Blank Tax POA dr 835 Form

The Tax POA DR 835 form is a document that allows individuals to appoint someone else to represent them in tax matters before the Colorado Department of Revenue. This form is essential for ensuring that your tax issues are handled efficiently and accurately. Understanding its purpose and how to complete it can significantly impact your tax experience.

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Misconceptions

Understanding the Tax POA DR 835 form can be challenging, and several misconceptions often arise. Here are eight common misunderstandings about this form, along with clarifications to help clear the air.

Misconception 1: The Tax POA DR 835 form is only for tax professionals.

This form is available for use by individuals as well. Taxpayers can appoint someone to represent them, regardless of whether that person is a tax professional.

Misconception 2: Submitting the form automatically guarantees representation.

While the form authorizes someone to act on your behalf, the representation is only effective once the IRS accepts it. Ensure that the form is properly completed and submitted.

Misconception 3: The form is only valid for a single tax year.

The Tax POA DR 835 can be used for multiple tax years, provided that the dates are specified on the form. This allows ongoing representation for various tax matters.

Misconception 4: You cannot revoke a Power of Attorney once it is granted.

In fact, you can revoke the Tax POA DR 835 at any time by submitting a written notice to the IRS. This flexibility ensures that you maintain control over your tax representation.

Misconception 5: The form needs to be notarized to be valid.

Notarization is not a requirement for the Tax POA DR 835. As long as the form is signed by the taxpayer and the representative, it is considered valid.

Misconception 6: The representative must reside in the same state as the taxpayer.

Your appointed representative can reside anywhere in the United States. Geographic location does not limit your choice of representative.

Misconception 7: The form can only be used for federal tax matters.

The Tax POA DR 835 can also be used for state tax issues, depending on the regulations of the specific state. Always check state requirements to ensure compliance.

Misconception 8: Once the form is submitted, the taxpayer loses all rights to their tax matters.

Appointing a representative does not mean you relinquish your rights. You remain informed and can still participate in your tax matters, even with someone acting on your behalf.

Detailed Steps for Filling Out Tax POA dr 835

Filling out the Tax POA DR 835 form is an important step in authorizing someone to represent you before tax authorities. Once completed, you can submit the form to grant the designated individual the ability to act on your behalf regarding tax matters. Follow these steps carefully to ensure the form is filled out correctly.

Obtain the Tax POA DR 835 form from the appropriate tax authority website or office.
Begin with your personal information. Enter your full name, address, and Social Security number or taxpayer identification number in the designated fields.
In the next section, provide the name and address of the person you are authorizing. This is your representative.
Specify the type of tax matters for which you are granting authority. This could include income tax, sales tax, or other specific tax issues.
Indicate the years or periods for which the authorization is valid. Be clear about the timeframe you want your representative to cover.
Sign and date the form at the bottom. Make sure your signature matches the name you provided at the top.
Review the completed form for any errors or omissions. Ensure all required fields are filled out accurately.
Submit the form to the appropriate tax authority. Follow any specific submission guidelines they may have.

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I				DR-835
		Florida Department of Revenue		DR-835
	1111111111111111111111111111111111	Florida Department of Revenue	Florida	R. 10/11
	1111111111111111111111111111111111	I iiiiiiiiiiiiiiiiiiiiiiiiiiiiii~I	Florida	Effective 01/12
		POWER OF ATTORNEY		TC
		and Declaration of Representative		Administrative Code
		L!;;;;;;;;;;;;;l		Rule 12-6.0015
		L!;;;;;;;;;;;;;l


		See Instructions for additional information

PART I - POWER OF ATTORNEY

Section 1. Taxpayer Information. Taxpayer(s) must sign and date this form on Page 2, Part I, Section 8.

Taxpayer name(s) and address(es)	Federal ID no(s). (SSN*, FEIN, etc.)	Florida Tax Registration Number(s)
		(Business Part. No., Sales Tax No., R.T. Acct No., etc.)

