Get Instructions For 2848 (rev. December 1997). Power Of Attorney And Declaration Of Representative

Filling out the Instructions For Form 2848 is a crucial step for anyone looking to designate a representative to act on their behalf with the IRS. This guide provides clear, step-by-step instructions tailored to help users at all experience levels complete the form online with confidence.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to acquire the form and open it in your preferred document management platform.
2. Begin completing Part I by entering the taxpayer information. For individuals, provide your name, Social Security Number (SSN), and address. If filing jointly, include your spouse's information as well.
3. In the representative section, list the name(s) of the individual(s) you are authorizing to represent you. If necessary, add the Centralized Authorization File (CAF) number and any relevant contact information for each representative.
4. Specify the tax matters that your representative will handle. Include the type of tax, the applicable tax form number, and the specific years or periods for which the representation applies. Avoid vague references, as these will render the form invalid.
5. Indicate if there are any specific uses of this power of attorney that should not be recorded on the CAF. Check the relevant box if applicable.
6. Modify the acts authorized by your representative if needed on the designated line. Outline any specific additions or changes you want to make.
7. If you wish to authorize your representative to receive refund checks, initial next to that option and provide the representative's name.
8. Choose how you would like to receive notices and communications. Indicate the preferences by marking the appropriate boxes.
9. Decide whether to revoke any prior power of attorney forms. Check the box if you wish to keep existing ones while also submitting this form.
10. Ensure all required signatures are provided, including those from the taxpayer(s) and representatives in Part II. Each representative must declare their authority to act on your behalf.
11. Once all fields are accurately filled out, save your changes, and you may choose to download, print, or share the completed form.

Begin filling out your Forms online today to ensure your representation with the IRS is properly established.