Get Poa-1 - Heartland Payment Systems

Filling out the POA-1 form is an essential step for taxpayers who wish to authorize a representative to handle their tax matters with the Indiana Department of Revenue. This guide will provide clear instructions to help you complete the form accurately and efficiently.

Follow the steps to complete the POA-1 form online

1. Press the ‘Get Form’ button to access the POA-1 form, ensuring you have the necessary document opened for completion.
2. In the first section labeled ‘Taxpayer Information,’ enter the taxpayer's name, any applicable DBA names, address, city, state, zip code, and telephone number. If there is a new address, check the corresponding box.
3. Proceed to ‘Identification Numbers’ and fill in either the Indiana Taxpayer Identification Number (10 digits) or the Employer Identification Number. Include the Social Security Numbers for the taxpayer and spouse, if applicable.
4. Now, move to the ‘Representative Information’ section. Enter the name, address, city, state, zip code, telephone number, and email for each individual representative you wish to appoint. If you have more than one representative, use the additional fields provided.
5. If the representative is part of a firm or vendor, provide the firm's name, mailing address, city, state, zip code, telephone number, and email. Additionally, list any individual representatives associated with that firm.
6. In the ‘General Authorization’ section, check the box if you authorize the listed representatives to represent you regarding all tax matters with the Indiana Department of Revenue for any tax type or year mentioned.
7. Specify the type of tax and the years or periods applicable in the ‘Tax Type(s)’ section. You can mark ‘Current Year’ or specify other periods as required.
8. In the ‘Authorizing Signature’ section, the taxpayer or authorized individual must provide their signature, the date of signing, printed name, title, telephone number, and email address. Ensure all required fields are completed.
9. After filling out the form, review all information for accuracy. You can then save your changes, download a copy for your records, print the completed form, or share it as necessary.

Complete your documentation online today to ensure your tax representation is properly authorized.