Arizona Tax Power of Attorney Form

What Is an Arizona Tax Power of Attorney Form?

To transfer some or all of your authority over tax matters, you will need to use the Arizona Tax Power of Attorney form. The Arizona Revised Statutes regulate taxation in Arizona. Arizona Department of Revenue (ADOR) is the central state authority responsible for resolving tax matters and issuing all kinds of legal documents.

Before proceeding to the fillable power of attorney form, let us get acquainted with the local legal procedures and peculiarities. Usually, preparers deal with all tax-related issues. They are specialists responsible for:

• Ensuring accurate tax returns
• Completion of forms
• Executing representation during tax-related hearings.

In plain terms, the form lets a person you trust, such as a tax preparer, talk to the state about your tax matters so you do not have to handle every step yourself.

Browse all the Arizona POA documents you can use in our Arizona guide.

Arizona Tax Power of Attorney Form Details

Here are the key facts about the Arizona tax power of attorney form at a glance. The state calls it Arizona Form 285-I. It has 36 fillable fields and takes about 10 minutes to fill out. You can get it as an Adobe PDF.

Working With a Tax Preparer

You might need a preparer to take care of all proceedings and ensure that your documents comply with the existing requirements. The ADOR has an electronic filing system that makes the whole process much simpler. Yet, according to the revised legislation, the Department retains the right to decline your electronic filing.

Preparers are familiar with the order and will do the work more efficiently. But to use the preparer’s services, you need to assign them the authority to act on your behalf in tax matters.

Which Arizona Tax Form to Use

Any tax report contains confidential information. Therefore, this particular sphere of socio-economic relations, including the transfer of authority, is regulated differently. ADOR has transferred its authority to resolve tax cases to the state Office of Administrative Hearings. Thus, the Arizona Statutes make it obligatory to provide written authorization before the Office of Administrative Hearings reveals confidential tax data.

Pick the form that matches your situation:

• You can transfer your powers over tax matters to a specialist using the State of Arizona Office of Administrative Hearings Supplemental Power of Attorney (Form 01-5414). The purpose of this document is to allow the appointed representative access to the taxpayer’s records and take action on the contested matter.
• For personal income matters, use the Arizona Individual Income Tax Disclosure/Representation Authorization Form (285-I). This document allows the principal to delegate some or all of their power over tax matters to an appointed agent in case of incapacitation.

Information to Gather Before You Start

Collect these details before you open the template. With everything at hand, the power of attorney form goes quickly and you avoid stopping halfway to look up a number or a street address.

• The taxpayer’s name, physical address, and daytime phone number.
• Your Arizona transaction privilege tax number, Federal employer identification number, and Social Security number, as they apply to you.
• The name, address, ID number, telephone number, and fax number of each representative.
• The tax types you want covered, the enterprise type, and the case numbers.

Filling Out Arizona Tax POA Form

You may find and download the Arizona Tax Power of Attorney form on the official website of the Department of Revenue. But for your convenience, we suggest using our software tools to build and download the template.

Follow these steps in order to complete the form.

1. Start filling out the form by inserting the taxpayer’s information. Enter the name and physical address, including state, city, and zip code. Leave your daytime contact number at the top right corner of the first section.
   
2. Section two requires corresponding identification information. Insert your Arizona transaction privilege tax number, Federal employer identification number, and Social Security number. If any of these is missing, just put a dash in the box.
   
3. The next step is filling in information regarding the taxpayer’s legal representatives. Enter the name and physical address of the potential representative. In the next column, insert their ID number and contact information (telephone number and fax number). If there is more than one representative, enter their personal data, too.
   
4. Identify the tax matters that the representatives get to decide over. Tick the corresponding boxes to do that. Pick Transaction Privilege Tax, Use, or Other Specific Tax Type and indicate the enterprise type (Sole Proprietorship, Corporation, or Partnership). Fill in the case numbers in the last column.
   
5. Section five provides for a full list of responsibilities that the legal representatives obtain upon the form authorization. If you would like to restrict the representatives’ authority, write them down in the blank spaces.
   
6. Pick the way of communication and the recipient of the notices. You can indicate either one of your representatives or two, but not more. Tick the corresponding box for your answer.

7. The taxpayer’s appointee(s) have to verify the document as a sign of their consent. Pay special attention to this section. Only the signature of the Attorney-in-Fact is required. Without proper verification, the document will not be accepted.

   All legal representatives will have to put down their printed names, signatures, and titles (if applicable). By expressing their consent, the representatives confirm that the state Director of Administrative Hearings Office can release confidential information on the concerned tax matters and is not liable for this action.
   

Sending the Completed Form

Upon completion, you will need to mail the signed form to the state Office of Administrative Hearings. You will find the necessary address at the bottom of the second page of your form.

• Keep a signed copy of the form for your own records.
• Give each representative a copy of the signed form.
• Check that every name and number matches your IDs before you mail the original.

Frequently Asked Questions

How long does it take to fill out the Arizona tax power of attorney form?

The form has 36 fillable fields and takes about 10 minutes to fill out. Have your numbers and the representatives’ contact details ready so you do not need to stop.

Can I fill out the form on a computer?

Yes. Build the template with our tools and download it as a PDF. Then fill in the PDF with the FormsPal PDF editor, or print it and write by hand.

What information do I need before I start?

Have the taxpayer’s name, address, and phone number, the tax ID numbers, and each representative’s contact details. The list above gathers everything in one place.

What should I do after I sign the form?

Make a copy for your records and give each representative a copy. Then send the signed original as shown in the last step of the guide.

General information, not legal or tax advice.

Mara Erlach

Writer & Attorney

Mara has been practicing estate planning and trust law in California since 2003, taking pride in helping clients of all backgrounds and asset profiles form a complete and customized estate plan. Her specialties are: estate planning, wills and trusts, trust and probate administration.