Fillable Appointment of Taxpayer Representative (Form M-5008-R) (NJ Department of Treasury)

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Appointment of Taxpayer Representative (Form M-5008-R) (NJ Department of Treasury)

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Appointment of Taxpayer Representative (Form M-5008-R)
1.
Taxpayer Information
Use this form to designate a representative(s) and grant the representative(s) the authority to obligate, bind, and/or appear
on your behalf before the New Jersey Division of Taxation. Section 3 of the form allows you to list which tax matters your
representative is authorized to handle on your behalf.
Taxpayer Is:
☐ Individual ☐Corporation ☐Sole Proprietorship ☐Partnership ☐Estate ☐Limited Liability Company
☐Trust(other than a business trust) ☐Other Specify__________________________________________________________________
Taxpayer’s Name
Social Security Number
Spouse’s/CU Partner’s Name
Social Security Number
Mailing Address
Country
(If not US)
City
State
Zip
NJ Taxpayer ID Number (if other than SS#)
Name of Trustee or Executor
Address of Trustee or Executor
Country
(If not US)
City
State
Zip
2.
Representative Information
The named representative(s) must sign and date where indicated in Section 8 on page 2 or this appointment will be
rejected. If the representative is a tax practitioner, the representative must enter his/her Preparer Tax Identification Number
(PTIN) as the Representative ID. Representatives who do not have a PTIN must enter their Social Security number.
The taxpayer(s) named in Section 1 above appoints the person(s) named below as his/her/their taxpayer representative
to
represent them in connection with the tax matter(s) listed in Section 3.
Name
Representative ID
Address
Telephone Number Fax Number
Name
Representative ID
Address
Telephone Number Fax Number
3.
Tax Matters
I/We appoint the representative(s) named in Section 2 above to represent me/us for:
☐All tax matters ☐Specific tax matters listed below
Type of Tax (New Jersey Gross Income, Sales and Use, Corporation,
Partnership, Employment, Inheritance, etc.)
Years(s) & Period(s)
Rev.06/2019
4.
Acts Authorized
The representative(s) is/are authorized to receive and inspect confidential tax records and is/are granted full power to
act
with respect to the tax matters described in Section 3 above, and to do and perform all such acts
as I/we could
do or
perform. The authority granted by this appointment does not include the power to endorse a refund check.
☐If you want the representative(s) to have limited power, provide an explanation on the lines below and check this box.
You may attach additional information as well.
5.
Notices and Communications (audit correspondence only)
We will send original notices and other written communications to you and a copy (other than automated computer notices)
to the first representative listed in Section 2 unless you check one or more of the boxes below.
☐I/We do not want the Division to send any notices or communications to my representative(s).
☐I/We want the Division to send a copy of notices and/or communications (other than automated computer notices) to
both representatives listed in Section 2.
6.
Retention/Revocation of Prior Appointment(s) or Power(s)
The filing of this form automatically revokes all earlier Appointment(s) of Taxpayer Representative and/or Power(s)
of
Attorney on file with the Division of Taxation for the tax matters and years or periods listed in Section 3 unless you
check
the box below.
☐I/We do not want to revoke any prior Appointment(s) of Taxpayer Representative and/or Power(s) of
Attorney. If you
check this box, you must attach copies of the previous Appointment(s) and/or Power(s) that you do not want to revoke.
7.
Signature of Taxpayer(s)
If the tax matters covered by this appointment concern a joint Gross Income Tax return and the representative(s)
is/are
being appointed to represent both spouses/CU partners, both must sign below.
If a corporate officer, partner, guardian, tax matter partner, executor, administrator, or trustee signs the appointment on
behalf of the taxpayer, the signature below certifies that they have the authority to execute this form on behalf of the
taxpayer(s).
This Appointment of Taxpayer Representative Is Void if not Signed and Dated
Taxpayer Signature
Date
Print Name
Title (if applicable)
Taxpayer Signature
Date
Print Name
Title (if applicable)
8.
Acceptance of Representation and Signature
I/ We accept the appointment as representative(s) for the taxpayer(s) who has/have executed this Appointment of
Taxpayer Representative.
Representative Signature
Date
Print Name
Title (if applicable)
Representative Signature
Date
Print Name
Title (if applicable)
Rev.06/2019
Instructions for Form M-5008-R
Use this form to designate a representative(s) and grant the representative(s) the authority to obligate, bind, and/or appear
on your behalf before the New Jersey Division of Taxation. Section 3 of the form allows you to list which tax matters your
representative is authorized to handle on your behalf.
You may authorize the representative(s) to receive your confidential tax information. Unless otherwise indicated, the
representative(s) may also perform any and all acts that you can perform regarding your taxes. This includes consenting to
extend the time to assess tax or agreeing to a tax adjustment. Representatives may not sign returns or delegate authority
unless specifically authorized to do so on this form.
Form M-5008-R Is not Required:
• When an individual appears with you or with a representative who is authorized to act on your behalf. For example, this
form is not required if a representative appears on behalf of a corporate taxpayer with an authorized corporate officer;
• If a trustee, receiver, or attorney has been appointed by a court that has jurisdiction over a debtor;
• If an individual merely furnishes tax information or prepares a report or return for you;
• When a fiduciary stands in the position of, and acts as, the taxpayer. However, if a fiduciary wishes to authorize an
individual to represent or act on behalf of the taxpayer, the fiduciary must sign and file Form M-5008-R.
Limitations
Appointing a representative does not relieve you of tax responsibilities or obligations. This
