Power of Attorney (POA) grants a chosen authority access to an individual’s personal information and the ability to act on their behalf in certain capacities. To elect a POA representative, an individual is required to submit a Form POA-1 to the Indiana Department of Revenue (DOR) by uploading an electronic Power of Attorney (ePOA) on INTIME or by mailing or faxing in a copy of the original paper form.
INTIME streamlines the establishment of a POA relationship between individuals and POA representatives, enabling the representatives to view an individual’s account information and correspondence, pay taxes and bills, register tax accounts, file business taxes, and securely message DOR Customer Service. Get started with the ePOA guides for Tax Practitioners and/or Clients.
Through INTIME, tax preparers also have the ability to:
- View and manage multiple customers under one login
- File returns, make payments and view file and payment history for clients
- View and respond to correspondence for clients
- Request electronic Power of Attorney from clients to act on their behalf
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.
- 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.
- 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?
- 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
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?
- I’ve entered my company name on a Form POA-1. Can DOR speak with anyone who is employed at my firm?
- 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?