Get Tx 01-137 2022

Filling out the TX 01-137 form is an essential step for taxpayers in Texas looking to grant limited power of attorney to representatives. This guide provides clear, step-by-step instructions to assist you in completing the form accurately online.

Follow the steps to fill out the TX 01-137 form with ease.

1. Click ‘Get Form’ button to obtain the TX 01-137 and open it in your preferred editor.
2. In the section marked 'Taxpayer Granting Limited Power of Attorney', enter your legal name and 11-digit Texas taxpayer number.
3. Next, provide the details of the appointed representative, including their legal name, relationship to you (e.g., attorney, CPA, tax return preparer), and their 11-digit Texas taxpayer number.
4. Fill in the contact name, street address, city, state, ZIP code, phone number, and email address of your representative.
5. Indicate the tax type(s), subtype(s), and fee(s) applicable by listing them in the provided section.
6. Specify the periods or report years related to the tax matters. You can enter them in the designated area.
7. Choose the purposes for which you are appointing your agent by checking all relevant boxes. Ensure that you comprehend and agree with your selections.
8. Determine the effective date of this limited power of attorney. Fill in the start date and, if applicable, the end date.
9. If completing the form as an officer, director, or employee of the taxpayer, ensure to sign, date, print your name, and provide appropriate contact details in the designated area.
10. Review all information entered for accuracy and completeness before proceeding to save changes, download, print, or share the completed form.

Complete your documents online today and simplify your tax representation process.