Get Tx 01-137 2024-2026

The TX 01-137 form, also known as the limited power of attorney, enables taxpayers to designate an agent to represent them before the Texas Comptroller of Public Accounts. This guide provides step-by-step instructions for completing the form online to ensure a smooth process.

Follow the steps to complete the TX 01-137 form online.

1. Press the ‘Get Form’ button to access the TX 01-137 form and open it in your preferred online editor.
2. Fill in the taxpayer granting limited power of attorney section. Enter the legal name of the taxpayer and the 11-digit Texas taxpayer number accurately.
3. Complete the agent or representative details by entering the legal name of the appointed agent. Specify their relationship to the taxpayer, such as attorney or CPA, along with their 11-digit Texas taxpayer number.
4. Provide the contact information for the agent, including their name, street address, phone number, city, state, ZIP code, and email address.
5. Indicate the relevant tax type(s), subtype(s), and fee(s). Ensure this accurately reflects the areas for which representation is granted.
6. Provide the relevant period(s) or report year(s) associated with the tax types selected. This information is essential for clarifying the scope of the agent's authority.
7. In the section for granting powers to the agent, check all purposes that are applicable, ensuring clarity on the actions the agent is authorized to perform.
8. If applicable, specify the effective dates for the limited power of attorney. Choose a specific expiration date or leave it open until written revocation.
9. Ensure all required signature and contact information is accurately completed, including the date, printed name, title, and email address of the taxpayer.
10. Once all fields are filled out completely and accurately, save the changes, and choose whether to download a copy, print it, or share the completed form.

Complete your TX 01-137 form online today to ensure efficient representation before the Texas Comptroller of Public Accounts.