State Tax Department Simplifies Power of Attorney Form, Process Issues

New York State Department of Taxation and Finance
Published Date:
Aug 8, 2017

Power of attorney
Based on feedback from tax professionals and taxpayers, the New York State Department of Taxation and Finance recently revised Form POA-1, Power of Attorney, and implemented a power of attorney (POA) web application to make it easy to file. The changes are part of the department’s ongoing effort to make its forms more user-friendly and to enhance its operational efficiency.

These changes include the following:

• It’s shortened to one page.

• Only the taxpayer’s signature is required.

• The new June 17 version of Form POA-1 will no longer automatically revoke a POA currently on file.

POA web application

Both taxpayers and representatives can now create and submit Form POA-1, generated by the POA web application, using their online services accounts. If you don’t have an online services account, create one here. The web application—

• guides you through the process to help ensure that your POA is completed accurately,

• pre-populates information on file for the taxpayer and

• is the quickest and easiest way to file Form POA-1.

Simplified Form POA-1

A revised paper Form POA-1 is also now available.

Important: If you already have a signed POA that was not created using the web application, do not use the web application to submit it. Fax or mail it using the instructions on our website. The department also updated and shortened Form ET-14, Estate Tax Power of Attorney.

For more information, please visit the New York State Tax Department’s Power of Attorney webpage. A demonstration video about the POA web application is posted on the tax department’s YouTube channel. You can also access a link to the channel under the “Connect with Us” heading at the bottom of the tax department’s homepage.

Click here to see more of the latest news from the NYSSCPA.