Get Pa Poa Fillable Form

Filling out the Pa Poa Fillable Form online is a straightforward process that enables you to authorize representatives to discuss confidential tax matters on your behalf. This guide will lead you through the various sections of the form, ensuring that you complete each part accurately.

Follow the steps to effectively complete the Pa Poa Fillable Form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In Part I, fill in the taxpayer's identifying information including their name, address, city, state, and ZIP code. This is crucial for accurately identifying the taxpayer.
3. Next, appoint an individual who will serve as the attorney-in-fact by entering their name, telephone number, and address. Ensure you provide accurate contact information for efficient communication.
4. Specify the tax matters by identifying the type of tax, the tax year(s) or period(s), the relevant tax return or form, and the specific purpose for which you are granting authorization.
5. If desired, grant the power to receive refund checks by initialing the appropriate section, ensuring that you specify any limitations as needed.
6. If this form is being submitted in response to an audit, include an address for where notices and communications should be sent regarding the specified tax matters.
7. Indicate any previous powers of attorney that this form revokes by providing the granter's name and date, if applicable.
8. Signature of the taxpayer is required. If signed by a corporate officer, partner, or fiduciary, ensure that there is certification of authority to execute the power of attorney.
9. If granting power to someone other than a licensed attorney or certified public accountant, ensure the signature is witnessed or notarized as required.
10. In Part II, indicate the representative's status by choosing the appropriate designation from the provided list. Ensure you include your jurisdiction and sign the declaration.
11. Finally, review all entered information for accuracy. Once complete, you can save changes, download, print, or share the form as necessary.

Start completing your Pa Poa Fillable Form online today.