Get Form 01 137

Filling out Form 01 137, the Limited Power of Attorney, allows taxpayers to authorize representatives to act on their behalf before the Texas Comptroller of Public Accounts. This guide provides a clear, step-by-step process to assist you in completing the form online.

Follow the steps to complete Form 01 137 online.

1. Click ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Provide the taxpayer’s legal name in the designated field. Ensure that this matches the name on official documents.
3. Enter the 11-digit Texas taxpayer number accurately. This number is essential for identification purposes.
4. Fill in the agent’s legal name, who will act on your behalf. This could be an attorney, accountant, or other representative.
5. Specify the relationship of the agent to the taxpayer, selecting from options such as attorney, CPA, or tax return preparer.
6. Provide the agent’s contact name and complete contact information, including street address, phone number, city, state, and ZIP code.
7. Enter the agent's email address for efficient communication purposes.
8. Specify the tax or fee types and the relevant period or report years that the power of attorney will cover.
9. Carefully check all selected purposes for granting power of attorney. Check any applicable boxes to detail the authority granted.
10. Include the effective date of this limited power of attorney. This should be the date the form is completed.
11. Ensure to sign the form, print your name, and provide your phone number, address, title, and email address, confirming your authority to execute this document.
12. Review all the information entered for accuracy and completeness, as incomplete forms will be returned.
13. Once satisfied, save the changes, and you may choose to download, print, or share the completed form as needed.

Complete your Form 01 137 online today to ensure your representation before the Texas Comptroller.