Power of Attorney

Power of Attorney Frequently Asked Questions

• Why do I need an ePOA for access to a client’s INTIME account when I already have a POA for a client?

  Although a tax practitioner may have a POA to manage a client’s tax accounts, an electronic Power of Attorney (ePOA) is needed to ensure the security of a client’s INTIME account information.

  Requesting ePOA access is done through a tax practitioner’s INTIME account. To initiate an ePOA access request in INTIME, click the “All Actions” or “Preparer Actions” tab, then select the “Request POA Access” link and follow the prompts. The client will be notified that the request has been submitted and can log in to their INTIME account to review and approve.

  Once approved by the client, you will be able to see the same information and perform the same actions in INTIME as your client.

  Step-by-step guides for Tax Practitioners and Clients are available to help with approving ePOA via INTIME and authorizing tax practitioner access to a client’s tax account(s).

• I need to request an ePOA from my client, but they haven’t used INTIME yet. How do I proceed?

  The best way to proceed is to have the client create a logon for their INTIME account. If the client does not have the information on hand to validate the account, they may request a “Welcome Letter,” which will be mailed to them.

  Step-by-step guides for Tax Practitioners and Clients are available to help with approving ePOA via INTIME and authorizing tax practitioner access to a client’s account(s).

• If my client approves the INTIME ePOA access request, do I still need a Form POA-1 on file?

  An INTIME ePOA is equivalent to a Form POA-1 for the purpose of discussing tax matters. DOR reserves the right to request a Form POA-1 in certain circumstances. Generally, a Form POA-1 is not required if DOR has an approved INTIME ePOA access request on file. The INTIME ePOA only allows clients to approve access to the accounts currently in INTIME. A Form POA-1 may be needed for other tax types.

• Does my client need to access the internet to register for INTIME to approve my ePOA request?

  If your client does not have the ability to access INTIME to approve your request, an access request letter will be mailed to their legal address on file with DOR. The letter can be used to approve the ePOA and your access request to INTIME.

• How can I submit a Form POA-1 for my client?

  POA representatives should mail or fax their client’s signed Form POA-1 to:

  Indiana Department of Revenue
  P.O. Box 7230
  Indianapolis, IN 46207-7230
  Fax: 317-615-2605

  A PDF file may also be attached to an INTIME message.

• If I submit a Form POA-1 on my client’s behalf, will I begin receiving copies of all letters mailed from DOR to my client?

  No, the Form POA-1 does not authorize the POA representative to receive the same correspondence sent from DOR to the customer. Completing a Form POA-1 only allows DOR to speak with the customer’s POA representative.

• I’ve entered my company name on a Form POA-1. Can DOR speak with anyone who is employed at my firm?

  No, a company cannot be listed on a Form POA-1 as the customer’s representative. By law, DOR can accept only an individual’s name as a POA representative. A Form POA-1 without an individual listed as the customer’s designated POA representative will not be accepted.

• Can I send DOR the IRS’s POA form if it lists tax types for Indiana?

  No, DOR will not accept the IRS’s POA form. A Form POA-1 must be completed and submitted to DOR.

• When will my client’s POA expire with DOR?

  The POA expires after five years from the date it was signed. Therefore, your client must renew their POA with DOR every five years.

• Can I still use the paper Form POA-1?

  Yes, a Form POA-1 is still used for Power of Attorney, but it does not allow access to client accounts in INTIME. An ePOA is needed to ensure the security of a client’s INTIME account information.

• How many names can be on the POA-1 form?

  The POA-1 form is designed for only 1 customer name. If applicable, you must use a separate form for a spouse. Every customer is considered an individual for a POA-1 form.