Tax Tip #14 for Tax Professionals – Accessing your client’s tax information

 

As Minnesota responds to COVID-19, we want to reassure you that the Minnesota Department of Revenue remains open and ready to help with tax-related services. Revenue's top priority is the health and safety of our customers and employees. See how we’re responding to COVID-19.

 

The Minnesota Department of Revenue can disclose confidential client information to you if you have power of attorney for your client.

How do I get power of attorney for my clients?

Do any of the following:

• Send us Form REV184i, Individual or Sole Proprietor Power of Attorney, or Form REV184b, Business Power of Attorney. These forms allow your clients to grant you full or limited authority to act on their behalf.
• Send us Form REV185i, Authorization to Release Individual or Sole Proprietor Tax Information, or Form REV185b, Authorization to Release Business Tax Information. These forms allow us to release private or non public data.
• Send us federal Form 2848. This form must state “Minnesota” (or “MN”) or a Minnesota tax form number and specific tax years.
• Have your clients check the box on the bottom of their Minnesota return next to: “I authorize the Minnesota Department of Revenue to discuss this return with my paid preparer or the third-party designee indicated on my federal return.” Checking the box only grants Power of Attorney to complete processing of the return.

We will not accept power of attorney forms (including Form REV184) with revision dates of October 2012 or earlier.

How long does my power of attorney last?

Form	Power of Attorney Expires
Form REV184i Form REV184b Federal Form 2848­	When revoked or the client passes away
Form REV185i Form REV185b	Once the information has been released
Form M1 Checkbox	When the return is processed, one year from the return’s due date, or one year from its received date, whichever is later

 

How do I change or remove an existing power of attorney?

You or your client can change or cancel it. Submit Form REV184r, Revocation of Power of Attorney, to revoke an existing power of attorney.