	Contact person	Telephone number (	)
		Telephone number (	)

		Fax number (	)

The Taxpayer(s) hereby appoint(s) the following representative(s) as attorney(s)-in-fact:

Section 2. Representative(s). Each representative must be listed individually, and must sign and date this form on Page 2, Part II.

Name and address (include name of frm if applicable)
	Telephone number	(	)

	Fax number (		)
E-mail address:
E-mail address:	Cell phone number	(	)

Name and address (include name of frm if applicable)	Telephone number	(	)
	Telephone number	(	)

	Fax number (		)
E-mail address:
E-mail address:	Cell phone number	(	)

Name and address (include name of frm if applicable)
	Telephone number	(	)

	Fax number (		)
E-mail address:
E-mail address:	Cell phone number	(	)

To represent the taxpayer(s) before the Florida Department of Revenue in the following tax matters:

Section 3. Tax Matters. Do not complete this section if completing Section 4.

Type of Tax (Corporate, Sales, Reemployment, formerly Unemployment, etc.)

Year(s) / Period(s)

Tax Matter(s) (Tax Audits, Protests, Refunds, etc.)

Section 4. To Appoint a Reemployment Tax (formerly Unemployment Tax) Agent Only. Do not complete Sections 3 and 6 if completing Section 4.

By completing this section, an employer (taxpayer) appoints a representative to act as its Florida reemployment tax agent before the Florida Department of Revenue on a continuing basis and to receive confdential information with respect to mailings, flings, and other tax matters related to the Florida reemployment assistance program law. All other sections of this form (except Sections 3 and 6) must also be completed.

Do not complete Section 4 unless you wish to appoint a reemployment tax agent on a continuing basis.

Agent name	Agent number (required)

Firm name	Federal I.D. No. (required)

Address (if different from above)		Telephone number (	)

Mail Type: See Instructions for explanations. Check one box only. ❑ 1 (Primary) ❑ 2 (Reporting) ❑ 3 (Rate) ❑ 4 (Claim)

Section 5. Acts Authorized.

The representative(s) are authorized to receive and inspect confdential tax information and to perform any and all acts that I (we) can perform with respect to the tax matters described in Section 3 and Section 4 (for example, the authority to sign any agreements, consents, or other documents). Except as otherwise provided, the authority specifcally includes the power to execute waivers of restrictions on assessment or collection of defciencies in tax, to execute consents extending the statutory period for assessment or claims for refund of taxes, and to execute closing agreements under section 213.21, Florida Statutes. This authority does not include the power to endorse or cash warrants, or the power to sign certain returns.

If you want to authorize a representative named in Section 2 to receive (but not to endorse or cash) refund warrants, write the name of the

representative on this line and check the box

u___________________________________________________________________________ ❑

List any specifc limitations or deletions to the acts otherwise authorized in this Power of Attorney.

______________________________________________________________________________________________________________________________________

I		DR-835
	111111111111111111111111111111111111111	R. 10/11
		R. 10/11
		Page 2
		Florida Tax Registration Number:
Taxpayer Name(s):		Federal Identifcation Number:

•Taxpayer(s) must complete Page 1 of this Power of Attorney or it will not be processed.

Section 6. Notices and Communication. Do not complete Section 6 if completing Section 4.

•Notices and other written communications will be sent to the first representative listed in Part I, Section 2, unless the taxpayer selects one of the options below. Receipt by either the representative or the taxpayer will be considered receipt by both.

a.	If you want notices and communications sent to both you and your representative, check this box	u	❑
b.	If you want notices or communications sent to you and not your representative, check this box	u	❑

Certain computer-generated notices and other written communications cannot be issued in duplicate due to current system constraints. Therefore, we will send these communications to only the taxpayer at his or her tax registration address.

Section 7. Retention / Nonrevocation of Prior Power(s) of Attorney.

The fling of this Power of Attorney will not revoke earlier Power(s) of Attorney on fle with the Florida Department of Revenue, even for the same tax matters and years or periods covered by this document. If you want to revoke a prior Power of

Attorney, check this box

u ❑

You must attach a copy of any Power of Attorney you wish to revoke.

