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The Tax Power of Attorney (POA) Form R-7006 is an essential document that facilitates communication between taxpayers and the Michigan Department of Treasury. This form allows individuals to appoint someone they trust—such as a family member, accountant, or attorney—to act on their behalf regarding tax matters. By giving this authority, taxpayers ensure that their chosen representatives can handle issues related to income tax, sales tax, and property tax liabilities effectively. The completion of the R-7006 form is straightforward but requires careful attention to detail, including both the taxpayer’s and the representative’s information. Furthermore, this form can be used for temporary or ongoing representation, making it adaptable to various situations, from simple tax inquiries to more complex issues like audits. It’s important to note that submitting this form does not relieve the taxpayer of their obligations to pay taxes; instead, it enhances their ability to manage those responsibilities efficiently. Understanding how the Tax POA Form R-7006 works can empower individuals to navigate the complexities of the tax system while maintaining control over who assists them in their financial affairs.

Form Sample

R-7006 (1/11)

LOUISIANA

Power of Attorney and Declaration of Representative

DEPARTMENT of REVENUE

PART I. POWER OF ATTORNEY

 

 

 

 

Taxpayer(s) must sign and date this form on page 2.

 

 

PLEASE TYPE OR PRINT.

 

 

 

 

Your Name or Name of Entity

Spouse’s Name, if a joint return (or corporate officer, partner or fiduciary, if a business)

 

 

 

 

Street Address

City

 

State

ZIP

 

 

I

 

I

Social Security/Louisiana or Federal ID Number

Spouse’s Social Security Number (if a joint return)

I

I/we appoint the following representative as my/our true and lawful agent and attorney-in-fact to represent me/us before the Louisiana Department of Revenue. The representative is authorized to receive and inspect confdential information concerning my/our tax matters, and to perform any and all acts that I/we can perform with respect to my/our tax matters, unless noted below. Modes of communication for requesting and receiving information may include telephone, e-mail, or fax. The authority does not include the power to receive refund checks, the power to substitute another rep- resentative, the power to add additional representatives, or the power to execute a request for disclosure of tax returns or return information to a third party.

Representative must sign and date this form on page 2, Part II.

Name

Firm

Street Address

City

State

ZIP

 

I

I

Telephone Number

 

(

)

 

 

 

 

Fax number

 

 

(

)

 

E-mail Address

Acts Authorized. Mark only the boxes that apply. By marking the boxes, you authorize the representative to perform any and all acts on your behalf, including the authority to sign tax returns, with respect only to the indicated tax matters:

Tax Type

Year(s) or Period(s)

Tax Type

Year(s) or Period(s)

■ Individual income tax

 

■ Sales and use tax

 

□

 

□

 

■ Corporate income/franchise tax

 

■ Withholding tax

 

□

 

□

 

■ Special Fuels tax

 

■ Gasoline tax

 

□

 

□

 

■ Tobacco tax

 

■ Other (Please specify.)

 

□

 

□

 

DELETIONS. Mark or list any specifc deletions to the acts otherwise authorized in this power of attorney.

□■ Sign the return(s) for the above tax matters.

□■ Execute an agreement to suspend prescription of tax. □■ File a protest to a proposed assessment.

□■ Execute offers in compromise or settlements of tax liability.

□■ Represent the taxpayer before the department in any proceeding, including protest hearings. □■ Obtain a private letter ruling on behalf of the taxpayer.

□■ Other prohibited acts. (List prohibited acts.) _____________________________________________________________________________________________________________

R-7006 (1/11)

Page 2

NOTICES AND COMMUNICATIONS. Original notices and other written communications will be sent only to you, the taxpayer. Your representative may request and receive information by telephone, e-mail or fax. Upon request, the representative may be provided with a copy of a notice or communication sent to you. If you want the representative to request and receive a copy of notices and communications sent to you, check this box. □■

REVOCATION OF PRIOR POWER(S) OF ATTORNEY. Except for Power(s) of Attorney and Declaration of Representative(s) fled on Form R-7006 (1/11), the fling of this Power of Attorney automatically revokes all earlier Power(s) of Attorney on fle with the Louisiana Department of Revenue for the same tax matters and years or periods covered by this document.

Signature of Taxpayer(s). If a tax matter concerns a joint return, both husband and wife must sign if joint representation is requested. If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, or trustee on behalf of the taxpayer, I certify that I have the authority to execute this form on behalf of the taxpayer.

IF THIS POWER OF ATTORNEY IS NOT SIGNED AND DATED, IT WILL BE RETURNED.

