Tax Power of Attorney Form

Streamline Tax Authority Delegation with a Professional Power of Attorney Form

Managing tax matters can be complex, especially when you need to authorize someone to represent you before the IRS. This Tax Power of Attorney Form template provides a secure, professional way to grant legal authority for tax representation, audit attendance, and return signing permissions—all while maintaining clear documentation of the scope and limits of that authority.

Designed for Tax Professionals and Their Clients

Whether you're a tax attorney, CPA, enrolled agent, or tax preparer, this template helps you collect all the necessary information to properly represent clients before federal tax authorities. For individuals and businesses, it offers a clear, compliant way to authorize representation without the confusion of traditional paper forms.

The form captures essential details including taxpayer identification, the specific tax matters covered, representation authority levels, audit attendance permissions, and signing rights—ensuring both parties understand the scope of authorization.

Built-In Compliance and Professional Structure

This template follows the structure needed for proper IRS representation authorization while making it easy for clients to understand what they're authorizing. Conditional logic ensures that only relevant questions appear based on the type of authority being granted, reducing confusion and completion time.

With Paperform's calculation fields and conditional sections, you can adapt the form for different representation scenarios—from simple return signing to full audit representation—without maintaining separate documents.

Automate Your Tax Practice Workflow

Connect this form to your practice management software, CRM, or document storage using Paperform's native integrations or Stepper (stepper.io) for advanced automation. Automatically generate engagement letters, update client records, trigger calendar entries for representation dates, and create audit preparation checklists—all from a single form submission.

Use Papersign (papersign.com) to instantly convert submissions into professional authorization documents that clients can review and sign electronically, creating a complete audit trail that satisfies professional standards and regulatory requirements.

Trusted by Tax Professionals Nationwide

Tax attorneys, accounting firms, and enrolled agents rely on Paperform to create professional, secure forms that reflect their expertise and protect client interests. With SOC 2 Type II compliance, data encryption, and flexible permissions, you can confidently handle sensitive tax information while delivering a modern client experience.

Ready to modernize your tax practice? Start with this Tax Power of Attorney Form template and experience how Paperform makes professional client intake effortless.