New Jersey Tax Power of Attorney Form

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The New Jersey Tax Power of Attorney Form (also known as Form M-5008-R) is the document a Taxpayer uses to officially appoint a Designee. The Designee is liable for examining the books, records, vouchers, and accounts of the Principal, along with all the tax-related matters. The form thoroughly describes what kind of powers the Agent is granted.

Last Updated: October 2026. This guide is reviewed and updated regularly to reflect current law. If you notice an error or outdated information, please contact us.

About the New Jersey Tax Power of Attorney Form

Form M-5008-R is how a taxpayer names someone to handle tax matters with the New Jersey Division of Taxation. You give your representative the powers you choose, and the form shows where you can limit them. Read the form through once before you start so that each part makes sense.

Find out all the New Jersey POA forms you can fill out by following this link to our New Jersey guide.

Powers You Can Grant or Limit

Think about how much access your representative needs before you fill in the form. Suppose the Principal does not wish to share his or her confidential information with the Agent or grant the Representative the right to sign returns or delegate the authority. In that case, e these details must be specified in the document. Providing no additional terms and conditions conveys all tax-related rights and responsibilities without any limit to the Attorney-in-Fact.

Who Can Act for the Taxpayer

Your representative deals with the Division of Taxation for you. According to Section 54:50-2.1 of the state law, the Attorney-in-Fact should possess written authorization to act on the Taxpayer’s behalf when communicating with the Division, unless:

  • An individual appears with the principal or with a representative authorized to act on the principal’s behalf;
  • A trustee has been appointed by a court that has jurisdiction over a debtor;
  • An individual merely furnishes tax info;
  • A fiduciary stands in the position of and acts as the Taxpayer.

Revoking Earlier Forms and Who Signs

By creating a New Jersey Tax Power of Attorney form, you are revoking all previously executed M-5008-R forms (and thus all of the previously designated representatives). However, if you do not wish to revoke the Agent(s) you have chosen before, it is possible to indicate the particular Representatives in a new paper.

If the form is being created by an individual acting as a corporate member, the president, vice-president, treasurer, or assistant treasurer should sign the form.

New Jersey Tax Power of Attorney Form Details

Here are the key facts at a glance. The state calls this document Form M-5008-R, and it has 66 fillable fields. It takes about 12 minutes to fill out, and it comes as an Adobe PDF.

Document Name New Jersey Tax Power of Attorney Form
State Form Name New Jersey Form M-5008-R
Relevant Link New Jersey Treasury Division of Taxation
Where to File? New Jersey Division of Taxation
PO BOX 269
Trenton, NJ 08695-0269
Avg. Time to Fill Out 12 minutes
# of Fillable Fields 66
Available Formats Adobe PDF

Information to Gather Before You Start

Collect these details before you start filling in the fields. With everything at hand, the New Jersey paperwork goes quickly, and you do not need to stop to look up a number or an address.

  • Your full name, mailing address, ID number, and Social Security number.
  • Your taxpayer type, such as an individual, a corporation, a partnership, an estate, or an LLC.
  • The name, ID number, mailing address, telephone number, and fax number of each representative.
  • The tax matters you want your representative to handle, plus any special instructions.
  • Copies of earlier power of attorney forms, if you plan to keep earlier representatives.

Check that every name and number you enter matches your IDs, because small mismatches are easy to miss later.

How to Fill Out the New Jersey Tax Power of Attorney

Use our online form builder to fill in your New Jersey Tax POA on screen. Work through the eight steps below in order, and use the screenshot beside each step to find the matching part of the form.

  1. Add the Taxpayer’s Details

    Pick the option that describes you:

    • An Individual
    • A Corporation
    • A Sole Proprietorship
    • A Partnership
    • An Estate
    • An LLC
    • A Non-Business Trust
    • Another Specific Taxpayer

    Then enter the full name, mailing address, ID number, and Social Security number.
    Step 1 to filling out a new jersey tax power of attorney taxpayer

  2. Add the Representative’s Details

    You may choose to designate more than one Attorney-in-Fact. For each one, enter the name, ID number, mailing address, telephone number, and fax number.
    Step 2 to filling out a new jersey tax power of attorney template agents

  3. Indicate the Tax Matters

    Write down which tax matters your Agent can access. If you have special instructions, list them in the space on the form.
    Step 3 to filling out a new jersey tax power of attorney form tax matters

  4. Grant the Agent Certain Powers

    The Attorney-in-Fact should have full power to act in the Taxpayer’s interest unless the latter limits the powers in this section. Read this part slowly before you move on.
    Step 4 to filling out a new jersey tax poa template powers

  5. State Your Preference for Notices and Communications

    Check the box on the form if you want written notices and other communications sent to the first Representative you listed.
    Step 5 to filling out a new jersey tax power of attorney example notices

  6. Revoke Prior POAs and Agents

    The previous Agents you have appointed will be revoked unless you state your wish to remain responsible for their duties as your Attorneys-in-Fact by checking the corresponding box. Attach copies of the previous relevant documents in such a case.
    Step 6 to filling out a new jersey tax poa sample previous agents

  7. Sign as the Taxpayer

    Sign your name, print it, add the date of the agreement, and give your title if it applies. Your signature says the information you provided is true and correct.
    Step 7 to filling out a new jersey tax power of attorney template taxpayer signature

  8. Add the Representative’s Signature

    Your Agent confirms the appointment by signing, printing the full name, adding the date of the agreement, and giving a title if it applies.
    Step 8 to filling out a new jersey tax power of attorney example agent signature

Keep your ID numbers and your representative’s contact details open in another window while you work through the steps, which saves you from stopping halfway.

After You Complete the Form

Once every part is filled in, read everything through one more time. A few simple habits keep your paperwork organized and easy to find later, whether you save it on your computer or keep a paper copy.

  • Keep a signed copy for your own records.
  • Give each representative a copy of the finished form.
  • Check that every name and number matches your IDs before you send it.
  • Send the form to the address in the Where to File row of the details table above.

Compare each entry with your records before you print the form, and look at the signature lines one last time.

Working With Your Representative

After the form is complete, you and your representative work together on your tax matters. These habits help you manage that partnership and keep your records in good order for the long run.

  • Share your contact details so your representative can reach you quickly.
  • Keep a list of the tax matters you handed over, with the period each one covers.
  • Agree on how you will stay in touch, and ask your representative to tell you when something important happens.
  • Store the finished form, your IDs, and any tax notices together in one folder.

Frequently Asked Questions

What is Form M-5008-R?

Form M-5008-R is the state name for the New Jersey Tax Power of Attorney form. You fill it in to appoint a representative for your tax matters, and you can build it with our online tools.

How long does it take to fill out the New Jersey form?

The form has 66 fillable fields and takes about 12 minutes to fill out. Have your ID numbers and your representative’s contact details ready so you can finish in one sitting.

Can I fill out the New Jersey tax power of attorney on a computer?

Yes, you can build it with our tools and fill in the fields on screen. If you already have the PDF, open it in the FormsPal PDF editor to fill in or edit it.

Where do I find the mailing address for the form?

The Where to File row in the details table above lists the address of the New Jersey Division of Taxation.

What should I do after I finish?

Make a copy for your records, give each representative a copy, and check that every number matches your IDs.

General information, not legal or tax advice.

Mara Erlach
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.