Texas Comptroller Power of Attorney

Texas Comptroller Power of Attorney (POA) is a legal document that allows you as the taxpayer to assign another person with a right to represent you in front of the Texas Comptroller of Public Accounts. This means that you, as the principal, allow another person, the agent, to get access to your tax information and make decisions in regard to them.

Specifics of Filling Out This POA

First of all, you need to download this 01-137 form and decide through the which means you will fill it out. It can be done by:

  • Using the browser
  • Opening via local editing software
  • Printing it out
  • Using online editors

Here is what you would need to do in regard to personal information:

  1. Write down the full name of the principal.
  2. Step 1
  3. Next to the name, you should place the principal’s taxpayer number. If he or she is an individual, this would be the Social Security Number. In case that the principal is the business entity, a Federal Entity Identification Number is required.
  4. Step 2

In the Next Part

  1. After that, some information regarding the agent should be placed. The first one would be his or her legal name.
  2. Step 3
  3. On the next line, write down the agent’s relationship to the principal and the contact name.
  4. Step 4
  5. The third line here requires a phone number with an area code and the street where the agent lives.
  6. The fourth line should be filled with the city, state, and zip code of the agent’s current address, as well as with his or her email address.
  7. Step 6
  8. In the last line here, write down the tax types for which the principal grants the agent the authority. For example, it could be an income tax. Also, do not forget to put in the period(s) for which this authority would work.
  9. Step 7
  10. After that, you will see a list of checkboxes where some possible functions of the agent are written down. The principal should check those that he or she would want the agent to be able to do.
  11. Step 8

The last step is the signatures:

  1. Write down the date after which the document would be effective.
  2. Step 9
  3. Next, put the signature of the principal.
  4. Step 10
  5. Fill in the date on which the document is being signed.
  6. Step 11
  7. Do not forget the principal’s name and phone number (together with the area code). They should be put in the next line after the previous one.
  8. Step 12
  9. All that is left to do is write down the address, title (if present), and the email address of the principal.
  10. Step 13
This Site Authored by Power of Attorney Texas updated: June 9, 2021