Section 8. 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 offcer, partner, member/managing member, guardian, tax matters partner/person, executor, receiver, administrator, trustee, or fduciary on behalf of the taxpayer, I declare under penalties of perjury that I have the authority to execute this form on behalf of the taxpayer.

Under penalties of perjury, I (we) declare that I (we) have read the foregoing document, and the facts stated in it are true.

If this Power of Attorney is not signed and dated, it will be returned.

_______________________________________________________________________________________	________________________________________	_________________________________________
Signature	Date	Title (if applicable)
_______________________________________________________________________________________
Print name
_______________________________________________________________________________________	________________________________________	_________________________________________
Signature	Date	Title (if applicable)
_______________________________________________________________________________________
Print name

PART II - DECLARATION OF REPRESENTATIVE

Under penalties of perjury, I declare that:

•I am familiar with the mandatory standards of conduct governing representation before the Department of Revenue, including Rules 12-6.006 and 28-106.107 of the Florida Administrative Code, as amended.

•I am familiar with the law and facts related to this matter and am qualified to represent the taxpayer(s) in this matter.

•I am authorized to represent the taxpayer(s) identified in Part I for the tax matter(s) specified therein, and to receive and inspect confidential taxpayer information.

•I am one of the following:

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

b.Certifed Public Accountant - duly qualifed to practice as a certifed public accountant in the jurisdiction shown below.

c.Enrolled Agent – enrolled as an agent pursuant to the requirements of Treasury Department Circular Number 230.

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

e.Reemployment Tax Agent authorized in Section 4 of this form.

f.Other Qualifed Representative

•I have read the foregoing Declaration of Representative and the facts stated in it are true.

If this Declaration of Representative is not signed and dated, it will not be processed.

Designation – Insert	Jurisdiction (State) and	Signature
Letter from Above (a -f)	Enrollment Card No. (if any)

Date

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POWER OF ATTORNEY INSTRUCTIONS

DR-835

R.10/11 Page 3

Purpose of this form

A Power of Attorney (Form DR-835) signed by the taxpayer and the representative is required by the Florida Department of Revenue in order for the taxpayer’s representative to perform certain acts on behalf of the taxpayer and to receive and inspect confdential tax information. You and your representative must complete, sign, and return Form DR-835 if you want to grant Power of Attorney

to an attorney, certifed public accountant, enrolled agent, former Department employee, reemployment tax agent, or any other qualifed individual. A Power of Attorney is a legal document authorizing someone other than yourself to act as your representative.

You may use this form for any matters affecting any tax administered by the Department of Revenue. This includes both the audit and collection processes. A Power of Attorney will remain in effect until you revoke it. If you provide more than one Power of Attorney with respect to a tax and tax period, the Department employee handling your case will address notices and correspondence relative to that issue to the frst person listed on the latest Power of Attorney.

A Power of Attorney Form is generally not required, if the representative is, or is accompanied by: a trustee, a receiver, an administrator, an executor of an estate, a corporate offcer, or an authorized employee of the taxpayer.

Photocopies and fax copies of Form DR-835 are usually acceptable. E-mail transmissions or other types of Powers of Attorney are not acceptable. Copies of Form DR-835 are readily available by visiting our Internet site (www.foridarevenue.com/forms).

How to Complete Form DR-835, Power of Attorney

PART I POWER OF ATTORNEY

Section 1 – Taxpayer Information

•For individuals and sole proprietorships: Enter your name, address, social security number, and telephone number(s) in the spaces provided. Enter your federal employer identifcation number (FEIN), if you have one. If a joint return is involved, and you and your spouse are designating the same attorney(s)-in-fact, also enter your spouse’s name and social security number, and your spouse’s address if different from yours.

•For a corporation, limited liability company, or partnership: Enter the name, business address, FEIN, a contact person familiar with this matter, and telephone number(s).