_______________________________________________________________________________________________________________________________________

______________________________

Taxpayer signature

 

Date (mm/dd/yyyy)

____________________________________________________________________________________________________________________________________________

_________________________________

Spouse signature

 

Date (mm/dd/yyyy)

_________________________________________________________________________________

_______________________________________________________

_________________________________

Signature of duly authorized representative, if the taxpayer

Title

Date (mm/dd/yyyy)

is a corporation, partnership, executor or administrator

 

 

Part II. DECLARATION OF REPRESENTATIVE

Under penalties of perjury, I declare that:

•I am not currently under suspension or disbarment from practice before the Internal Revenue Service.

•I am authorized to represent the taxpayer(s) identified in Part I for the tax matters specified there; and

•I am one of the following: (insert applicable letter in table below)

a.Attorney—a member in good standing of the highest court of the jurisdiction shown below.

b.Certified Public Accountant—duly qualified to practice as a certified public accountant in the jurisdiction shown below.

c.Enrolled Agent—a person enrolled to practice before the Internal Revenue Service.

d.Officer—a bona fide officer of the taxpayer organization.

e.Employee—an employee of the taxpayer.

f.Family Member—a member of the taxpayer’s immediate family (state the relationship, i.e., spouse, parent, child, brother, or sister).

g.Other (state the relationship, i.e., bookkeeper or friend)

h.Former Louisiana Department of Revenue Employee. As a representative, I cannot accept representation in a matter with which I had direct involvement while I was a public employee.

IF THIS DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED, THE POWER OF ATTORNEY WILL BE RETURNED.

Designation-Insert Above Letter (a-h)

State Issuing

License

State License Number

Signature

Date

(mm/dd/yyyy)

I

I

I

I

I
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Document Specifications

Fact Name Description
Form Purpose The Tax Power of Attorney (POA) form R-7006 allows individuals to authorize a representative to handle their tax affairs on their behalf.
Governing Law This form is governed under the tax laws and regulations established by the Internal Revenue Service and state tax agencies.
Eligibility Any individual or business entity can complete the R-7006 form to designate another person as their authorized representative for tax matters.
Required Information The form requires personal information about both the taxpayer and the designated representative, including names and identification numbers.
Filing Method There are several ways to file the R-7006 form, including mailing it to the appropriate tax office or submitting it electronically in some jurisdictions.
Duration of Authority The authority granted to the representative remains in effect until revoked by the taxpayer or upon the taxpayer's death.
Revocation A taxpayer can revoke the POA at any time by submitting a written notice to the tax authority along with the R-7006 revocation form, if applicable.
Multiple Representatives Taxpayers may designate more than one representative on the form, but each must be listed clearly to avoid confusion.

Steps to Filling Out Tax POA form r-7006

After obtaining the Tax Power of Attorney (POA) form R-7006, it is essential to ensure that all required information is filled out accurately. This will facilitate the processing of the form by the relevant authorities. Here are the steps to complete the form correctly.

  1. Download and print the Tax POA form R-7006 from the appropriate IRS website or office.
  2. At the top of the form, fill in the name of the taxpayer in the designated space.
  3. Provide the taxpayer’s Social Security Number (SSN) or Employer Identification Number (EIN).
  4. Enter the address of the taxpayer. Ensure that it is complete and accurate.
  5. In the appropriate section, specify the type of tax for which the Power of Attorney is being granted here.
  6. Indicate the tax years or periods relevant to the authority granted.
  7. Next, fill in the names of the individuals being authorized to represent the taxpayer.
  8. Provide the IRS accession numbers of the representatives listed, if applicable.
  9. Have the taxpayer sign and date the form at the bottom. This signature must match the name provided at the top.
  10. Make a copy of the completed form for your records before submission.
  11. Finally, submit the completed form to the appropriate office as directed.

Once submitted, the form will be reviewed and processed by the designated authority. A follow-up may be required to confirm that the POA has been accepted and is in effect.

More About Tax POA form r-7006

What is the Tax POA form R-7006?

The Tax POA form R-7006 is a Power of Attorney form specifically designed for individuals or entities who wish to authorize someone else to handle their tax matters with the state tax agency. By completing this form, you allow an appointed representative to act on your behalf in tax-related situations, such as filings, inquiries, and negotiations with tax authorities.

Who can I designate as my representative on the R-7006 form?

You may designate an attorney, certified public accountant, or any other individual you trust to represent you. This person should be knowledgeable about tax matters and will be empowered to act in your best interests. It’s essential to choose someone reliable and whom you feel comfortable granting this authority.

What information is required to complete the R-7006 form?

