Blank Tax POA form dr 0145 Template

The Tax POA Form DR 0145 is an official document that grants an individual or entity the authority to represent a taxpayer in dealings with the Florida Department of Revenue. This form plays a crucial role for those who need assistance managing tax matters, ensuring that the appointed representative can act on behalf of the taxpayer. For those ready to take action, consider filling out the form by clicking the button below.

Article Guide

The Tax Power of Attorney (POA) Form DR 0145 plays a crucial role in the realm of tax administration, allowing individuals and entities to appoint authorized representatives to act on their behalf in dealing with the Department of Revenue. This form is essential for those who may find it challenging to navigate the complexities of tax laws or who simply wish to have a trusted advisor manage their tax-related matters. Filling out the DR 0145 correctly is vital, as it provides permission for the designated agent to receive confidential tax information, represent the taxpayer in discussions with tax authorities, and handle various tax filings. From individuals needing assistance during tax audits to businesses requiring representation during compliance checks, this form facilitates a smoother interaction between taxpayers and the government. Notably, the validity of the form hinges on the clear identification of both the taxpayer and the representative, ensuring that all parties understand the scope of authority granted. Keeping a copy of this document is advisable, as it serves as essential proof of the designated authority. Therefore, understanding the nuances of the DR 0145 form is beneficial for anyone looking to simplify their tax obligations and ensure their interests are adequately represented.

Form Sample

DR 0145 (12/09/13)		130145==19999
DR 0145 (12/09/13)
Taxation Business Group
COLORADO DEPARTMENT OF REVENUE
Denver, CO 80261-0009
www.TaxColorado.com
www.TaxColorado.com

Tax Information Designation and

Date Received:

Office Use Only

Power of Attorney for Representation

Taxpayer Last Name or Business Name

First Name

Middle

Initial

SSN, CAN or FEIN

Spouse’s Last Name, if returns are filed jointly

First Name

Middle Initial

SSN or CAN

Address

City

State

Zip

Mark only one (the department will accept the federal form 2848,

Power of Attorney and Declaration of Representative, in lieu of this document):

□

Tax Information Authorization: Marking this box allows the

Power of Attorney for Representation: Mark this box if you want

department to disclose your confidential tax information to

□ a person to “represent” you. This means the person may receive

your designee. You may designate a person, agency, firm or

confidential information and may make tax decisions on your behalf.

organization. See Section 39-21-113 (4) (b).

For

□ All Tax years or □ Specific tax years/filing periods:

I hereby appoint the following person as Designee for Tax Information or Attorney for Representation:

Last Name

First Name

Middle Initial

Mailing Address

Phone Number

(

)

City

State

Zip

Fax Number

(

)

Name of business/firm (if applicable)

Representative’s title or relationship to taxpayer

Last Name

First Name

Middle Initial

Mailing Address

Phone Number

(

)

City

State

Zip

Fax Number

(

)

Name of business/firm (if applicable)

Representative’s title or relationship to taxpayer

The above-named is authorized to receive my confidential information and/or represent me before the Colorado

Department of Revenue for:

□ All tax matters until this authorization is revoked in writing, or

□ Specific tax matters as follows (mark all that apply):

					130145==29999

□	State Sales Tax	Period (MM/DD/YY-MM/DD/YY)	□	Partnership Income Tax		Period (MM/DD/YY-MM/DD/YY)
□	State Sales Tax	–	□	Partnership Income Tax		–
		–				–

□	State Consumer Use Tax	Period (MM/DD/YY-MM/DD/YY)	□	Withholding Income Tax		Period (MM/DD/YY-MM/DD/YY)
□	State Consumer Use Tax	–	□	Withholding Income Tax		–
		–				–

□	Individual Income Tax	Period (MM/DD/YY-MM/DD/YY)	□	All Department-		Period (MM/DD/YY-MM/DD/YY)
□	Individual Income Tax	–	□	Administered Sales Taxes		–
		–				–

