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Form 285 General Disclosure/Representation Authorization Form (replaces 72-0105)

Form 285 General Disclosure/Representation Authorization Form (replaces 72-0105)

 

INSTRUCTIONS: ARIZONA GENERAL DISCLOSURE/REPRESENTATION AUTHORIZATION FORM (Form 285)

 

 

To authorize an appointee to discuss and receive confidential information pertaining to Arizona tax matters, a form 285 should be used. This document can be obtained from the website maintained by the Arizona Department of Revenue.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 1: The first section concerns the taxpayer. Enter their name in the first box.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 2: Enter the taxpayer's spouse's name, if applicable, in the second box.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 3: Enter the taxpayer's present name and address, as well as their daytime phone number. Provide all applicable identifying numbers on the right.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 4: The second section concerns the appointee. Enter their name, present address, daytime phone number, and the applicable identifying numbers.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 5: The third section concerns the type of tax matters you are authorizing your appointee to receive confidential materials pertaining to.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 6: Additional authorizations are documented in the fourth section.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 7: Check the box in the fifth section if you wish to authorize your appointee with power of attorney.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 8: If you wish to revoke an earlier authorization, check the box on the sixth section.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 9: The seventh section should only be completed if you are a corporation with a controlled subsidiary.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 10: The eighth section requires the taxpayer's signature, which should be entered on the first blank line.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 11: Print the taxpayer's name on the second blank line.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 12: Enter the taxpayer's title on the third blank line.

 

Arizona General Disclosure/Representation Authorization Form 285 Step 14: If authorization was granted in the fourth and fifth sections, the appointee is required to enter their signature in the table provided at the bottom of the page, as well as entering the date, the jurisdiction, and indicating their designation with a check mark.

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Affidavit of Service

 

INSTRUCTIONS: MONTANA AFFIDAVIT OF SERVICE 

 

 

The form discussed in this article is filed by a Montana estate representative mailed or personally serviced notice and information to an heir or devisee. This document can be obtained from the website maintained by the Montana Courts system.

 

Montana Affidavit Of Service Step 1: On the first blank line, enter your name.

 

Montana Affidavit Of Service Step 2: On the second blank line, enter your street address.

 

Montana Affidavit Of Service Step 3: On the third blank line, enter your city, state and zip code.

 

Montana Affidavit Of Service Step 4: On the fourth blank line, enter your telephone number, including the area code.

 

Montana Affidavit Of Service Step 5: On the fifth blank line, enter the number of the district in which your county is located.

 

Montana Affidavit Of Service Step 6: On the sixth blank line, enter the name of your county.

 

Montana Affidavit Of Service Step 7: On the seventh blank line, enter the name of the deceased.

 

Montana Affidavit Of Service Step 8: On the eighth blank line, print your name.

 

Montana Affidavit Of Service Step 9: On the ninth blank line, enter the name of the recipient.

 

Montana Affidavit Of Service Step 10: Check the first box if you mailed a true and correct copy of the notice. Enter the date, month and year on which you did this, as well as the address to which this copy was mailed.

 

Montana Affidavit Of Service Step 11: Check the second box if you hand-delivered a copy of the notice. Enter the date, month and year in which you did so, as well as entering the name of the opposing party to whom delivery was made and/or the name of their attorney, if they are represented by one.

 

Montana Affidavit Of Service Step 12: On the next blank line, enter the date.

 

Montana Affidavit Of Service Step 13: On the next blank line, enter the month.

 

Montana Affidavit Of Service Step 14: On the next blank line, enter the last two digits of the year.

 

Montana Affidavit Of Service Step 15: On the next blank line, enter your signature.

 

Montana Affidavit Of Service Step 16: The remainder of the form should be completed by a notary public, who will enter the state, county, their signature, their title or rank and all other information requested.

 

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Form 285A Audit Disclosure Authorization Form

Form 285A Audit Disclosure Authorization Form

 

INSTRUCTIONS: ARIZONA AUDIT DISCLOSURE AUTHORIZATION FORM (Form 285A)

 

 

To authorize an appointee to discuss tax matters related to an Arizona audit, a form 285A. This document can be obtained from the website maintained by the Arizona Department of Revenue.

 

Arizona Audit Disclosure Authorization Form 285A Step 1: The first section concerns information about the tax payer. In the first box, enter the taxpayer name.

 

Arizona Audit Disclosure Authorization Form 285A Step 2: In the second and third boxes, enter the taxpayer street address and, if applicable, apartment or suite number.

 

Arizona Audit Disclosure Authorization Form 285A Step 3: Enter the taxpayer city, town or post office in the fourth box, the state in the fifth box and the zip code in the sixth box.

 

Arizona Audit Disclosure Authorization Form 285A Step 4: Enter the taxpayer daytime phone number in the seventh box.

 

Arizona Audit Disclosure Authorization Form 285A Step 5: Enter the employer identification number, Arizona withholding number, Arizona transaction privilege tax license number or Social Security numbers. Enter only the applicable numbers.

 

Arizona Audit Disclosure Authorization Form 285A Step 6: The second section allows you to document up to two appointees. In the first box, enter their name.