•For a trust: Enter the name, title, address, and telephone number(s) of the fduciary, and name and FEIN of the trust.

•For an estate: Enter the name, title, address, and telephone number(s) of the decedent’s personal representative, and the name and identifcation number of the estate. The identifcation number for an estate includes both the FEIN if the estate has one and the decedent’s social security number.

•For any other entity: Enter the name, business address, FEIN, and telephone number(s), as well as the name of a contact person familiar with this matter.

•Identifcation Number: The Department may have assigned you a Florida tax registration number such as a sales tax number, a reemployment tax account number, or a business partner number. These numbers further assist the Department in identifying your particular tax matter, and you should enter them in the appropriate box. If you do not provide this information, the Department may not be able to process the Power of Attorney.

Section 2 – Representative(s)

Enter the individual name, frm name (if applicable), address, telephone number(s), and fax number of each individual appointed as attorney-in-fact and representative. If the representatives have the same address, simply write “same” in the appropriate box. If you wish to appoint more than three representatives, you should attach a letter to Form DR-835 listing those additional individuals.

Section 3 – Tax Matters

Enter the type(s) of tax this Power of Attorney authorization applies to and the years or periods for which the Power of Attorney is granted. The word “All” is not specifc enough. If your tax situation does not ft into a tax type or period (for example, a specifc administrative appeal, audit, or collection matter), describe it in the blank space provided for “Tax Matters.” The Power of Attorney can be limited to specifc reporting period(s) that can be stated in year(s), quarter(s), month(s), etc., or can be granted for an indefnite period. You must indicate the tax types, periods, and/or matters for which you are authorizing representation by your attorney-in-fact.

Examples:
Sales and Use Tax	First and second quarter 2008
Corporate Income Tax		7/1/07 – 6/30/08
Communications Services Tax		2006 thru 2008
Insurance Premium Tax		1/1/06 – 12/31/08
Technical Assistance Advisement Request		dated 8/6/08
Claim for Refund		3/7/07

Section 4 – To Appoint a Reemployment Tax Agent Complete this section only if you wish to appoint an agent for reemployment taxes on a continuing basis. You should not complete Section 3 or Section 6, but you must complete the remaining sections of Form DR-835.

Enter the agent’s name. It must be the same name as found in Section 2. Enter the frm name and address. You do not need to complete the address line if you reported that information in Section 2.

1.Enter the agent number. The agent number is a seven-digit number assigned by the Department of Revenue.

2.Enter the federal employer identifcation number. The FEIN is a nine-digit number assigned to the agent by the Internal Revenue Service.

3.Select the mail type.

Primary Mail. If you select primary mail, the agent will receive all documents from the Department of Revenue related to this reemployment tax account, and will be authorized to receive confdential information and discuss matters related to the tax and wage report, beneft information, claims, and the employer’s rate.

Reporting Mail. If you select reporting mail, the agent will receive the Employer’s Quarterly Report (Form RT-6), certifcation, and correspondence related to reporting. The agent will be authorized to receive confdential information and discuss the tax and wage report, certifcation, and correspondence with the Department.

Rate Mail. If you select rate mail, the agent will receive tax rate notices and correspondence related to the rate and will be authorized to receive confdential information and discuss the employer’s rate notices and rate with the Department.

Claims Mail. If you select claims mail, the agent will receive the notice of benefts paid, and will be authorized to receive confdential information and discuss matters related to benefts.

Note: Duplicate copies of certain computer-generated notices and other written communications cannot be issued due to current system constraints and therefore, these communications will be sent only to the representative.

Note: If you wish to appoint a representative to act on your behalf in a specifc and non-continuing reemployment tax matter, you should complete Section 3 and Section 6 and not Section 4. For example, if you hire a representative to assist you with a single matter, such as a reemployment tax audit or contesting the payment of a claim, and wish that representative to handle just that one matter, you should not complete Section 4 to authorize that representation. Instead, you should fll out Section 3 and specify the exact matter the representative is handling.