□ Corporate Income Tax		Period (MM/DD/YY-MM/DD/YY)		All Department-		Period (MM/DD/YY-MM/DD/YY)
		–	□	All Department-		–
			□	Administered Consumer Use Taxes
□	Fiduciary Income Tax	Period (MM/DD/YY-MM/DD/YY)	□	Other tax (specify)		Period (MM/DD/YY-MM/DD/YY)
□	Fiduciary Income Tax	–	□	Other tax (specify)		–
		–				–

If other, please explain

Signature of Taxpayer(s)

•I acknowledge the following provision: Actions taken by a Power of Attorney representative are binding, even if the representative is not an attorney. Proceedings cannot later be declared legally defective because the representative was not an attorney.

•Corporate officers, partners, fiduciaries, or other qualified persons signing on behalf of the taxpayer(s):

I am authorized to sign this form on behalf of the entity or person identified above as the taxpayer because:

I am the taxpayer

The taxpayer is a corporation, and I am the corporate officer

The taxpayer is a partnership, and I am a partner

The taxpayer is a trust, and I am the trustee

The taxpayer is a decedent’s estate, and I am the estate administrator

The taxpayer is a receivership, and I am the receiver

Other (if none of the above, then explain what representative capacity you have for the taxpayer)

•If a tax matter concerns a joint return, both spouses must sign if joint representation is requested. Taxpayers filing jointly may authorize separate representatives.

Signature	Print Name				Date (MM/DD/YY)
	I
Title (if applicable)			Daytime telephone number
		I(		)
Spouse Signature (if joint representation)	Print Name				Date (MM/DD/YY)

Declaration of Representative — I am authorized to represent the taxpayer(s) identified above for the tax matter(s) specified.

Signature

Date (MM/DD/YY) Title

Note: This authorization form automatically revokes and replaces all earlier tax information designations and/or earlier powers of attorney for representation on file with the Colorado Department of Revenue for the same tax matters and years or periods covered by this form. Attach a copy of any other tax information authorization or power of attorney you want to remain in effect.

If you do not want to revoke a prior authorization, taxpayer sign here

Spouse signature if returns are filed jointly

Please complete the following, if known (for routing purposes only). Otherwise, you may mail this document or submit an electronically scanned copy of the document through Revenue Online, www.Colorado.gov/RevenueOnline

Revenue Employee

Division		Section

Telephone Number		Fax Number
(	)	(	)

Send to: Colorado Department of Revenue Denver, CO 80261-0009

If this tax information authorization or power of attorney form is not signed, it will be returned.

Instructions for DR 0145

This form is used for two purposes:

•Tax information disclosure authorization. You authorize the department to disclose your confidential tax information to another person. This person will not receive original notices we send to you.

•Power of attorney for representation. You authorize another person to represent you and act on your behalf. The person must meet the qualifications listed here. Unless you specify differently, this person will have

full power to do all things you might do, with as much binding effect, including, but not limited to: providing information; preparing, signing, executing, filing, and inspecting returns and reports; and executing statute of limitation extensions and closing agreements.

SSN: Social Security Number

CAN: Colorado Account Number

FEIN: Federal Employer Identification Number

This form is effective on the date signed. Authorization terminates when the department receives written revocation notice or a new form is executed (unless the space provided on the front is initialed indicating that prior forms are still valid). If this tax information designation and power of attorney for representation form is used for taxpayers on a joint return, both the primary taxpayer and spouse must sign this form.

Unless the appointed representative has a fiduciary relationship to the taxpayer (for example, personal representative, trustee, guardian, conservator), an original Notice of Deficiency will be mailed to the taxpayer as required by law. A copy will be provided to the appointed representative when requested.

For corporations, “taxpayer” as used on this form, must be the corporation that is subject to Colorado tax. List fiscal years by year end date.

An individual who prepares and either signs your tax return or who is not required to sign your tax return (by the instructions or by rule), may represent you during an audit of that return. That individual may not represent you for any other purpose unless they meet one of the qualifications listed above.

