Submit Power of Attorneys and Tax Information Authorizations Online

by | Nov 9, 2021 | Tax

Did you know there is an option to submit Power of Attorneys and Tax Information Authorizations online?

Although there may be times when filling out a physical form is the best option, submitting the form electronically is definitely a faster, more streamlined process compared to completing it by hand. Here’s how it works:

PREPARE

You can begin the process for submitting the form electronically HERE.

To request a POA online, the taxpayer will need to provide their tax professional (CPA, Attorney, EA, etc.) with the following information:

  • Centralized Authorization File (CAF) number 
  • Name and address on file with the IRS for their CAF number 
  • Taxpayer’s name and address on file with the IRS 
  • Taxpayer’s Social Security number or Taxpayer Identification Number
  • Tax matters and periods for which they are requesting authorization are limited to the following matters from the year 2000 forward:
    • Form 1040 Income Tax
    • Split Spousal Assessment or Form 8857 Innocent Spouse Relief
    • Shared Responsibility Payment
    • Shared Responsibility Payment – Split Spousal Assessment
    • Civil Penalty (limited to periods of March, June, September, and December)

 COMPLETE THE REQUEST

  • It should take about 15 minutes to complete the request. Note: you cannot save requests to continue working on later. 
  • After you submit the request, you’ll get a confirmation that it’s been sent to the taxpayer’s online account.
  • If the information you entered for the taxpayer is not correct, they will not see the request in their online account.

CONTACT THE TAXPAYER

  • Ask the taxpayer to log into their account to review and electronically sign the authorization request at www.irs.gov/account
  • For multiple representatives requesting authorization for the same tax matter and period:
    • Ask the taxpayer to authorize all representatives on the same day

TAXPAYER AUTHORIZES OR REJECTS THE REQUEST

  • The taxpayer logs into their account at www.irs.gov/account to authorize or reject the request.
  • The authorization will be processed after the taxpayer approves and electronically signs. Allow up to 2 business days to process after the taxpayer signs.
  • The taxpayer may print the confirmation and give you a copy of the signed authorization.
  • The IRS won’t notify you if the taxpayer rejects the request or if the request failed to process
    • Contact the taxpayer with any questions about the status of a request.
  • Submitting with Tax Pro Account will revoke any prior authorization(s) on file with the IRS for the same tax matter and period.

 

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