Section 5 – Acts Authorized

Your signature on the back of the Power of Attorney authorizes the individual(s) you designate (your representative or “attorney-in-fact”) to perform any act you can perform with respect to your tax matters, except that your representative may not sign certain returns for you nor may your representative negotiate or cash your refund warrant. This authority includes signing consents to a change in tax liability, consents to extend the time for assessing or collecting tax, closing agreements, and compromises. You may authorize your representative to receive, but not negotiate or cash, your refund warrant by checking the box in Section 5 and writing the name of the representative on the line below. If you wish to limit the authority of your representative other than in the manner previously described, you must describe those limits on the lines provided in Section 5.

Section 6 – Mailing of Notices and Communications

If you do not check a box, the Department will send notices and other written communications to the frst representative listed in Section 2, unless you select another option. If you wish to have no documents sent to your representative, or documents sent to both you and your representative, you should check the appropriate box in Section 6. Check the second box if you wish to have notices and other written communications sent to you and not to your representative. In certain instances, the Department can only send documents to the taxpayer. Therefore, the taxpayer has the responsibility of keeping the representative informed of tax matters.

Note: Taxpayers completing Section 4 (To Appoint a Reemployment Tax Agent Only) should not complete Section 6. See Section 4 of these instructions for information regarding notices and communications sent to a reemployment tax agent.

Section 7 – Retention/Nonrevocation of Prior Power(s) of Attorney The most recent Power of Attorney will take precedence over, but will not revoke, prior Powers of Attorney. If you wish to revoke a prior Power of Attorney, you must check the box on the form and attach a copy of the old Power of Attorney.

Section 8 – Signature of Taxpayer(s)

The Power of Attorney is not valid until signed and dated by the taxpayer. The individual signing the Power of Attorney is representing, under penalties of perjury, that he or she is the taxpayer or authorized to execute the Power of Attorney on behalf of the taxpayer.

•For a corporation, trust, estate, or any other entity: A corporate offcer or person having authority to bind the entity must sign.

•For partnerships: All partners must sign unless one partner is authorized to act in the name of the partnership.

•For a sole proprietorship: The owner of the sole proprietorship must sign.

•For a joint return: Both husband and wife must sign if the representative represents both. If the representative only represents one spouse, then only that spouse should sign.

PART II – DECLARATION OF REPRESENTATIVE

Any party who appears before the Department of Revenue has the right, at his or her own expense, to be represented by counsel or by a qualifed representative. The representative(s) you name must declare, under penalties of perjury, that he or she is qualifed to represent you in this matter and will comply with the mandatory standards of conduct

DR-835

R. 10/11

Page 4

governing representation before the Department of Revenue. The representative(s) must also declare, under penalties of perjury, that he or she has been authorized to represent the taxpayer(s) in this matter and authorized by the taxpayer(s) to receive confdential taxpayer information.

The representative(s) you name must sign and date this declaration and enter the designation (i.e., items a-f) under which he or she is authorized to represent you before the Department of Revenue.

a.Attorney – Enter the two-letter abbreviation for the state (for example “FL” for Florida) in which admitted to practice, along with your bar number.

b.Certifed Public Accountant – Enter the two-letter abbreviation for the state (for example “FL” for Florida) in which licensed to practice.

c.Enrolled Agent – Enter the enrollment card number issued by the Internal Revenue Service.

d.Former Department of Revenue Employee – Former employees may not accept representation in matters in which they were directly involved, and in certain cases, on any matter for a period of two years following termination of employment. If a former Department of Revenue employee is also an attorney or CPA, then the additional designation, jurisdiction, and enrollment card should also be entered.

e.Reemployment Tax Agent – A person(s) appointed under Section 4 of the Power of Attorney to handle reemployment tax matters on a continuing basis. A separate Power of Attorney form must be completed in order for a reemployment tax agent to handle a specifc and non-continuing matter such as a protest of a reemployment tax rate.

f.Other Qualifed Representative – An individual may represent a taxpayer before the Department of Revenue if training and experience qualifes that person to handle a specifc matter.

