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Form 285-I Individual Income Tax Disclosure/Representation Authorization Form

Form 285-I Individual Income Tax Disclosure/Representation Authorization Form

 

INSTRUCTIONS: ARIZONA INDIVIDUAL INCOME TAX DISCLOSURE/REPRESENTATION AUTHORIZATION FORM (Form 285-I)

 

 

To authorize a single person to either receive confidential documents relating to an individual income tax matter or to confer power of attorney upon them, you must file a form 285-I. This document can be obtained from the website maintained by the Arizona Department of Revenue.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 1: The first section requires information about the taxpayer. On the first line enter your name and that of your spouse if filing jointly, and your Social Security number(s).

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 2: On the second line, enter your present street address, apartment or suite number (if applicable), and daytime telephone number including area code.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 3: On the third line, enter your city, town or post office, state and zip code.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 4: Section 2 requires information about the appointee. In the section on the left, provide their name, present address and daytime telephone number including area code.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 5: On the right side, provide one of the listed identification numbers. 

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 6: In section 3, give the tax years your appointee is authorized to receive confidential information regarding.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 7: Check the box in section 4 if you wish to give the appointee power of attorney.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 8: Check the box in section 5 if you wish to revoke any previous powers of attorney. If you wish to retain some of these, specify which.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 9: In section 6, sign and print your name, as well as entering the date. If applicable, your spouse must do the same.

 

Arizona Individual Income Tax Disclosure/Representation Authorization Form 285-I Step 10: In section 7, the practitioner should sign their name, enter the date, the jurisdiction they are practicing in, and indicate whether they are an attorney, certified public accountant, federally authorized tax practitioner or other.

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Personal Representatives Sworn Statement to Close Estate

 

INSTRUCTIONS: MONTANA PERSONAL REPRESENTATIVE'S SWORN STATEMENT TO CLOSE ESTATE

 

 

The form discussed in this article can be filed by the personal representative of a Montana estate to close it. This document can be obtained from the website maintained by the Montana Courts system.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 1: On the first blank line, enter your name.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 2: On the second blank line, enter your street address.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 3: On the third blank line, enter your city, state and zip code.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 4: On the fourth blank line, enter your phone number.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 5: On the fifth blank line, enter the number of the district in which your county is located.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 6: On the sixth blank line, enter the name of your county.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 7: On the seventh blank line, enter the name of the deceased.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 8: On the eighth blank line, enter the name of the personal representative.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 9: On line 5, indicate with a check mark whether you have sent a copy of this statement to all distributees of the estate and all creditors or claimants of whom you are aware whose claims were neither paid or nor barred, or if you are the sole residual distributee and therefore no accounting is required.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 10: Indicate the type of certificate filed with the Clerk of Court with a check mark on line 6.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 11: On the first blank line on line 8, enter the date.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 12: On the second blank line, enter the month.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 13: On the third blank line, enter the last two digits of the year.

 

Montana Personal Representative's Sworn Statement To Close Estate Step 14: On the last blank line, enter your signature.

 

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Form 01-5414 Office of Administrative Hearings Supplemental Power of Attorney

Form 01-5414 Office of Administrative Hearings Supplemental Power of Attorney

 

INSTRUCTIONS: ARIZONA OFFICE OF ADMINISTRATIVE HEARINGS SUPPLEMENTAL POWER OF ATTORNEY (Form 01-5414)

 

 

When a disputed matter has been transferred by the Arizona Department of Revenue to the Office of Administrative Hearings for a hearing, an appointee with power of attorney from the taxpayer must file a form 01-5414 certifying they are authorized to receive confidential information and conduct negotiations on behalf of their client. This document can be obtained from the website of the Arizona Department of Revenue.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 1: Section 1 requires that you give the name or names of the taxpayer, their daytime telephone number, and their complete home address.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 2: Section 2 requires you to provide the applicable identification number for the taxpayer. Enter their Arizona transaction privilege tax number, federal employer identification number or Social Security number as appropriate.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 3: In section 3, give the name, address, ID number, telephone number and fax number for up to two representatives. 