 

Arizona Audit Disclosure Authorization Form 285A Step 7: Enter their address, if different from the one given above, including the city, state and zip code, in the next five boxes.

 

Arizona Audit Disclosure Authorization Form 285A Step 8: Enter the appointee's daytime phone number in the next box. Enter their Social Security number or other ID number in the last box of this section.

 

Arizona Audit Disclosure Authorization Form 285A Step 9: In the third section, indicate what type of tax matters the appointees are authorized to receive discuss confidential information regarding. Check "income tax," "transaction privilege and withholding tax," "withholding tax" or "other" as applicable. If the latter, specify.

 

Arizona Audit Disclosure Authorization Form 285A Step 10: Only complete the fourth section if you wish to revoke a previous authorization.

 

Arizona Audit Disclosure Authorization Form 285A Step 11: Enter your signature and date on the first blank line of the fifth section.

 

Arizona Audit Disclosure Authorization Form 285A Step 12: Print your name on the second blank line.

 

Arizona Audit Disclosure Authorization Form 285A Step 13: Enter your title on the third blank line.

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Notice to Creditors

 

INSTRUCTIONS: MONTANA NOTICE TO CREDITORS

 

 

In Montana estate cases where the personal representative of the estate is required to publish notification in newspapers to inform creditors that they should present their claims to the estate, the notice discussed in this article is used as the template for the notice to be published. This document can be obtained from the website maintained by the Montana Courts system.

 

Montana Notice To Creditors Step 1: Enter your name on the first blank line.

 

Montana Notice To Creditors Step 2: Enter your street address on the second blank line.

 

Montana Notice To Creditors Step 3: Enter your city, state and zip code on the third blank line.

 

Montana Notice To Creditors Step 4: Enter your phone number, including the area code, on the fourth blank line.

 

Montana Notice To Creditors Step 5: Enter the number of the district in which your county is located on the fifth blank line.

 

Montana Notice To Creditors Step 6: Enter the name of your county on the sixth blank line.

 

Montana Notice To Creditors Step 7: Enter the name of the deceased on the seventh blank line.

 

Montana Notice To Creditors Step 8: Enter the probate case number to the right of the seventh blank line where indicated.

 

Montana Notice To Creditors Step 9: On the eighth blank line, enter the name of the personal representative.

 

Montana Notice To Creditors Step 10: On the ninth blank line, enter the address to which correspondence to the personal representative should be sent.

 

Montana Notice To Creditors Step 11: On the tenth blank line, enter the date of the day.

 

Montana Notice To Creditors Step 12: On the eleventh blank line, enter the month.

 

Montana Notice To Creditors Step 13: On the twelfth blank line, enter the last two digits of the year.

 

Montana Notice To Creditors Step 14: On the thirteenth blank line, enter your signature.

 

Montana Notice To Creditors Step 15: On the fourteenth blank line, enter your address.

 

Montana Notice To Creditors Step 16: This notice should be published once a week for three successive weeks in a newspaper of general circulation in the county in question. This notice will give creditors four months to present their claims within the date of the first publication. Failure to publish this notice will result in the personal representative being forever barred.

 

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Form 285C Disclosure Certification

Form 285C Disclosure Certification

 

INSTRUCTIONS: ARIZONA DISCLOSURE CERTIFICATION FORM (Form 285C)

A form 285C is used by someone who has been authorized via a form 285 with power of attorney in Arizona tax matters or via a form 285B to receive confidential documents relating to tax matters. The form 285C certifies to the Arizona Department of Revenue that this person has been authorized legally authorized in either of these capacities. The document can be obtained from the website maintained by the Arizona Department of Revenue.

Arizona Disclosure Certification Form 285C Step 1: Section 1 concerns the taxpayer who has authorized you. Enter their name, their spouse's name if applicable, their present street address, apartment suite number (if applicable), city, town or post office, state, zip code, and daytime phone number including area code.

Arizona Disclosure Certification Form 285C Step 2: Additionally, supply all of the following applicable pieces of information: the taxpayer's Social Security number, their spouse's Social Security number, their employer identification number, and/or their Arizona transaction privilege tax license number.

Arizona Disclosure Certification Form 285C Step 3: Section 2 concerns the "signator," or authorized person. Enter your name and Social Security number or other identifying number on the first line. State what type of identification number you are providing.

Arizona Disclosure Certification Form 285C Step 4: On the second line, enter your business street address if different from the taxpayer's address provided above, your apartment or suite number, and your daytime phone number including area code.

Arizona Disclosure Certification Form 285C Step 5: On the third line, enter your city, town or post office, state and zip code.

Arizona Disclosure Certification Form 285C Step 6: In Section 3, enter the tax years and periods for which you are authorized to receive documentation and/or execute a power of attorney for.

Arizona Disclosure Certification Form 285C Step 7: Check the first statement in Section 4 if you are authorized to receive confidential information.

Arizona Disclosure Certification Form 285C Step 8: Check the second statement in Section 4 if you have received power of attorney.

Arizona Disclosure Certification Form 285C Step 9: Sign and date the first line in Section 5.

Arizona Disclosure Certification Form 285C Step 10: Print your name on the second line in Section 5.

Arizona Disclosure Certification Form 285C Step 11: Enter your title on the third line in Section 5.

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