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The New York Tax Power of Attorney is a document used to ascertain government approval regarding a taxpayer’s transfer of rights to a tax professional for the purpose of handling their associated accounts. After being sent in and accepted by the state of New York, an instated representative can speak, take action, and sign in lieu of the principal party or parties. This is the provided paperwork issued for individual taxpayers and business tax matters on the state level. Another useful tool for tax representation purposes is the NEw York E-ZRep Tax Info Access and Transaction Auth. (Form TR-2000) that grants supplemental permissions for a tax specialist to access the taxpayer’s account through a tax professional online services account.

Instructions: Adobe PDF

Laws

Statute – Consolidated Laws of New York – Chapter 24A – Article 5 – Statutory Short Form and Other Powers of Attorney For Financial and Estate Planning (§ 5-1501 – 5-1514)

Signing Requirements – Taxpayer(s) signatures will need to be provided in the designated space(s) as directed within the form.

How to File

Once the document undergoes proper finalization, it can be filed with the New York State Department of Taxation and Finance. Filing can be carried out by creating an account to take advantage of NYSDTF’s Online Services System or by utilizing one of the following methods of delivery:

By Mail:
NYS Tax Department
POA Central Unit
W A Harriman Campus
Albany, NY 12227-0864

By Fax:
POA-1/All Other Forms:(518) 435-8617
Estate Tax Forms: (518) 435-8406

Once sent in, the average processing time is (1) business day for online submission, two to three (2-3) business days for fax submission, and seven to ten (7-10) business days for submission by mail.