Rule 28-106.107, Florida Administrative Code, sets out mandatory standards of conduct for all qualifed representatives. A representative shall not:

(a)Engage in conduct involving dishonesty, fraud, deceit, or misrepresentation.

(b)Engage in conduct that is prejudicial to the administration of justice.

(c)Handle a matter that the representative knows or should know that he or she is not competent to handle.

(d)Handle a legal or factual matter without adequate preparation.

*Social security numbers (SSNs) are used by the Florida Department of Revenue as unique identifers for the administration of Florida’s taxes. SSNs obtained for tax administration purposes are confidential under sections 213.053 and 119.071, Florida Statutes, and not subject to disclosure as public records. Collection of your SSN is authorized under state and federal law. Visit our Internet site at www.foridarevenue.com and select “Privacy Notice” for more information regarding the state and federal law governing the collection, use, or release of SSNs, including authorized exceptions.

Where to Mail Form DR-835

If Form DR-835 is for a specifc matter, mail or fax it to the offce or employee handling the specifc matter. You may send it with the document to which it relates.

If Form DR-835 is for a reemployment tax matter and the taxpayer has completed Section 4, mail it to the Florida Department of Revenue, P.O. Box 6510, Tallahassee FL 32314-6510, or fax it to 850-488-5997.

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Dos and Don'ts

When filling out the Tax POA DR 835 form, it's essential to follow specific guidelines to ensure accuracy and compliance. Here are some important do's and don'ts:

Do double-check all personal information for accuracy, including names and addresses.
Do ensure that the form is signed and dated by the taxpayer.
Do keep a copy of the completed form for your records.
Do submit the form to the appropriate tax authority as required.

Don't leave any required fields blank; incomplete forms may be rejected.
Don't forget to specify the tax matters for which the Power of Attorney is granted.
Don't use outdated versions of the form; always check for the latest version.
Don't assume that verbal agreements with tax authorities are sufficient; written documentation is necessary.

Key takeaways

When filling out and using the Tax POA DR 835 form, consider the following key takeaways:

Purpose of the Form: The Tax POA DR 835 form is used to authorize someone to represent you before the tax authorities.
Eligibility: Both individuals and businesses can use this form to designate a representative.
Information Required: You must provide personal information, including your name, address, and taxpayer identification number.
Representative Details: Clearly state the name and contact information of the person you are authorizing.
Scope of Authority: Specify the extent of the authority granted to the representative, such as the types of tax matters they can handle.
Signature Requirement: Your signature is mandatory on the form to validate the authorization.
Submission Process: After completing the form, submit it to the appropriate tax authority as directed.
Revocation: You can revoke the authorization at any time by submitting a written notice to the tax authority.

Understanding these aspects can help ensure that the form is filled out correctly and serves its intended purpose effectively.

Similar forms

The IRS Form 2848, Power of Attorney and Declaration of Representative, is a widely recognized document that allows individuals to appoint a representative to act on their behalf in tax matters. Similar to the Tax POA DR 835, this form grants authority to the representative to receive confidential tax information and represent the taxpayer before the IRS. The key distinction lies in its broader application, as Form 2848 is not limited to state-specific matters and can be used for federal tax issues as well.

The IRS Form 8821, Tax Information Authorization, also serves a similar purpose by allowing taxpayers to designate someone to receive their tax information. Unlike the Tax POA DR 835, Form 8821 does not authorize the representative to act on behalf of the taxpayer in dealings with the IRS. Instead, it focuses solely on providing access to tax information, making it a less powerful tool for representation.

The state-specific Form DR 835 is akin to the Durable Power of Attorney, which allows individuals to designate someone to manage their financial affairs, including tax matters, even if they become incapacitated. While the Tax POA DR 835 is specifically tailored for tax-related issues, a Durable Power of Attorney can encompass a broader range of financial responsibilities, including real estate and investment decisions.

