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The Tax Power of Attorney (POA) form RI-2848 is a critical document designed for individuals or businesses who need to authorize someone else, such as a tax professional or an attorney, to handle their tax matters with the Rhode Island Division of Taxation. This form allows the designated representative to communicate directly with tax authorities on behalf of the taxpayer, providing them the authority to discuss tax liabilities, receive sensitive information, and make decisions regarding tax filings. One of the key features of RI-2848 is its flexibility; it can be tailored to grant specific powers or provide general authority depending on the taxpayer's needs. Additionally, the RI-2848 form must be completed accurately and submitted to ensure that the appointed representative is officially recognized by the state tax department. Taxpayers should be aware of the form’s expiration, as powers granted through it do not last indefinitely. Understanding how this form works is essential for both taxpayers seeking assistance and their chosen representatives, ensuring that tax matters are handled efficiently and effectively.

Form Sample

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State of Rhode Island and Providence Plantations

Illllll lllll lllll lllll lllll lllll lllll lllll lllll lllll lllll lllll 111111111111111111

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Form RI-2848

 

Power of Attorney

14103988880101

 

Taxpayer name

 

Social security or federal identification number

 

 

 

 

 

 

Address

City, town or post office

State

ZIP code

 

 

 

 

 

 

Taxpayer name

 

Social security or federal identification number

 

 

 

 

 

 

Address

City, town or post office

State

ZIP code

 

 

 

 

 

hereby appoints:

 

 

 

 

 

 

 

 

 

Power of Attorney name

 

Telephone number

 

 

 

 

 

 

Address

City, town or post office

State

ZIP code

 

 

 

 

 

 

Power of Attorney name

 

Telephone number

 

 

 

 

 

 

 

Address

City, town or post office

State

ZIP code

as attorney(s)-in-fact to represent the taxpayer(s) before the office of the State of Rhode island, Division of Taxation, for the following state matters (specify the type(s) of tax and year(s) or period(s) (date of death if this is for estate tax)):

The attorney (s)-in-fact (or either of them) are authorized, subject to revocation, to receive confidential information and to perform on behalf of the taxpayer (s) the following acts for the above tax matters:

Check off any of the following which are NOT granted.

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[ I

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To receive, but not to endorse and collect, checks in payment of any refund of state taxes, penalties or interest.

To execute waivers (including offers of waivers) of restrictions on assessment or collection of deficiencies in tax and waivers of no- tice of disallowance of a claim for credit or refund.

To execute consents extending the statutory period for assessment or collection of taxes. To execute closing agreements.

To represent taxpayer (s) at preliminary reviews and administrative hearings. (Must be an attorney, person authorized by law to prac- tice accountancy, or partner or corporate officer of taxpayer as provided by the Administrative Hearing Procedures.)

Other acts (specify) ______________________________________________________________________

Notices and other written communications in proceedings involving the above matters shall be sent to the above named attorney (s) so long as this power of attorney remains in effect.

Copies to be sent to the taxpayer (s).

This power of attorney revokes all earlier powers of attorney and tax information authorizations on file with the Division of Taxation office for the same matters and years or periods covered by this form, except the following (Specify to whom granted, date granted, and address in- cluding ZIP code; or refer to attached copies of earlier powers and authorizations):

If signed by corporate officer, partner, or fiduciary on behalf of the taxpayer,

I certify that I have authority to execute this power of attorney on behalf of the taxpayer.

Taxpayer signature

Print name

Title (if applicable)

Date

 

 

 

 

Taxpayer signature

Print name

Title (if applicable)

Date

 

 

 

 

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Mailing address: RI Division of Taxation, One Capitol Hill, Providence, RI 02908-5806

Revised 11/2014

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State of Rhode Island and Providence Plantations

Illllll lllll lllll lllll lllll lllll lllll lllll lllll lllll lllll lllll 111111111111111111

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Form RI-2848

 

Power of Attorney

14103988880102

 

This declaration must be completed by the attorney, certified public accountant, licensed public accountant, or enrolled agent. I declare that I am not currently under suspension or disbarment from practice before the Division of Taxation and that:

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I am a member in good standing of the bar of the highest court of the jurisdiction indicated below; or

I am duly qualified to practice as a certified public accountant in the jurisdiction indicated below; or

I am a licensed public accountant in the jurisdiction indicated below.

