Power of Attorney

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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Proof of Service by Publication

 

INSTRUCTIONS: MONTANA PROOF OF SERVICE BY PUBLICATION 

 

 

The form discussed in this article is filed by the personal representative of a Montana estate to certify that they have published a notice regarding probation of the estate in the periodical appropriate to their case. This document can be obtained from the website maintained by the Montana courts system.

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

Montana Proof Of Service By Publication Step 8: On the eighth blank line, enter the name of the newspaper in which the notice was published.

 

Montana Proof Of Service By Publication Step 9: On the ninth blank line, enter the date.

 

Montana Proof Of Service By Publication Step 10: On the tenth blank line, enter the month.

 

Montana Proof Of Service By Publication Step 11: On the eleventh blank line, enter the last two digits of the year.

 

Montana Proof Of Service By Publication Step 12: On the twelfth blank line, the personal representative should enter their signature.

 

Montana Proof Of Service By Publication Step 13: This form must be filed along with the Affidavit of Publication, which must be completed by the newspaper in which notice was filed. The Affidavit can also be obtained from the website maintained by the Montana Courts system. The notice should be published at least once a week for three successive weeks in a newspaper of general circulation in each county involved in the case. Should there be no newspaper in a county involved, publication in the newspaper of an adjacent county is acceptable. 

 

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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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