The IRS Form 4506, Request for Copy of Tax Return, shares similarities in that it involves the authorization of a third party to access tax documents. However, this form is specifically focused on obtaining copies of past tax returns rather than granting power of attorney. The Tax POA DR 835 allows for representation and broader access to tax matters, while Form 4506 is limited to retrieving specific documents.

The Limited Power of Attorney is another document that resembles the Tax POA DR 835 in that it grants specific powers to a representative for a limited time or purpose. This type of power of attorney can be tailored to specific tax situations, much like the Tax POA DR 835. However, the key difference lies in the scope of authority; the Limited Power of Attorney may not cover all tax-related issues, whereas the Tax POA DR 835 is explicitly designed for tax matters.

The IRS Form 8822, Change of Address, is relevant in the context of tax representation but serves a different function. While the Tax POA DR 835 allows a representative to act on behalf of the taxpayer, Form 8822 is used to update the IRS with a taxpayer's new address. It does not confer any authority to the representative but ensures that the IRS has accurate contact information for the taxpayer.

The Authorization for Release of Information form, often used in various contexts, allows individuals to permit third parties to access their personal information, including tax-related data. While it shares the intent of granting access, it typically does not provide the same level of authority to represent the taxpayer in tax matters as the Tax POA DR 835 does.

The Health Care Power of Attorney, while primarily focused on medical decisions, is similar in its function of designating a representative to make decisions on behalf of another person. Although it does not pertain to tax matters, it operates on the same principle of empowering someone to act in the best interest of another individual, similar to the Tax POA DR 835's role in tax representation.

Lastly, the General Power of Attorney is a comprehensive document that grants broad authority to a representative to act on behalf of the principal in various matters, including tax issues. While the Tax POA DR 835 is specifically designed for tax representation, the General Power of Attorney can cover a wider range of financial and legal matters, making it more versatile but potentially less focused than the Tax POA DR 835.

Documents used along the form

The Tax Power of Attorney (POA) form, specifically the DR 835, is a crucial document that allows individuals to authorize someone else to act on their behalf in tax matters. However, this form often accompanies several other important documents that help facilitate various aspects of tax representation and compliance. Below is a list of forms and documents commonly used alongside the Tax POA DR 835, each serving a unique purpose in the tax process.

Form 2848 - Power of Attorney and Declaration of Representative: This form is used at the federal level to appoint an individual to represent the taxpayer before the IRS. It allows the designated representative to receive confidential tax information and to act on behalf of the taxpayer.
Form 4506 - Request for Copy of Tax Return: Taxpayers use this form to request copies of their past tax returns from the IRS. This can be essential for providing necessary documentation to a representative or for personal record-keeping.
Form 8821 - Tax Information Authorization: This document allows taxpayers to authorize an individual or organization to receive their tax information without granting them full power of attorney. It is useful for situations where representation is not required.
Form 1040 - U.S. Individual Income Tax Return: This is the standard tax return form for individuals. It details income, deductions, and credits, and is filed annually with the IRS.
Form 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return: Taxpayers file this form to request an extension for filing their individual tax returns, allowing additional time to gather necessary information.
Form 9465 - Installment Agreement Request: This form is used by taxpayers who cannot pay their tax bill in full. It allows them to request a payment plan to pay off their tax debt over time.
Form 1040-X - Amended U.S. Individual Income Tax Return: Taxpayers use this form to amend their original tax return. It is important for correcting errors or making changes to previously reported income or deductions.
Form 8822 - Change of Address: This form is used to notify the IRS of a change in the taxpayer's address. Keeping the IRS informed is essential to ensure that all correspondence reaches the taxpayer promptly.

Understanding these documents is vital for anyone navigating the complexities of tax representation. Each form plays a specific role in ensuring that taxpayers can effectively manage their tax obligations and communicate with tax authorities. By familiarizing oneself with these forms, individuals can empower themselves to handle their tax matters with greater confidence.