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When Is The 2848 Form Used?

When a company or client requests individual tax information from a person, a document with an official permission must be provided. However, it may happen an individual is not able to give his/her details due to a variety of reasons - health problems, being absent at the time of request etc.

In this case, a third party can prepare a written permission on your behalf. It can be provided by your personal agent, attorney, CPA or any authorized person you trust. When you allow a third party to do so, it is important to specify what form(s) you have authorized to be completed instead of you.

The 2848 form is then sent to the appropriate department in the IRS for approval.

How to Fill out The Form 2848?

The 2848 template can be subdivided into two separate parts. The first one is called “The Power Of Attorney”. It includes information about the taxpayer and the representative he/she has authorized. The data may vary, depending on who files it: the person, corporation, association, exempt organization, trust etc. Just be sure to mention the aspects that you usually provide when you fill out your specific tax return forms.

The second part is “The Declaration of Representative”. It contains the declaration terms and any other peculiarities. By signing the document, the individual accepts all enumerated aspects and certifies that all data mentioned is correct and up-to-date.

Generally, the first part of the form is more informative than the second, as it contains most needed data:

  1. Personal and contact details of the taxpayer, including the full name, address, daytime phone number and plan number (if necessary);
  2. Names and addresses of any representatives and the copies of this information for the IRS to share. Keep in mind that the IRS sends only two copies of each document: one to the taxpayer and the second to the assignee;
  3. Up-to-date records about the authorization: this includes additional personal details and for what tax year your assignee will be filing;
  4. The signatures of both the applicant and representative, as well as their printed names should be provided.