Power of Attorney and Declaration of Representative - The Tax Adviser 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your taxpayer information, including your name, Social Security number, and address. Ensure accuracy as this is crucial for identification.
3. In the representative section, list the names and contact details of your appointed representatives. If you have more than three, attach an additional list.
4. Specify the tax matters by detailing the type of tax, tax form number, and relevant years or periods. Avoid general references to ensure validity.
5. If you wish to authorize a representative to receive refund checks without endorsing them, initial in the designated area and provide their name.
6. Review the retention/revocation section carefully. If you want to maintain any prior powers of attorney, check the appropriate box and attach copies as needed.
7. Finally, ensure all required signatures are completed on page 2. Both spouses must sign if filing jointly.

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