form allows another person to
represent you in most matters concerning tax administration, tax investigations, examinations/audits, and other meetings
with the Division. Because you remain responsible for your tax obligations, a representative’s authority does not extend to
some aspects of the collection process. Examples of the collection process are: judgments, levies, liens, and seizures. In these
instances, we may require telephone communication, direct contact, and/or interaction with the taxpayer.
Who Can Execute the Appointment of Taxpayer Representative?
• An individual, if the request pertains to a personal Income or individual Use Tax return filed by that individual (or by an
individual and his or her spouse/CU partner if the request pertains to a joint Income Tax return and joint representation
is requested). If joint representation is not requested, each taxpayer must file his or her own form.
• If the taxpayer is a limited liability company (LLC), a manager of the LLC. If there is no manager, a member of the LLC
authorized to act on tax matters on behalf of the entity.
• A sole proprietor.
• A general partner of a partnership or limited partnership.
• The administrator or executor of an estate.
• The trustee of a trust.
• If the taxpayer is a corporation, a principal officer or corporate officer who is authorized to act on tax matters and has
legal authority to reach agreements on behalf of the corporation; any person who is designated by the board of directors
or other governing body of the corporation; any officer or employee of the corporation upon written request signed by
a principal officer of the corporation and attested by the secretary or other officer of the corporation; or any other
person who is authorized to receive or inspect the corporation’s return or return information under I.R.C. §6103(e)(1)(D).
Tax Matters
You may enter more than one tax type and indicate the tax year(s) and/or tax period(s) applicable in Section 3. If you designate
a specific tax but no tax year or period, the M-5008-R will apply to all tax years and periods. If you designate a specific tax
year or period but not a specific tax type, this form will apply to all tax types for the designated tax year or period. If you do
not designate either a tax type or a tax period, this form will apply to all taxes and all periods.
Rev.06/2019
Retention/Revocation of Prior Powers of Attorney and/or Appointments of Taxpayer Representative
By executing and filing the M-5008-R with the Division of Taxation, you are revoking all M-5008-R previously executed and
filed with this Division for the same tax matter(s), year(s), and period(s) covered by this form.
You may not partially revoke a previously filed Form M-5008-R. If a previously filed Form M-5008-R or Power of Attorney
has more than one representative and you do not want to retain all the representatives on the previously filed form, you
must execute a new form indicating the representative(s) retained.
Signature of Taxpayer(s)
You, or an individual you authorize to execute the Form M-5008-R on your behalf, must sign and date the form. You or the
representative(s) may be required to provide identification and evidence of authority to sign this document.
Individuals. If the matter for which the appointment is prepared involves a joint Income Tax return and the same individual(s)
will represent both spouses/CU partners, both must sign Form M-5008-R, unless one spouse/CU partner authorizes the
other, in writing, to sign for both. In that case, you must attach a copy of the authorization to the appointment. If the matter
for which the appointment is prepared involves a joint return and different individuals will represent the spouses/CU partners,
each must execute his or her own Appointment of Taxpayer Representative.
Corporations. The president, vice-president, treasurer, assistant treasurer, or any other officer of the corporation having
authority to bind the corporation must sign Form M-5008-R.
Partnerships. All partners must sign Form M-5008-R, or if the form
is executed on behalf of the partnership only, a partner
duly authorized to act for the partnership must sign it. A partner is authorized to act for the partnership if, under state law,
the partner has authority to bind the partnership.
Limited Liability Companies (LLC). A member or manager must sign Form M-5008-R, or, if the form is executed on behalf
of the LLC only, a member or manager duly authorized to act for the LLC must sign it, and the signor must certify that he/she
has such authority.
Fiduciaries. In matters involving fiduciaries under agreements, declarations, or appointments, Form M-5008-R must be
signed by all of the fiduciaries, unless proof is furnished that fewer than all fiduciaries have the authority to act in the matter
under consideration. Evidence of the authority of the fiduciaries to act must be included when filing Form M-5008-R.
Estates. The administrator or executor of an estate may execute Form M-5008-R.
Trusts. The trustee of a trust may execute Form M-5008-R.
Others. Form M-5008-R must be signed by the taxpayer or by an individual having the authority to act on behalf of the
taxpayer.
Instructions for Submission
Completion and submission of this form is only required when you are communicating – either in person or in writing – with
the Division on behalf of another person.
In Person
If you are planning to visit a Regional Information Center on behalf of another individual, you must bring:
• The completed form, signed by both the representative and the taxpayer; and
• One form of government-issued photo identification (such as a driver’s license) or two forms of non-picture
government-issued identification (such as a birth certificate).
In Writing
If you are responding to a notice sent by the Division,
submit your documentation to the PO Box on the notice.
You must include with your correspondence:
• The completed form, signed by both the representative and the taxpayer;
• A copy of the notice; and
• Any corresponding documentation.
Rev.06/2019
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Appointment of Taxpayer Representative (Form M-5008-R) (NJ Department of Treasury)

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Completed 13 August 2020

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