Get Mt Dor Power Of Attorney Authorization To Disclose Tax Information 2013

This guide provides clear instructions on how to complete the Montana Department of Revenue Power Of Attorney Authorization To Disclose Tax Information form online. Follow these steps to ensure accurate and efficient submission.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part I, provide the taxpayer information. Fill in the taxpayer's name, address, tax identification number, and telephone number. Ensure that the taxpayer signs and dates the form in section 6 on page 2.
3. List the representative(s) you designate by providing their name, address, PTIN, telephone number, fax number, and email address. Each representative must sign and date the form in Part II on page 2.
4. In section 3, indicate the tax matters and tax years for which the representative is authorized to discuss. Check the appropriate boxes for tax types and specify the exact tax years.
5. Select the acts authorized by this form in section 4. You can choose representation, information sharing, or decision-making authority by checking the corresponding box.
6. In section 5, note if you want to retain any prior power of attorney. If you wish to do so, check the appropriate box and attach a copy of any previous power of attorney that you want to remain in effect.
7. Obtain the taxpayer's signature in section 6. Ensure that the signature, date, and printed name are correctly filled out. If applicable, include the title.
8. In Part II, representatives must declare their authority to represent the taxpayer. They should indicate their relationship and sign and date the form accordingly.
9. After completing the form, you can save changes, download, print, or share it as needed. Ensure that all required information is accurately provided before submission.

Complete your documents online for a smoother filing experience.