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Video instructions and help with filling out and completing Where Do I File Irs Form 966

Instructions and Help about Where Do I File Irs Form 966

Music hello and welcome in this video we're going to talk about IRS Form 2848 power of attorney and declaration of representative will explain what this form authorizes who should use it plus some helpful tips to make sure the IRS will approve your request for power of attorney let's jump right in tip number one what is IRS Form 2848 and who should use it only certain people can be granted power of attorney using form 2848 for tax professionals that group includes attorneys CPAs and enrolled agents this form allows tax professionals to represent their client before the IRS as if they were the taxpayer there are a number of reasons this type of representation may be necessary maybe your client is out of the country during tax season or they're limited in their ability to communicate because of a medical condition maybe you represent a corporation or individual with unresolved tax debt the 2848 allows you to define and limit the scope of the authority your client wishes to grant but more on that in a moment a successfully filed 2848 also gives a tax professional the authority to receive confidential tax information for their client including tax returns transcripts and IRS notices however if you're only looking for access to your clients tax documents you may be better off using the much simpler form 8820 one tip number two be specific on line three the twenty and forty eight gets rejected a lot and it's usually because people don't follow the instructions when filling out line three while filling out this section you must clearly state the specific issue or issues that you're requesting authorization for this includes the nature of the issue the types of forms involved in the specific period of time that this Authority will be granted in line three you must be specific using general terms like all taxes or all years in this section will result in a rejected request let's go through line three column by column so that this doesn't happen to you column number one the description of the matter this is where you describe the type of tax or issue that you'll be dealing with common descriptions in this column can include income employment civil penalty and circular 230 violation if you're representing a client in regards to a penalty or other collections issue you would list the type of tax associated with the issue for instance if you are assisting an individual who owes back taxes to the IRS you would list income in column 1 column number 2 tax form number 4 the second column you would list the forms that you need access to when filling it out it's extremely important to specifically list the form numbers lots of people write the title of the form instead of the form number resulting in a denied request for instance if you're representing a corporation and need access to their corporate tax return write form 1120 in column 2 not corporate tax return if you need access to multiple forms make sure to list them all in the rows provided column number 3 years or periods this column identifies the specific periods for which you are authorized to access forms you can specify calendar year's quarterly periods or even intermittent time periods if you want to have authority to pull forms from 2022 to 2022 simply write 2022 through 2022 in the third column tip number 3 intermediate service providers another section worth paying attention to is line 5 specifically the new checkbox on line 5a there are multiple boxes you can check but we're going to focus on the one dealing with accessing IRS documents from an intermediate service provider by checking this box tax information such as transcripts can easily be accessed through third party software like canopy if this box is left unchecked you can only obtain tax information the old-fashioned way directly from the IRS if you're not sure whether or not to check this box go ahead and check it checking it gives you the multiple options for retrieving your clients tax documents in the future tip number four where to file the 2848 so you've finished filling out form 28 48 with all the correct information now where does it go this formula almost always gets sent to the regional calf unit associated with the state where the taxpayer resides unless you're dealing with the IRS directly and they specifically request the form you will mail this document to the clients regional calf unit based on your clients home address either Ogden Utah or Memphis Tennessee if the taxpayer lives outside the US you should send the 2848 to the calf unit in philadelphia too find the address of the calf unit assigned to your taxpayer State check the link in our video description so let's recap IRS Form 28 48 is designed to give attorneys CPAs and enrolled agents authority to receive confidential tax documents and represent their clients before the IRS be specific when filling out line 3 specifically state the issue forms and time periods to avoid giving your power of attorney request denied general information is not your friend here determine where your tax documents will be retrieved from if an intermediate service provider will be used check that first box in line 5a make sure to check the instructions on formed 28:48 to see which calf unit you should send your finished form to the link to the instructions is in the description that's all we have for you on IR s form 28:48 thanks for watching comment below if you have any tips for the 2848 that we didn't get to also feel free to comment if you have any suggestions for videos you'd like to see in the future see you next time you know it's easier than watching forum videos on YouTube letting canopy fill out the forms for you click.

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