Generally, declarations for representation in cases appealed beyond the Department of Revenue must be in writing to the local jurisdiction district court. A person recognized by a district court will be recognized as your representative by the department.

Taxpayer Assistance

General tax information

www.TaxColorado.com

Revenue Online account access www.Colorado.gov/RevenueOnline

Telephone

303-238-7378

⇩ PDF

Document Specifications

Fact Name	Description
Purpose	The Tax POA Form DR 0145 allows taxpayers to authorize a representative to act on their behalf regarding tax matters.
Governing Law	This form is governed by the tax laws of the state in which it is filed.
Eligibility	Any individual taxpayer, including corporations and partnerships, can complete this form to designate a representative.
Submission Process	The completed form must be submitted to the appropriate tax authority in the relevant state.
Revocation	A taxpayer can revoke the authorization at any time by submitting a new form or a written notice.

Steps to Filling Out Tax POA form dr 0145

Filling out the Tax POA form (DR 0145) is a straightforward process that allows you to designate someone to represent you in tax matters. Let’s jump right into the steps to make this as clear and easy as possible.

Obtain the Form: Download the Tax POA Form DR 0145 from the official tax authority website or request a paper copy from your local tax office.
Fill in Your Information: Start by entering your name, address, and contact information on the top of the form. This identifies you as the taxpayer.
Designate Your Representative: Provide the name, address, and phone number of the person you are granting authorization to. Make sure their information is accurate.
Select Representation Type: Specify what kind of authority you are granting. You may choose to give them full power or limit their authority based on your preferences.
Sign and Date: You must sign and date the form. This confirms that you are allowing the designated person to act on your behalf.
Submit the Form: Send the completed form to the appropriate tax authority by mail or electronically, depending on the guidelines provided.

With the form filled out and submitted, the next step will be to await confirmation from the tax authority. They may reach out if they need any additional information or documentation.

More About Tax POA form dr 0145

What is the Tax POA Form DR 0145?

The Tax POA Form DR 0145 is a Power of Attorney form used in the state of Florida. This form allows individuals to designate another person, typically a tax professional or lawyer, to represent them before the Florida Department of Revenue. This representation can include handling tax matters, filing tax returns, and responding to any inquiries or notifications related to taxes.

Who can I designate as my representative using Form DR 0145?

You can designate anyone you trust to act on your behalf as your representative. This can include accountants, attorneys, or tax preparers. Ensure that the person you select is knowledgeable about tax matters and can competently manage your affairs with the Department of Revenue.

Do I need to provide any personal information to complete the form?

Yes, completing the form requires you to provide specific personal information. Typically, this includes your name, address, and Social Security number or taxpayer identification number. The representative's details must also be included, ensuring clarity about whom you are authorizing to act for you.

Is there a specific reason to use Form DR 0145 rather than other forms?

Using Form DR 0145 is crucial for tax representation specifically in Florida. It grants your designated representative the authority to engage directly with the Department of Revenue on your behalf, ensuring efficient communication and action regarding your tax matters. While other POA forms may exist, they may not cover state-specific tax issues adequately.

How do I submit Form DR 0145 after completing it?

Once you have filled out the form, you should submit it directly to the Florida Department of Revenue. While you can often submit it electronically, mailing a physical copy is also acceptable. Always check the latest submission guidelines, as procedures may evolve over time.

How long is my Power of Attorney effective once I file this form?

The Power of Attorney granted through Form DR 0145 remains in effect until you revoke it or until the job for which it was created is completed. You can revoke it at any time by filing a revocation form with the Department of Revenue. It is crucial to communicate any changes to your representative to avoid misunderstandings.

Can I also act on my own behalf while my representative is authorized?

Yes, even after designating a representative using Form DR 0145, you maintain the right to act on your own behalf. It is wise to coordinate communication with your representative and keep them informed of any actions you take to ensure consistency in your tax matters.

