Can I send the IRS form instead?

No. New York State does not accept IRS Form 2848, and it does not accept New York City Form POA-2, for this office. Use Form POA-1. The preferred way to send it is fax, 518-435-8617. Do not also mail the same form.

Can I name my accountant’s firm?

Name a person, not the firm. Example: Alex Counsel. Put the job on its own line, such as New York CPA. The ID box holds only the number, such as PTIN P01234567, a Social Security number, or an EIN. NYTPRIN, if they have one, goes in the separate eight-character box.

Let someone handle your New York taxes

Name: New York Form POA-1 by fax
Brand: SingleFax
Price: 14.99 USD
Availability: InStock

Name one person, such as your CPA, and the taxes they may discuss. Example: 2024 personal income tax. We fax Form POA-1 to 518-435-8617. $14.99. New York does not accept the IRS power of attorney for this.

Federal representation is Form 2848. Letting someone see IRS records, without representing you, is Form 8821.

You

Your name

The name on your New York return. Example: Jane Example.

Social Security number or EIN

Nine digits. Example: 123-45-6789.

Mailing address

Example: 100 Main Street.

City

Example: Albany.

State

Your mailing state. You can live outside New York and use this form for New York taxes.

ZIP code

Example: 12207.

The person who may speak for you

A person, not a firm. Example: Alex Counsel. Do not write SingleFax.

Their name

First and last name. Example: Alex Counsel.

Their mailing address

Example: 200 State Street.

City

Example: Albany.

State

Their state, which can be outside New York. Example: NY, or FL for a Florida attorney.

ZIP code

Example: 12207.

Their phone

Example: 518-555-0199.

Their job or title

Example: New York CPA. This is the title line, not the ID number.

Their ID number

The short box next to the title. A PTIN such as P01234567, a Social Security number, or an EIN. Eleven characters at most.

NYTPRIN, if they have one

New York’s preparer number. Leave blank if they do not have one. Eight characters at most.

Which New York taxes

Personal income tax (your Form IT-201 or IT-203)

Corporation tax

Partnership tax

Sales tax

Withholding tax (tax taken out of paychecks)

Pick at least one. If this section is left blank, New York treats the form as covering every tax and every period.

Which year or dates

Example: 2024. If the period is not a calendar year, write the start and end dates, such as 3/1/2024–2/28/2025. Do not write all open periods, current, or collection matters.