I am actively enrolled to practice before the Internal Revenue Service.

Designation

Jurisdiction

Signature

Date

(Attorney, CPA, LPA or enrolled agent)

(State, etc)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If the power of attorney is granted to a person other than an attorney, certified public accountant, or licensed public accountant, or enrolled agent, it must be witnessed or notarized below.

The person (s) signing as or for the taxpayer (s): (Check and complete ONE.)

 

 

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is/are known to and signed in the presence of the two disinterested witnesses whose signatures appear here:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of witness

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of witness

Date

 

 

 

 

 

LJ

 

appeared this day before a notary public and acknowledged this power of attorney as a voluntary act and deed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of notary

Date

NOTARIAL SEAL

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⇩ PDF

Document Specifications

Fact Name Description
Purpose The RI-2848 form allows a taxpayer to designate an authorized representative to act on their behalf regarding tax matters in Rhode Island.
Governing Law This form is governed by the Rhode Island General Laws related to tax administration.
Eligibility Any individual or entity with a tax obligation in Rhode Island can utilize the RI-2848 to appoint a representative.
Submission Completed forms must be submitted to the Rhode Island Division of Taxation to ensure proper authority is granted to the representative.

Steps to Filling Out Tax POA form ri-2848

Once you have the RI-2848 form in hand, it's time to fill it out carefully. This form is essential for designating someone to represent you in tax matters. Completing it correctly will ensure that your representative has the authority to act on your behalf with the tax authorities. Follow these steps to fill out the form accurately.

  1. Gather necessary information such as your name, contact details, and Social Security number or Employer Identification Number (EIN).
  2. Begin filling out the RI-2848 form. In the top section, enter your name as it appears on your tax return.
  3. Provide your mailing address. This should be your current and correct address for any correspondence.
  4. Fill in your phone number where you can be reached.
  5. In the designated section, write the name of your chosen representative. This person will act on your behalf.
  6. Include the representative’s phone number and address, ensuring all details are accurate.
  7. Specify the type of tax and the tax years for which the power of attorney is granted. Be precise to avoid any confusion.
  8. Sign and date the form. This certifies that you understand and authorize the contents of the form.
  9. If required, have a witness sign the form, depending on state regulations.

After completing the form, review it for accuracy. It might be helpful to keep a copy for your records. Submit the RI-2848 form to the appropriate tax authority, ensuring that it reaches them within any deadlines that may apply. Your representative can then begin assisting you with your tax matters.

More About Tax POA form ri-2848

What is the RI-2848 form?

The RI-2848 form is a Power of Attorney (POA) document specifically for tax purposes in Rhode Island. It allows you to designate an individual or organization to represent you before the Rhode Island Division of Taxation regarding your tax matters.

Who should use the RI-2848 form?

This form is suitable for anyone who needs assistance with their Rhode Island taxes. Individuals, business owners, and entities seeking help from a tax professional can benefit from appointing an authorized representative through this form.

How do I complete the RI-2848 form?

To fill out the RI-2848 form, provide your contact information, the representative’s details, and specify the tax matters for which the authorization applies. It’s essential to ensure all sections are completed accurately to avoid delays in processing.

Do I need to file the RI-2848 form with the state?

Once completed, the RI-2848 form does not need to be filed with the state. Instead, it should be given to your representative, who will present it as needed when communicating with the tax authority on your behalf.

Can I revoke the RI-2848 form?

Yes, you can revoke the RI-2848 form at any time. To do so, complete a new form indicating the revocation, or submit a written statement to the Rhode Island Division of Taxation specifying your intent to cancel the authorization.

Is there a fee for using the RI-2848 form?

No fee is associated with completing and submitting the RI-2848 form. However, if you hire a tax professional to assist you, they may charge for their services.

How long does the RI-2848 authorization last?

The authorization granted through the RI-2848 form remains valid until revoked by you, or until the scope of the tax matters is completed. Always check with your tax representative for specific details related to your situation.

Can I change my representative after submitting the form?