Will filing this form ensure that my representative has full access to my tax information?

The form does grant your representative access to your tax information within the scope defined. However, it is vital to understand that the authority granted may not always cover every aspect of your tax matters. You may want to specify the limits of the authority on the form if you have particular areas of concern.

What should I do if my representative is no longer able to act on my behalf?

If your representative becomes unable to act for any reason—be it illness, relocation, or any other circumstance—it is essential to notify the Florida Department of Revenue. Consider revoking the existing Power of Attorney and appointing a new representative as needed to ensure your tax affairs continue to be managed smoothly.

Can I obtain assistance in completing Form DR 0145?

Absolutely. If you find filling out Form DR 0145 challenging, reach out for help. Tax professionals, such as accountants or tax attorneys, can guide you through the process. Additionally, resources are often available through the Florida Department of Revenue to assist taxpayers in fulfilling their obligations and understanding the forms.

Common mistakes

Not Providing Complete Information

One common mistake is failing to fill out all required fields. Omitting even small details like your Social Security number or the date can lead to significant delays. Be meticulous in ensuring that every section of the form is completed.
Incorrect Signatures

Many individuals either forget to sign the form or sign it incorrectly. A signature not matching what the IRS has on file can void the form. Make sure to use your legal name and sign with the same signature used on your tax returns.
Not Designating an Appropriate Representative

Choosing the wrong representative can lead to misunderstandings and complications. Ensure that the person you select is authorized to handle your tax matters and understands your needs. This helps avoid issues during interactions with the IRS.
Ignoring Submission Guidelines

Many people neglect to follow the specific submission guidelines outlined by the IRS. This can include incorrect submission methods or not sending the form to the designated office. Always check the latest instructions to ensure correct submission.

Documents used along the form

The Tax Power of Attorney (POA) Form DR 0145 allows individuals to designate someone else to handle their tax matters with the Department of Revenue. Along with this form, there are several other documents that are often utilized to ensure smooth communication and compliance with tax obligations. Below is a list of commonly used forms and documents.

Form W-9: This form requests the taxpayer's identification information, including their name, address, and taxpayer identification number (TIN). It's often used for freelance work or if a business needs to report payments made to an individual.
Form 1040: Known as the individual income tax return, this form is filed by individuals to report their income, calculate taxes owed, and determine tax refunds. It’s essential for ensuring compliance with federal tax obligations.
Form 9465: This is the request for an installment agreement. It allows taxpayers who can't pay their taxes in full to arrange a payment plan with the IRS, making it easier to manage tax liabilities over time.
Form 843: This form is used to request a refund or a waiver of certain penalties. Taxpayers can use it to ask the IRS to reconsider a decision regarding tax assessments or penalties.
Form 8821: Similar to the POA, Form 8821 allows taxpayers to authorize someone else to receive and inspect their tax information but does not grant them the power to represent the taxpayer before the IRS.

Each of these forms plays a critical role in managing tax issues effectively. They help individuals navigate the complexities of tax law and ensure that their interests are represented appropriately.

Similar forms

The Tax Authorization for Powers of Attorney (POA) form DR 0145 allows individuals to authorize someone to represent them before tax authorities. Similar to this form is the IRS Form 2848, which serves as a power of attorney for federal tax matters. This document permits taxpayers to appoint an individual to act on their behalf concerning tax issues, ensuring that the appointed person can handle all communications with the IRS effectively. Both forms streamline processes by allowing designated representatives to manage specific tax obligations without requiring the taxpayer's constant involvement.

Another comparable document is the IRS Form 8821, which is a tax information authorization. While it does not grant legal representation like the POA, it permits individuals to allow an agent to receive and inspect tax information. This document is essential for those who want a trusted person to have access to their tax records, similar to how the Tax POA form allows for broader representation during tax transactions.

The California Franchise Tax Board's Form FTB 3520 also mirrors the DR 0145 by enabling individuals to appoint an agent to act on their behalf. This form is specifically for state taxes and allows the designated representative to handle matters concerning the California taxation system. It essentially combines the capabilities of both the IRS forms, highlighting the necessity for clear representation at both state and federal levels.

