Oklahoma Tax Power of Attorney (Form BT-129)

Oklahoma Tax Power of Attorney (Form BT-129), otherwise known as the Oklahoma Tax Commission Power of Attorney, is a form that provides you the opportunity to appoint a tax professional or other person to represent your interests in front of the tax commission. Your chosen agent will be able to do what you designate including receiving information and making filings.

How to Write

1 – Download The Tax Form Provided Here To Appoint A Representative

The form to appoint a Taxpayer Representative will be supplied when one of the buttons coupled with the image on this page is selected. This will grant access to the required form so that you may work on it live or, so you may download it and work on it at another point in time. It is strongly recommended you save a copy of this document in the format you prefer.

2 – Accurately Display The Taxpayer Information

Use the first three lines in this form to report the “Taxpayer(s) Name(s),” “Social Security Number/Federal Identification Number(s)”, “Permit Number(s),” and “Address.” A few things would be fair to mention here. If the Principal Taxpayer filed jointly with a Spouse on the Tax Matters that will be delivered to the Representative’s Principal Powers, the Spouse will need to have his or her Name, ID Number(s), and Address must also be reported. In the event the Principal Taxpayer is a Business Entity, the Business Name must be entered precisely as it appears in state records including all applicable suffixes.  

3 – State The Identity Of Each Taxpayer Representative

This form will have the room to naturally accommodate Representative Information for two parties. If the Principal is assigning his or her Authority to more than two Agents, then continue the Representative Report on an accurately labeled attachment. Each Representative must have his or her “Legal Name,” “Telephone Number,” and “Address” to satisfy the requirements imposed by this paperwork below the words “Hereby Appoints”

4 – Officially Designate The Agents With The Determined Principal Authority

The Taxpayer can delegate as much or as little Representative Power(s) to the Agents named above but this must be documented properly so Tax Entities (Such as the Department of Revenue) can interact appropriately with the Agent. A table in the center of this template (beneath the words “As Attorney(s)-in-Fact To Represent The Taxpayer Before The Oklahoma Tax Commission…”) supplies a structured area to delegate such Powers. Notice the three column headings: “Type Of Tax (Income, Sales, Etc.), “State Tax Number Or Description Of Tax Document,” and “Year(s) Or Period(s) (Date Of Death If Estate Tax).” This table will, thus, allow for an accurate report on what Tax Matters (i.e. Income Tax, Audits), which Form or File Numbers, and the Time Period for such Matters the Taxpayer Representative wield Principal Power with.Below the table is a statement with the bold words “Retention/Revocation Of Prior Power(s) Of Attorney” Here, the Principal should consider the status of any previous Tax Authorities issued regarding the same Matters for the same Years. By default, any such delegation of Power on file with the Oklahoma Tax Commission will be revoked immediately upon this document’s execution. If the Principal intends for such a previous appointment of Principal Power to remain valid after this document’s execution, mark the checkbox corresponding to this statement then attach a copy of the Power Document to this one.

5 – Each Signature Party Must Participate Directly In This Execution

If the information requested by this form has been filled out and any necessary attachments are present and accounted for, then it may be executed at the Principal’s discretion. The Taxpayer should locate the heading “Taxpayer(s) Signature And Date.” The Taxpayer will need to sign the “Signature Of TaxPayer(s)” line and solidify this Signature by reporting the Date it occurred in the space provided. If a Spouse is involved in a Joint Filing regarding any of the Tax Matters listed in the table, he or she will also need to supply a Signature and Signature Date.The next signature area, below the bold statement beginning with “If Signed By A Corporate Officer, Partner, Or Fiduciary On Behalf Of The Taxpayer…” will call for a verification Signature if the Taxpayer is a Business entity and this document was signed by an Authorized Representative. In such a case, the Authorized representative must sign this document (again), this time providing his or her Title with the Business Entity, and his or her Signature Date. A signature here will verify the Authorized Signature Party’s status as being approved of signing this document on behalf of the Business Entity.Additionally, if the Signature Party is a Business Entity’s Authorized Representative, he or she must locate the statement “Type Or Print Your Name Below…” then supply his or her Printed Name, verify his or her Title, and re-enter his or her Signature Date.Next, the Taxpayer Representative will need to participate in this signing by verifying his or her intent to follow the Principal’s Directives regarding the Principal’s Tax Matters as the Principal’s Representative. He or she should find the heading “Declaration Of Representative,” then mark the checkbox that best defines his or her role in relation to the Taxpayer (i.e. If the Representative is a C.P.A then he or she should mark the box labeled “Certified Public Accountant.” If none of the descriptions apply to the Representative, he or she should mark the box labeled “Other” then fill in his or her role on the blank line provided. Once the Representative has completed self-reporting, he or she must sign the “Signature Of Representative Line” and Date the Signature on the line immediately following it. Below this, the Representative must document any “Licensing Jurisdiction (If Applicable)” he or she must comply with and “License Number (If Applicable)” he or she has obtained and must maintain.