Yes, you can change your representative. You will need to fill out a new RI-2848 form designating a new representative, effectively superseding any previous designations.

What should I do if I have more questions about the RI-2848 form?

If you have more questions, consider contacting the Rhode Island Division of Taxation directly. They can provide guidance specific to your situation and help clarify any uncertainties regarding the form.

Where can I obtain the RI-2848 form?

The RI-2848 form is available on the Rhode Island Division of Taxation’s website. You can download the form, print it, and fill it out easily. Ensure you have the most current version for your use.

Common mistakes

  1. Not including complete personal information. Make sure to provide your full name, address, and taxpayer identification number. Omitting any of these details can lead to processing delays.

  2. Failing to sign the form. Users often overlook the importance of a signature. Without it, the form may be considered invalid.

  3. Selecting the wrong type of POA. It’s crucial to indicate whether the authority is for specific tax matters or broader representation. Misunderstanding this can limit a representative's power.

  4. Entering incorrect or incomplete representative information. Check the name, address, and identification number of your representative. Errors can impede effective communication with the IRS.

  5. Not including any required attachments. If your POA needs to include additional documents, neglecting to attach them can result in processing setbacks.

  6. Failing to specify the tax periods involved. It’s essential to clarify the tax years the form covers. Leaving this blank may limit the effectiveness of the POA.

  7. Submitting the form without a careful review. A quick glance isn’t enough. Errors often go unnoticed, affecting the entire application process.

  8. Not following the proper submission guidelines. Make sure you know where and how to submit the form. This reduces the risk of it getting lost or mishandled.

  9. Using outdated forms. Always verify you’re using the most current version of the POA form. Using an old version can lead to rejections.

  10. Ignoring deadlines. Familiarize yourself with the timeline for submitting the form, as delays can affect your representation.

Documents used along the form

When dealing with tax matters, various forms and documents support the use of the Tax Power of Attorney form, commonly known as RI-2848. These documents help streamline communication with tax authorities and ensure that your interests are adequately represented. Here's a list of essential forms often used in conjunction with the RI-2848.

  • Form 2848 (IRS Power of Attorney and Declaration of Representative): This is the federal counterpart to the RI-2848, granting representation rights at the federal level.
  • Form 1040: The individual income tax return form used to report personal income, which may also involve the representation services granted by the RI-2848.
  • Form W-2: A document from employers reporting wages paid and taxes withheld. It's often needed for tax preparation and verification.
  • Form 1099: Used to report various types of income received outside of a regular paycheck, this form is crucial for ensuring all income is accounted for in tax filings.
  • Form 4868: Application for automatic extension of time to file U.S. individual income tax returns. This may be relevant if a taxpayer needs more time and has designated someone to handle the extension process.
  • Form 4506-T: This form allows taxpayers to request a transcript of their tax returns, useful for verifying income and tax status when seeking representation.
  • Form 843: A request for a refund or abatement of certain taxes. This form may accompany the RI-2848 if you're seeking to dispute or adjust tax assessments.
  • Form 870: This form is used to sign an agreement for the adjustment or settlement of tax liabilities. It may involve an appointed representative from the RI-2848.
  • State Tax Returns: Depending on your location, various state-specific forms are also essential for local tax representation and compliance.
  • Form 8821: This is the information return designation form, allowing a tax professional access to limited tax information without full POA rights.

Using these forms in tandem with the RI-2848 can simplify your tax dealings and ensure that your rights and interests are protected. Each document plays a unique role in the process, supporting your representative as they navigate through tax issues on your behalf.

Similar forms

One document similar to the Tax Power of Attorney (POA) form RI-2848 is the IRS Form 2848, known as the Power of Attorney and Declaration of Representative. This IRS form allows individuals to appoint someone to represent them before the Internal Revenue Service. Similar to the RI-2848, the IRS Form 2848 requires the taxpayer's signature to authorize the representative to act on their behalf for tax-related matters. Both forms enable the designated representative to handle specific issues, such as audits or appeals, emphasizing the importance of trust between the taxpayer and the appointed agent.