The VA Form 22-5490, used for educational benefits claims, shares similarities in the representation aspect. Although this form pertains to benefits rather than taxes, it provides veterans with the ability to authorize representatives to assist with claims. This highlights the importance of empowering individuals to engage trusted representatives in various bureaucratic matters, much like the DR 0145 in tax scenarios.

Form 4868 also shares a connection with the DR 0145 as it relates to tax filings. While the former is an extension form for filing income taxes, it often requires taxpayers to authorize a representative to act on their behalf for any communications regarding the extension. The ability to designate someone to navigate extensions mirrors the authorization functions in the DR 0145, emphasizing facilitation during critical timeframes.

The Social Security Administration’s Form SSA-21, commonly used for designating a representative payee, showcases a similar purpose of representation. This form allows individuals to appoint a representative to manage their Social Security benefits. Like the DR 0145, this document is critical in ensuring individuals receive assistance in overcoming administrative hurdles in managing personal affairs.

Additionally, the Department of Veterans Affairs’ VA Form 21-22 serves as another example. It allows veterans to name a person as their representative in VA claims processes. This form, like the DR 0145, facilitates access to important services and ensures that veterans can receive necessary assistance through their appointed representatives, reinforcing the theme of delegated responsibility.

Lastly, the Medicare Authorization Form shares traits with the DR 0145 as it allows beneficiaries to authorize someone to handle their Medicare claims and issues. This document emphasizes the importance of having a trusted individual to manage health care-related matters, similar to how the Tax POA form ensures individuals have capable representation with tax authorities.

Dos and Don'ts

When filling out the Tax Power of Attorney (POA) form DR 0145, specific steps can ensure a smooth process. Consider the following do's and don'ts:

Do provide accurate information about yourself and the representative.
Do sign and date the form to validate your request.
Do check that you have included all necessary attachments, if required.
Don't leave any sections blank that need to be completed.
Don't forget to double-check for typos or errors before submitting.

Misconceptions

Here are some common misconceptions about the Tax POA form, known as form DR 0145, along with clarifications to help clear them up.

It's only for businesses. Many believe that only businesses can use the Tax POA form. In fact, individuals can also appoint a representative for personal tax matters.
It requires a lawyer to complete. Some think a lawyer must fill out the form. In reality, individuals can often complete it themselves, as long as they understand the instructions.
You need to file it every year. There’s a belief that this form must be submitted annually. However, once the form is filed, it remains in effect until revoked or updated.
The representative can make decisions without limits. Some assume the appointed representative has full authority. The powers granted depend on what is specified in the form.
You cannot revoke the form. It is commonly thought that once submitted, the form cannot be changed or revoked. You can revoke it at any time by submitting a new form.
The IRS must accept it immediately. There is a misconception that the IRS accepts the form right away. Acceptance can take time, and processing may vary.
It's the same as other power of attorney forms. Some believe this form is interchangeable with general power of attorney forms. However, the Tax POA form is specifically designed for tax matters.
All states accept the same version of the form. People might think there’s one universal form. Variations exist based on state requirements; it's essential to check local rules.
Once submitted, you cannot track its status. Many think there’s no way to follow up on it. You can contact the IRS to check on the status of your filing.

Key takeaways

Here are key takeaways for filling out and using the Tax POA form DR 0145:

Ensure correct completion of the form with accurate names and identification details to avoid processing delays.
Designate a trusted individual to act on your behalf for specific tax matters. This person will handle communications with the IRS.
Include all relevant tax years on the form. This ensures your authorized representative can address all outstanding issues.
Submit the form to the appropriate tax authority. Confirm that it reaches the right department for timely processing.
Keep a copy of the completed form for your records. This documentation is essential for future reference.
Monitor the status after submission. If there are any delays, follow up promptly to ensure your request is being processed.