Indiana POA-1

This article provides a detailed, step-by-step guide to completing Indiana POA-1 Form, the Power of Attorney form used to authorize a representative to handle tax matters with the Indiana Department of Revenue. It explains what the form is, how to file it, and provides clear instructions for completing every section without skipping a single line.

The Indiana POA-1 Form, also known as the Power of Attorney form, is a legal document that allows taxpayers to authorize a representative to act on their behalf in matters related to taxes with the Indiana Department of Revenue (DOR). This form is essential for individuals or businesses who want to grant a third party, such as a tax professional, attorney, or accountant, the authority to receive confidential tax information and perform specific actions on their behalf.

The POA-1 Form is particularly useful for taxpayers who need assistance with filing taxes, resolving disputes, or managing other tax-related issues. It ensures that the Indiana DOR can communicate directly with the authorized representative, streamlining the process and protecting the taxpayer’s privacy. However, it’s important to note that this form does not grant the representative the authority to receive refund checks or make legally binding decisions outside the scope of tax matters.

To file the POA-1 Form, taxpayers must complete all required fields, including their personal information, the representative’s details, and the scope of the authorization. The form must be signed and submitted to the Indiana DOR via mail, fax, or electronically through the INTIME portal.

How to File Indiana POA-1 Form

  1. Obtain the Form: Download the latest version of the POA-1 Form from the Indiana Department of Revenue’s website.
  2. Complete the Form: Follow the line-by-line instructions below to fill out all sections accurately.
  3. Attach Supporting Documents: If necessary, include any additional documentation required to support your authorization.
  4. Submit the Form: Send the completed form to the Indiana DOR via mail, fax, or the INTIME portal.
  5. Retain a Copy: Keep a copy of the completed form for your records.
How to Complete Indiana POA-1 Form Line-By-Line Instructions

How to Complete Indiana POA-1 Form: Line-By-Line Instructions

Below is a detailed guide to completing each section of the POA-1 Form. Follow these instructions carefully to ensure accuracy and avoid delays.

Section 1: Taxpayer Information

  • Individual Taxpayer Name or Company Name: Enter your full legal name or the name of your business.
  • Address: Provide your complete mailing address, including street, city, state, and ZIP code.
  • Telephone Number: Enter a valid phone number where you can be reached.

Section 2: Identification Numbers

  • Indiana Taxpayer Identification Number (TID): Enter your 10-digit TID number assigned by the Indiana DOR. If you don’t have a TID, use your Social Security Number (SSN).
  • Social Security Number (SSN): If applicable, provide your SSN.
  • Federal Employer Identification Number (FEIN): If you’re filing on behalf of a business, enter the FEIN assigned by the IRS.

Section 3: Representative Information

  • Individual Representative Name: Enter the full name of the person you are authorizing to act on your behalf.
  • Second Representative Name (if applicable): If you are appointing a second representative, provide their full name here.
  • Address: Include the representative’s complete mailing address, including city, state, and ZIP code.
  • Telephone Number: Provide a valid phone number for the representative.
  • Firm Name (if applicable): If the representative is part of a firm, include the firm’s name.
  • Email Address: Enter the representative’s email address for communication purposes.

Section 4: Authorization

  • General Authorization: Check the first box if you want to authorize the representative(s) to handle all tax matters with the Indiana DOR, regardless of tax years or types.
  • Limited Authorization: Check the second box if you want to limit the authorization to specific tax years or types.
    • Specify Tax Year(s) and/or Tax Type(s): If you selected limited authorization, list the specific tax years and/or tax types (e.g., income tax, sales tax) that the representative is authorized to handle.

Section 5: Acknowledgement and Authorizing Signature

  • Signature: Sign the form to confirm your authorization.
  • Date: Enter the date you signed the form.
  • Printed Name: Print your full name clearly.
  • Title: If you’re signing on behalf of a business, include your title (e.g., owner, manager, officer).
  • Telephone Number: Provide a valid phone number where you can be reached.
  • Email Address: Enter your email address for communication purposes.

Submission Instructions

Once the form is completed, submit it to the Indiana Department of Revenue using one of the following methods:

  • Mail: Send the form to:
    Indiana Department of Revenue
    P.O. Box 7230
    Indianapolis, IN 46207-7230
  • Fax: Fax the completed form to 317-615-2605.
  • INTIME Portal: Submit the form electronically through the Indiana DOR’s e-services portal at intime.dor.in.gov.

Important Notes

  1. Separate Forms for Spouses: If you and your spouse both need to authorize a representative, you must complete separate POA-1 forms.
  2. Revoking a Power of Attorney: To revoke a previously submitted POA-1, send a written and signed notice to the Indiana DOR, including the name of the representative being revoked.
  3. Alterations: Any changes to the form must be initialed by the taxpayer or authorized individual. Otherwise, the form will be rejected.
  4. Retention of Records: Keep a copy of the completed form for your records in case of future inquiries or disputes.
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