To complete the R-7006 form, you'll need to provide basic information about yourself, including your name, address, and taxpayer identification number. Additionally, you must include the representative's details, such as their name and contact information. Lastly, a signature is required to validate the form, confirming your consent to appoint this individual.

Do I need to submit the R-7006 form every year?

No, you do not need to submit the Tax POA form R-7006 annually. Once the form is accepted, it remains in effect until you revoke it in writing or until the representative is no longer authorized to act on your behalf. However, if you wish to change representatives or if your circumstances change, you will need to file a new form.

How long does it take for the R-7006 form to be processed?

The processing time for the R-7006 form varies by agency and their current workload. Generally, you can expect a confirmation of your submission within a few weeks. However, some situations might require additional review, which could take longer. It’s always a good idea to follow up if you haven’t received confirmation in a reasonable time frame.

What should I do if I change my mind about my representative?

If you change your mind about your representative, you have the option to revoke the power of attorney. To do this, you will need to submit a written notice to the tax agency, specifying that you are revoking the authority granted to your previously designated representative. Once the agency processes this revocation, your former representative will no longer have any authority to act on your behalf.

Common mistakes

  1. Failure to Sign the Form: One of the most common mistakes is neglecting to sign the form. Without a signature, the IRS will not acknowledge the Power of Attorney (POA) request. It is essential to ensure that all necessary signatures are provided.

  2. Incorrect Taxpayer Information: Inaccuracies in the taxpayer’s name, Social Security number, or address can lead to significant delays. Double-checking this information against official documents is crucial for accuracy.

  3. Not Specifying Tax Matters: The form allows for specific tax matters to be designated. Failing to clearly state which tax matters the POA covers can complicate the authority granted to the representative. It's important to be detailed in this section.

  4. Missing Dates: Dates are vital for the validity of the form. Omitting the date of signature or the effective date of the POA can lead to confusion or rejection of the document. Always include relevant dates to maintain clarity.

By avoiding these common mistakes, individuals can ensure that their Tax POA form is processed smoothly and efficiently. Always review the completed form before submission to mitigate potential errors.

Documents used along the form

The Tax Power of Attorney form, known as R-7006, is an important document that allows individuals to designate someone else to handle their tax matters. Alongside this form, several other documents may be necessary to ensure that all aspects of tax representation are covered. Below is a list of five commonly used forms and documents in conjunction with the R-7006 form, each with a brief description.

  • IRS Form 2848: This is the federal Power of Attorney form that allows taxpayers to authorize someone to represent them before the IRS. It includes important details such as specific tax matters and periods covered.
  • State-specific POA Forms: Many states have their own Power of Attorney forms that should be submitted along with the federal form. These are necessary for state tax representation and vary by state.
  • Form 8821: This is the IRS form for Tax Information Authorization. Unlike Form 2848, it does not grant representation rights but allows an individual to receive confidential tax information.
  • Form 4506: A request for a copy of tax returns, this form is often used to obtain prior tax documents that may be needed for tax preparation or audits.
  • Form 9465: This form allows taxpayers to request a payment plan if they owe taxes. It can be critical for establishing acceptable payment terms during tax representation.

Being aware of these related documents can aid in preparing for tax representation effectively. Having the right forms completed and submitted helps ensure that all necessary authorizations are in place for a smooth tax handling process.

Similar forms

The Tax Power of Attorney (POA) form, commonly known as R-7006, shares similarities with the IRS Form 2848, known as the Power of Attorney and Declaration of Representative. Both forms allow individuals to appoint someone else to act on their behalf concerning tax matters, ensuring that the designated person can communicate directly with tax authorities. They outline the specific rights and powers granted to the representative, permitting them to receive confidential tax information and represent the taxpayer in various tax situations, thus facilitating efficient resolution of tax-related issues.

Another similar document is the IRS Form 8821, known as the Tax Information Authorization. While this form does not grant the same level of authority as a POA, it provides permission for someone to receive tax information on behalf of the taxpayer. The key difference lies in representation; Form 8821 permits access to information without allowing the appointee to represent the taxpayer in dealings with the IRS, making it a more limited tool in terms of authority and capabilities.

State-specific Power of Attorney forms often resemble the R-7006 in that they grant individuals the ability to represent others in various legal and tax matters. Different states have different versions, but the fundamental purpose remains the same: to legally empower someone to act on another person’s behalf. These state POA forms can cover general representation or be tailored specifically to tax matters, emphasizing the necessity of ensuring the document adheres to state-specific requirements.

The IRS Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, also shares some similarities in specific circumstances. When handling estate taxes, executors often need to delegate authority to handle tax responsibilities, paralleling the authority granted in a Tax POA. Although primarily a tax return form, the intentions surrounding the delegation of tax-related responsibility are akin, highlighting the need for proper representation during the estate settlement process.

