In order to grant someone power of attorney for tax matters, you must file Georgia Form RD-1061. This form authorizes an individual or individuals to represent the taxpayer before the Georgia Department of Revenue and to access confidential information on behalf of the taxpayer for specified tax matters and periods. Georgia Form RD-1061 allows a taxpayer to delegate authority to a representative, such as an accountant, attorney, or other tax professionals, to:
- Sign tax returns.
- Discuss tax matters with the Georgia Division of Revenue.
- Receive confidential tax information.
- Represent the taxpayer in tax-related hearings and other proceedings.
Who Must File Form RD-1061?
Taxpayers who wish to delegate authority to another person to handle their tax matters with the Georgia Division of Revenue must file Form RD-1061. This is commonly done by individuals who:
- Prefer a professional to manage their tax filings and communications.
- Need assistance during an audit or other tax disputes.
- Are unable to handle their tax affairs personally due to various reasons such as health issues or absence.
How to File Form RD-1061?
- Download Form RD-1061 from the Georgia Division of Revenue’s official website.
- Fill in all required information accurately, specifying the extent of the authority being granted and the tax periods covered.
- Ensure that both the taxpayer and the representative sign and date the form where indicated.
- Mail the completed form to the Georgia Division of Revenue at the address provided on the form or as directed on their website.
How to Fill Out Form RD-1061?
To fill out Georgia Form RD-1061:
- Start by providing the principal’s name and address.
- Provide the representative’s name and address.
- List the powers you wish to grant to the representative.
- Include any powers you do not want to grant.
Then, sign and date the form. If the representative is a lawyer, CPA, registered public accountant or enrolled agent, they must provide their license number and state of licensure in addition to their signature and date.
If the representative is authorized to endorse checks, they must also provide a valid checking account number. Finally, if the representative is authorized to attend hearings on the taxpayer’s behalf, they must provide their title or position in the industry and any other relevant details.
For more detailed information on completing and submitting Form RD-1061, visit the Georgia Division of Revenue’s official website or contact customer service for assistance.