Another closely related document is Form 8821, also used with the IRS. Unlike the Power of Attorney form, which allows for representation, Form 8821 serves to authorize an individual to receive and inspect confidential tax information. Both forms require the taxpayer’s personal information, including the Social Security number, and the representative’s details. This form ensures that third parties can obtain essential tax documents without giving them full authority to act on behalf of the taxpayer.

A third similar document is the Durable Power of Attorney (DPOA), which can be used for a broader range of financial matters, including but not limited to tax issues. The DPOA remains effective even if the principal becomes incapacitated. Like the RI-2848, a DPOA requires clear identification of both the principal and the agent. However, while the Tax POA is limited to tax matters, the DPOA can cover diverse financial affairs, offering more versatility in representation.

Lastly, the Health Care Power of Attorney (HCPOA) also shares similarities with the RI-2848 in its role as a legal document that designates an individual to make decisions on behalf of another. Although the HCPOA pertains to medical decisions rather than tax issues, both documents emphasize the importance of appointing a trusted person for critical decisions. Each form requires legible identification of the agent and outlines the scope of decisions they can make, underscoring the crucial aspect of consent in appointing someone to act on behalf of another person.

Dos and Don'ts

When filling out the Tax Power of Attorney (POA) form RI-2848, it is crucial to follow guidelines to ensure proper completion and acceptance. Below are some important dos and don'ts to keep in mind:

  • Do provide accurate information about yourself and the representative.
  • Do sign and date the form before submission.
  • Do specify the tax matters for which the Power of Attorney is granted.
  • Do ensure that the representative understands their responsibilities.
  • Do keep a copy of the completed form for your records.
  • Don’t leave any applicable fields blank; complete all required sections.
  • Don’t use a representative who is not authorized to practice before the IRS.
  • Don’t submit the form without reviewing it for errors or omissions.
  • Don’t assume the IRS will recognize verbal agreements regarding representation.

Misconceptions

Here is a list of five common misconceptions about the Tax POA Form RI-2848:

  • Any signed document is sufficient for representation. The RI-2848 form is specifically designed for tax matters and is the official way to authorize someone to act on your behalf with the tax authorities.
  • Only attorneys can be authorized using this form. While attorneys can represent you, the RI-2848 form allows you to designate anyone you trust, such as family members or friends, to assist with your tax issues.
  • The form must be filed every year. Once you submit the RI-2848 form, it remains in effect until you revoke it or until the authority it grants ends, such as the completion of a specific case.
  • Signatures are not necessary for the representative. Both the taxpayer and the appointed representative must sign the form. This signature ensures that the representative has permission to act on your behalf.
  • The IRS accepts the RI-2848 only in certain circumstances. The RI-2848 is recognized by the IRS and can be used for various tax matters, including audits and appeals.

Understanding these misconceptions can help ensure proper use of the RI-2848 form and facilitate effective communication with tax authorities.

Key takeaways

Filling out the Tax Power of Attorney (POA) form RI-2848 can be an important step for taxpayers in managing their tax affairs. Here are the key takeaways to ensure proper completion and use of the form:

  1. Identify the Taxpayer: Clearly provide the taxpayer's name, address, and identification number. Accuracy is crucial.
  2. Specify the Appointee: Designate the individual or entity you are granting authority to. Include their name, address, and phone number.
  3. Define Scope of Authority: Indicate whether the appointee can represent you on specific tax issues or broad matters. Be precise.
  4. Sign the Form: The taxpayer must sign and date the form. An unsigned form is not valid.
  5. Consult State Requirements: Check if the RI-2848 form complies with both state and federal laws. Local nuances could affect validity.
  6. File Timely: Submit the form to the appropriate tax authority before any deadlines, especially if you expect to receive assistance or representation during audits.
  7. Keep Copies: Retain a signed copy of the submitted form for your records. This can be helpful for future reference.
  8. Notify Your Rep: Ensure your appointed representative is aware they are authorized to act on your behalf. Communication is key.
  9. Understand Revocation: You can revoke the power at any time by filing a notice. Be aware of the proper procedures for revocation.
  10. Review Regularly: Periodically review the power of attorney arrangement to ensure it meets your current needs and make updates as necessary.

By following these guidelines, taxpayers can effectively navigate the complexities of tax representation using the RI-2848 form.