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 4: In section 4, indicate with check marks whether you are authorized regarding transaction privilege tax, use tax, or other. If the latter, specify. Indicate the type of entity you are representing with a check mark and enter the assigned case number.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 5: In section 5, enter any specific restrictions in your power of attorney.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 6: In section 6, indicate with a check mark whether notices and similar notifications should be sent only to the first-named representative or to both.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 7: Section 7 requires you to attach a copy of any Department of Revenue power of attorney.

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 8: In section 8, one or both representatives must print and sign their name, enter their title and give the date. 

 

Arizona Office Of Administrative Hearings Supplemental Power Of Attorney 01-5414 Step 9: Mail the completed form to the address at the bottom of the second page. 

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Application for Informal Probate and Appointment of Personal Representative

 

INSTRUCTIONS: MONTANA APPLICATION FOR INFORMAL PROBATE AND APPOINTMENT OF PERSONAL REPRESENTATIVE

 

 

This article discusses the application to be filed to be appointed as a personal representative in an informal Montana probate. This document can be obtained from the website maintained by the Montana Courts system.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 1: At the top lefthand corner, enter your name, address, phone number, and the name of the applicant.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 2: Enter the number of the judicial district court on the first blank line.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 3: Enter the name of the county on the second blank line.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 4: Enter the name of the deceased on the third blank line.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 5: Enter the probate number on the fourth blank line.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 6: On line 1, enter the relationship of the applicant to the deceased.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 7: On line 2, enter the date of death and the county in which death took place.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 8: In section 3, enter the names and addresses of the spouse, children, heirs and devisees, as well as the ages of those who are minors.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 9: In section 4, enter the name and address of the personal representative of the decedent whose appointment has not been terminated.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 10: Circle the appropriate statement in section 5.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 11: In section 7, enter the reason the applicant is entitled to be appointed as Personal Representative.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 12: On the first blank line of the second page, enter the date.

 

Montana Application For Informal Probate And Appointment Of Personal Representative Step 13: On the second blank line, enter your signature. Have the form certified by a notary public.

 

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Form 821 Withholding Tax Information Authorization

Form 821 Withholding Tax Information Authorization

 

INSTRUCTIONS: ARIZONA WITHHOLDING TAX INFORMATION AUTHORIZATION (Form 821)

 

 

If an Arizona taxpayer wishes to have a corporation, organization, firm or partnership authorized to receive confidential documentation and information regarding withholding taxes, they should file a form 821. Those wishing to authorize an individual must file a form 285-I. Both documents can be obtained from the website maintained by the Arizona Department of Revenue.

 

Arizona Withholding Tax Information Authorization 821 Step 1: Section 1 requires information about the taxpayer. On the first line, enter your name, daytime telephone number and Arizona withholding tax number.

 

Arizona Withholding Tax Information Authorization 821 Step 2: On the second line, enter your street address and federal employer identification number.

 

Arizona Withholding Tax Information Authorization 821 Step 3: On the third line, enter your city, state, zip code and Social Security number.

 

Arizona Withholding Tax Information Authorization 821 Step 4: Section 2 requires information about the appointee. In the box on the left, enter the business entity name on the first line.

 

Arizona Withholding Tax Information Authorization 821 Step 5: Enter the street address, including any suite or apartment number, of the appointee on the second line in the box on the left.

 

Arizona Withholding Tax Information Authorization 821 Step 6: On the third line, enter the appointee's city, state and zip code.

 

Arizona Withholding Tax Information Authorization 821 Step 7: In the box on the right, enter their business ID number on the first line.

 

Arizona Withholding Tax Information Authorization 821 Step 8: On the second line, enter their telephone number, including the area code.

 

Arizona Withholding Tax Information Authorization 821 Step 9: On the third line, enter their fax number, including the area code.

 

Arizona Withholding Tax Information Authorization 821 Step 10: In section 3, give the year or period for which they are authorized to receive or inspect confidential information.

 

Arizona Withholding Tax Information Authorization 821 Step 11: Section 4 states that by filing this authorization, you are revoking all previous authorizations. If this is not the case, check the box where indicated. You must also attach a copy of any withholding tax authorizations you wish to remain in effect.

 

Arizona Withholding Tax Information Authorization 821 Step 12: Section 5 should be signed by you and another taxpayer if applicable. Both parties should also print their name, as well as entering the date and their title.  

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