccurate data could lead to delays or issues.
Do sign and date the form. A missing signature can invalidate it.
Do provide complete contact information for your representative. This helps in smooth communication with the IRS.
Don't leave any required fields blank. Incomplete forms can be returned for correction.
Don't use a pencil when filling out the form. It's best to use blue or black ink for clarity and permanence.
Don't forget to keep a copy of the completed form for your records. Having this can be invaluable for future reference.

Misconceptions

Understanding the Tax Power of Attorney (POA) Form 2827 is crucial for effectively managing tax matters. Below are some common misconceptions about this form:

It's only for businesses. Many people believe this form is exclusively for corporations or partnerships. In reality, individuals can also use Form 2827 to authorize someone to act on their behalf regarding tax matters.
It must be filed with taxes every year. There is a misconception that a new form needs to be submitted with each tax return. Once filed, a POA remains valid until revoked or until the specified tax matters are resolved.
Filing a POA means giving away control. Some individuals fear that signing the form means they will lose all control over their tax affairs. A POA allows others to represent you, but you still retain ultimate responsibility for your taxes.
Only attorneys can be authorized. Many think that only lawyers can be designated as representatives through the form. However, taxpayers can appoint friends, family members, or qualified professionals as their representatives.
A verbal agreement is sufficient. Some believe that simply telling someone they can handle their tax matters is adequate. A written POA is essential to ensure that the representation is recognized by the IRS.
It's a complicated process. People often perceive the process of completing and submitting Form 2827 as overly complex. The form is straightforward and designed to be user-friendly.
Once filed, it cannot be changed. Some think that submitting a POA means you cannot make any changes later. In fact, you can revoke or modify your POA at any time.
It only covers federal taxes. Another misconception is that this form is only applicable for federal taxes. A POA can include specific state tax matters as well, depending on the jurisdiction's requirements.

Key takeaways

When filling out and utilizing the Tax Power of Attorney (POA) Form 2827, there are several important considerations to keep in mind. Below are key takeaways to ensure a smooth process.

Understand who can represent you: The form allows you to designate an individual or individuals as your representatives. Make sure that the person you choose is capable of handling the specific tax matters you wish to address.
Provide accurate information: Ensure that all information, such as your Social Security number or Employer Identification Number, is reported accurately. Errors may delay processing or cause complications in your tax matters.
Limit the scope of authority if needed: You have the option to limit the rights of your designated representatives. If some matters are sensitive or outside their expertise, clarifying these limitations can help maintain control over your affairs.
Sign and date the form: A supportive signature and an accurate date are essential for validating the form. Remember that without these, the form may not be recognized by the IRS, potentially impacting your representation.

Taking careful steps when completing the Tax POA Form 2827 will facilitate effective communication and representation with the IRS. Your diligence can help prevent misunderstandings and ensure that your tax needs are met efficiently.