Create a client-facing authorization letter template that accompanies Form 2848 and state power-of-attorney documents, explaining in plain language why their signatures are required, the duration of the representation, and the specific federal and state jurisdictions secured for a first-time bookkeeping handoff.

Generate create a client-facing authorization letter template that accompanies form 2848 and state power-of-attorney documents, explaining in plain language why their signatures are required, the duration of the representation, and the specific federal and state jurisdictions secured for a first-time bookkeeping handoff. for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Upload existing Form 2848, state POAs, or prior authorization letters that need to be updated or replaced
Select the client's business entity type and primary tax obligations to determine required jurisdiction coverage
List all state jurisdictions where tax representations are needed, including PCA states, payroll states, and sales tax nexus states
Determine the extent of representative authority needed for IRS and state tax agencies
Define which ongoing services will require authorization access to replace traditional first-meeting explanation
Set the authorization period matching service agreements and client relationship expectations
Specify how the authorization letter should explain our role to clients based on their technical knowledge level
Enter all relevant business identifiers needed for proper authorization (EIN, state ID numbers, tax account numbers)
Specify any restrictions or specific powers being withheld from this authorization (binding agreements, refund checks, etc.)
Select applicable regulatory requirements for this authorization based on client industry and services
Include any special circumstances, pending issues, or specific client concerns that should be addressed in the authorization letter