The IRS Form 4506, titled Request for Copy of Tax Return, showcases another connection by allowing an individual to authorize someone else to obtain copies of their tax returns. This resemblance lies in the premise of granting permission, although the scope is limited to retrieving documents rather than representing the taxpayer in communications with the IRS. The authorization process in both scenarios aims to streamline communication regarding tax matters.

The Limited Power of Attorney form often used in financial matters, while different in focus, is similar in function. It allows an individual to delegate specific rights, which can include tax-related decisions. While this form might not always be directed strictly towards tax issues and remains more broad in scope, the fundamental idea of delegating authority empowers individuals to manage their financial and tax-related affairs more efficiently.

Durable Power of Attorney forms are another closely related document. They allow individuals to designate a person to make decisions on their behalf if they become incapacitated. This breadth of authority can extend to tax matters, just like the Tax POA, but the durable aspect provides a safeguard for continuing the appointee's role even when the principal can no longer manage their affairs, ensuring that tax obligations are met without interruption.

Finally, the medical POA form serves as a related document by illustrating how specific powers can be granted for particular situations. Just as the Tax POA empowers someone to act in tax-related contexts, a medical POA empowers an individual to make healthcare decisions for another. Both documents highlight the significance of agency and trust in allowing appointed representatives to act effectively on behalf of someone else, albeit in distinctly different areas of responsibility.

Dos and Don'ts

When filling out the Tax Power of Attorney (POA) Form R-7006, it is essential to follow the correct procedures to ensure your form is accepted without issues. Here are ten things you should and shouldn't do:

  • Do read the instructions carefully before starting.
  • Don't skip any required fields on the form.
  • Do provide accurate and complete information about yourself and your representative.
  • Don't use nicknames or initials; stick to full legal names.
  • Do sign and date the form before submission.
  • Don't forget to include your Social Security Number (SSN) or Employer Identification Number (EIN) when required.
  • Do double-check all entries for errors or omissions.
  • Don't submit the form without verifying the representative's eligibility.
  • Do keep a copy of the filled-out form for your records.
  • Don't delay in submitting the form to ensure timely processing.

Following these guidelines will help ensure that your Tax POA form is processed smoothly and that you can effectively manage your tax matters.

Misconceptions

The IRS Form R-7006 is a Power of Attorney (POA) form used to grant authority to an individual or organization to represent a taxpayer before the IRS. However, various misconceptions exist about this form. Here are ten common misconceptions:

  • Only tax professionals can be designated: Taxpayers can designate any individual, including friends or family members, as their representative.
  • It is only useful for audits: The form is applicable not only during audits but also for a wide range of IRS matters, including filing returns and managing accounts.
  • Once signed, it cannot be revoked: Taxpayers have the right to revoke the POA at any time by submitting a written notice to the IRS.
  • It must be notarized: The R-7006 form does not require notarization; a signature from the taxpayer is sufficient.
  • It only covers federal taxes: While primarily for federal matters, it can address specific state tax issues when combined with state-level forms.
  • Only one POA can be in effect at a time: A taxpayer can have multiple POAs simultaneously as long as they outline different areas of authority.
  • The form is only accepted if filed online: The R-7006 can be filed both electronically and by mail without any issues.
  • It expires after the tax year: The authority granted does not automatically expire after the end of a tax year unless specified by the taxpayer.
  • Only individual income taxes can be addressed: Various types of taxes, including corporate and excise taxes, can also be managed using this form.
  • There are no fees associated with filing: While there is no fee for the form itself, there may be charges for consulting or hiring a representative.

Understanding these misconceptions can help taxpayers navigate the process more effectively and ensure that they leverage the R-7006 form appropriately.

Key takeaways

When filling out and using the Tax POA (Power of Attorney) form R-7006, it is crucial to follow specific guidelines to ensure that the submission is correct and effective. Here are some key takeaways:

  1. Understand the purpose of the form. The form allows an individual to authorize another person to act on their behalf in tax matters.
  2. Verify the eligibility of the representative. The person designated as the representative must meet specific criteria set by the IRS.
  3. Fill out the form completely. Missing information can lead to delays or rejection of the Power of Attorney request.
  4. Submit the form to the appropriate IRS office. Ensure it is sent to the correct address to avoid processing issues.
  5. Keep a copy of the completed form. This will serve as a valuable record in case any questions arise about the authorization.
  6. Be aware of any additional requirements. Some states may have specific regulations that apply when using this form for local taxes.

Following these guidelines can help streamline the process and enhance communication between the taxpayer and the IRS.