Form Poa - Power Of Attorney Authorization To Disclose Tax Information Page 4
Download a blank fillable Form Poa - Power Of Attorney Authorization To Disclose Tax Information in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form Poa - Power Of Attorney Authorization To Disclose Tax Information with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4Partnership. All partners must sign unless one partner is
must provide a brief description of the representative’s
authorized to act in the name of the partnership. A partner
relationship to the taxpayer:
is authorized to act in the name of the partnership if,
a. Attorney – Enter the two-letter abbreviation for the state
under Montana law, the partner has authority to bind the
in which the attorney is admitted to practice.
partnership. If there is any doubt whether a partner has the
authority to bind the partnership, it is best that all partners
b. Certified Public Accountant – Enter the two-letter
sign the form.
abbreviation for the state in which the CPA is licensed
to practice.
Limited Liability Company (LLC). If the LLC is member
managed, all members must sign, unless one member
c. Officer – Enter the title of the officer (for example,
is authorized to act in the name of the LLC. If the LLC is
President, Vice President, Secretary, etc.).
manager managed, the manager must sign.
d. Full-Time Employee – Enter title or position (for
Estate, trust or other fiduciary. As discussed in Section 2,
example, Comptroller, Accountant, etc.).
if a trust, estate, guardianship, or conservatorship wants an
e. Family Member – Enter the relationship to the taxpayer
individual other than the personal representative, trustee, or
(for example, spouse, parent, child, brother, sister,
other fiduciary to handle tax matters before the Department
etc.).
of Revenue, the personal representative, trustee, or other
fiduciary must complete this form and designate the other
f.
Other – Identify the type of representative and enter a
individual with the power of attorney. Thus, the personal
brief description of the representative’s relationship to
representative of an estate must sign. The trustee of a trust
the taxpayer.
must sign. If a guardian or conservator has been appointed
Filing this Form
for a taxpayer, the guardian or conservator must sign. In
Mail or fax the completed form directly to the Montana
all cases, the fiduciary must include the representative
Department of Revenue:
capacity in which the fiduciary is signing, such as “John
Doe, guardian of Jane Roe.”
Montana Department of Revenue
Legal Services, Disclosure Office
Part II. Declaration of Representative
125 North Roberts
The representative(s) you name must sign and date the
PO Box 7701
Declaration of Representative. If there is more than one
Helena, MT 59604-7701
representative, each must sign and date in the same order
Fax: (406) 444-4375
listed in Section 2 of Part I. The representative(s) must
enter the applicable designation (items a-f) under which the
If you are already working with a department employee,
representative is authorized to handle matters before the
please feel free to fax your completed form directly to that
Department of Revenue. In addition, the representative(s)
person.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial