A 222 Form PDF Details

In the complex landscape of Wisconsin's tax regulation, maneuvering through bureaucratic procedures necessitates a clear understanding of the available tools, one of which is the Power of Attorney Form A-222 facilitated by the Wisconsin Department of Revenue. This form serves as a linchpin for taxpayers seeking representation in matters related to their tax obligations, allowing them to formally designate an individual or firm to act on their behalf. Section one outlines taxpayer information, ensuring all pertinent details are accurately communicated. Part two moves on to appointing the attorney-in-fact, who will act as the taxpayer's representative, a crucial step that requires careful consideration and clear delineation of authority. The scope of authorization, delineated in the subsequent section, specifies the tax matters and periods covered under this agreement, offering a tailored approach to representation. Furthermore, limitations to the Power of Attorney can be articulated, allowing taxpayers to confine the representative's authority to particular issues or proceedings — a feature that emphasizes specificity and relevance in tax-related representation. The procedure for communication is streamlined through part five, which designates the recipient of notices and written communications, a choice that can significantly impact the flow of information. Revocations of prior powers also find their place in this comprehensive form, ensuring that current designations are up to date and reflective of the taxpayer's current wishes. Finally, the form underscores the importance of the taxpayer's role and responsibility in tax law compliance, even when representation is appointed, rounding out a systematic approach to navigating the complexities of tax matters in Wisconsin.

QuestionAnswer
Form NameA 222 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other nameswi form a 222 fillable, fillable wisconson a 222, form a222 wi 2019, editable a 222 form wisconsin poa

Form Preview Example

 

 

 

Power of Attorney

 

Form

 

 

 

 

 

 

Wisconsin Department

 

See instructions on reverse side

 

A-222

of Revenue

 

 

 

 

 

 

 

 

 

 

(Please print or type)

 

 

 

 

 

 

 

 

 

Part 1

Taxpayer Name

 

Spouse Name

Social Security Number(s)

Wisconsin Tax Account Number

 

 

 

 

 

 

Taxpayer Address (number and street)

 

Spouse Address (if different from taxpayer)

Federal Identification Number

Telephone Number – Daytime

 

 

 

 

 

(

)

 

 

 

 

 

 

City, State, and Zip Code

 

City, State, and Zip Code

E-mail Address

 

 

 

 

 

 

 

 

 

Part 2 Hereby appoint(s) the following individual(s) as attorney(s)-in-fact to represent the taxpayer(s) before the Department of

Revenue for the tax matter(s) speciied in Part 3.

 

Name

Firm Name/Address

 

Telephone Number

**

 

 

(

)

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

** Designated Receiver

Part 3

 

Type of Tax

 

 

 

Tax Year(s) or Period(s) Covered

Individual Income Tax

. . . . . . . . . .

 

 

 

 

 

 

. . . . . .Corporation Franchise or Income Tax

 

 

 

 

 

. . . . . . . . . . . . . . . . .Excise Tax

. . . . . . . . . .

 

 

 

 

 

 

. . . . . . . . . . . .Sales or Use Tax

. . . . . . . . . .

 

 

 

 

 

 

. . . . . . . . . . . . .Withholding Tax

. . . . . . . . . .

 

 

 

 

 

 

Other (list type of tax/matter)

 

 

 

 

 

 

 

 

All delinquent tax matters . . .

. . . . . . . . . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 4

Complete if Power of Attorney is limited to:

 

 

 

 

Field/office audit matters

Appeal of notice dated

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 5

Send notices and other written communications to:

Attorney-in-fact OR

Taxpayer

► I understand, agree, and accept:

If the Attorney-in-fact box is checked, any notices and written communications will be sent to only the attorney-in-fact, except as required by statute. If the Taxpayer box is checked, any notices and written communications will be sent to only the taxpayer. Notice to the attorney- in-fact is notice to the taxpayer and vice versa. If no box is checked or both boxes are checked, any notices and written communications will be sent only to the taxpayer.

Part 6

The Power of Attorney revokes all prior Powers of Attorney on file with the Wisconsin Department of Revenue with respect to the same matters and years or periods covered by this instrument, except the following:

(Specify to whom granted, date, and address, or refer to attached copies of prior powers of attorney)

Part 7

I understand that the execution of this Power of Attorney does not relieve me of personal responsibility for correctly and timely reporting and paying taxes, or from the penalties for failure to do so, all as provided for under Wisconsin tax law. I understand a photocopy and/or faxed copy of this form has the same authority as the signed original.

If signed by a corporate officer, partner, or fiduciary on behalf of the taxpayer, I certify that I have the authority to execute this Power of Attorney on behalf of the taxpayer.

Signature

Title

Date

 

 

 

Signature

Title

Date

 

 

 

This Power of Attorney is not valid unless signed by the individual(s), corporate officer, partner or fiduciary.

Refer to instructions on reverse side.

A-222 (R. 6-12)

Instructions for Form A-222

A Power of Attorney (Form A-222), or similar written authori- zation, executed by the taxpayer is required by the Wisconsin Department of Revenue in order for the taxpayer’s repre-

sentative to perform certain acts on behalf of the taxpayer and to receive and inspect certain tax information. Use of Form A-222 is not mandatory. Photocopies and FAX copies of Form A-222 are acceptable.

The Power of Attorney requirement applies to tax and related

credit matters of individuals, partnerships and corporations, including (S) corporations.

When the representative is accompanied by the taxpayer or, if the taxpayer is a corporation, by an officer or authorized employee of the corporation, a Power of Attorney is not re-

quired for the taxpayer’s representative to inspect confidential information or to represent the taxpayer at conferences. Also,

a Power of Attorney is generally not required for a trustee,

receiver, guardian, administrator or executor of an estate, or a representative appointed by a court.

How to Complete Form A-222

Part 1 – Taxpayer Information

A.Individuals: Enter your name, address, social security number, and telephone number in the space provided.

If a joint return is involved, and you and your spouse are designating the same attorney(s)-in-fact, enter your

spouse’s name and social security number, and your spouse’s address if different from yours. A federal identi- fication number is not required for individuals.

B.Corporation or partnership: Enter the name, business

address, federal identification number, and telephone number.

C.Trust: Enter the name, title, address, and telephone

number of the fiduciary, and the name and federal identi- fication number of the trust.

D.Estate: Enter the name, title, address, and telephone

number of the decedent’s personal representative, and the name and identification number of the estate. The identification number for an estate includes both the

federal identification number if the estate has one and the decedent’s social security number.

E.Other entity: Enter the name, business address, federal identification number, and telephone number.

Note: If you have been assigned a Wisconsin tax ac-

count number by the Wisconsin Department of Revenue, please enter the middle 10 digit numbers in the appropri- ate box.

Part 2 – Appointee

Enter the name, address, and telephone number and com-

plete address, including zip code of each individual appointed as attorney-in-fact. Attach additional pages if needed.

Part 3 – Tax Matters and Years or Periods

In the columns provided, identify the type(s) of tax this Power

of Attorney authorization applies to by checking the appropri- ate box(es). Enter time periods for each tax type for which the Power of Attorney is granted. The word “All” for taxes or periods or the words “Previous”, “Prior” or “Future” are not specific enough. The Power of Attorney can be limited

to specific reporting period(s) that can be stated in year(s),

quarter(s), month(s), etc. If the matter relates to estate or in-

heritance tax, enter the date of the taxpayer’s death instead of the year or period.

Examples:

Individual Income Tax 2010

Corporation Franchise/Income Tax 2008-2010 or FY ending 2010

Sales Tax – First and Second Quarter 2011

Withholding Tax – January 1, 2000 to 2010

Other – Homestead Credit Claim – 2011

Part 4 – Limited Power of Attorney

If you wish to have this Power of Attorney apply only to spe-

cific issues, check the appropriate box and complete the line when checking “Other”.

Examples:

Private Letter Ruling

Revocation Hearing

Claim For Refund

Part 5 – Mailing of Notices and Written Communications

Check the applicable box to have notices and other writ-

ten communications addressed and sent to the taxpayer or the taxpayer’s attorney-in-fact. Put the name of the repre-

sentative who should receive the notices and other written communications on the ** line in Part 2. If both boxes are

checked, notices and written communication will be sent only to the taxpayer. Notice will be sent to the taxpayer regardless

of the box checked when statutes require notice to be sent to the taxpayer. Notice to the attorney-in-fact is notice to the taxpayer and vice versa.

Part 6 – Revoking a Power of Attorney

By filing a new Form A-222, all prior Powers of Attorney filed with the Department of Revenue for the same matters and

years or periods are revoked unless specifically stated other- wise on the line provided.

Part 7 – Signature of Taxpayer(s)

The Power of Attorney form must be signed by the taxpayer; a signature stamp is not acceptable.

A.Signature of Taxpayer:

1.Individuals: If a joint return is involved and both husband and wife will be represented by the same

individual(s), both spouses must sign the Power of

Attorney. If they are to be represented by different in-

dividuals, each spouse may execute his or her own

Power of Attorney.

2.Partnerships: All partners must sign unless one partner is authorized to act in the name of the partnership.

3.Corporation, trust, estate, or any other entity: A

corporate officer or person having authority to bind the entity must sign.

B.Date: The Power of Attorney should be dated when signed.

The beginning effective date for department action will be the department’s receipt date. The Power of Attorney will

remain in effect until the department is otherwise notified in writing.

How to Edit A 222 Form Online for Free

You'll be able to prepare wisconsin form a 222 fillable without difficulty with the help of our online PDF editor. To maintain our tool on the leading edge of practicality, we work to integrate user-oriented features and improvements on a regular basis. We're always looking for suggestions - join us in remolding how you work with PDF files. To get the ball rolling, consider these easy steps:

Step 1: First of all, access the editor by pressing the "Get Form Button" at the top of this page.

Step 2: When you open the online editor, you will get the document all set to be completed. Besides filling in different blank fields, you may also do some other things with the PDF, namely writing your own textual content, changing the initial text, adding graphics, affixing your signature to the document, and much more.

This form requires specific info to be filled out, therefore make sure to take some time to enter what is requested:

1. Begin filling out your wisconsin form a 222 fillable with a number of major blanks. Gather all of the information you need and make sure not a single thing overlooked!

wisconsin powerr of attorney a 222 fill in writing process described (part 1)

2. Once your current task is complete, take the next step – fill out all of these fields - Part , Complete if Power of Attorney is, Fieldoffice audit matters, Appeal of notice dated, Other, Part , Send notices and other written, I understand agree and accept If, Attorneyinfact OR, Taxpayer, Part , The Power of Attorney revokes all, Specify to whom granted date and, Part , and I understand that the execution of with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling in segment 2 of wisconsin powerr of attorney a 222 fill in

People frequently make errors while filling out Taxpayer in this area. You need to revise whatever you enter right here.

Step 3: Immediately after proofreading your completed blanks, click "Done" and you're good to go! Make a 7-day free trial option with us and obtain direct access to wisconsin form a 222 fillable - which you'll be able to then make use of as you would like in your FormsPal account page. If you use FormsPal, you'll be able to complete forms without stressing about personal data incidents or records being distributed. Our protected platform makes sure that your private details are stored safely.