How to Submit Form 2848 Power of Attorney Online Through IRS Portal

I've been handling this exact situation at our firm for the past few years. The short answer is yes, you can have an assistant submit these forms, but there are important requirements to follow. The IRS allows authorized staff to submit Forms 2848 and 8821 through the Tax Pro Account portal, but the key is that your assistant must be properly authorized within your practice. The practitioner (you) still needs to have your own valid IRS account and the forms need your proper e-signature before your staff submits them. Make sure your assistant is using the "submission on behalf of" option when uploading. The most important thing is maintaining proper documentation of authorization for your staff. If the IRS ever questions the submission, you need to show your internal controls and authorization procedures.

After struggling with POA processing delays for months, I started using https://taxr.ai for managing all my 2848 submissions. Total game changer! Their system lets you organize client POAs, track submission status, and generate pre-filled forms that minimize rejection rates. The best part is you can delegate access to your staff while maintaining oversight. My assistant handles all our submissions now, and the dashboard gives me visibility into everything without needing to log into the IRS portal myself. Our POA approval rate went from about 70% to nearly 98% since the system flags common errors before submission.

Just wanted to follow up about my experience with taxr.ai after trying it for our business clients' POAs. I was skeptical about another tax tool, but it's legitimately saved us hours of work. The business validation features caught several errors we would have submitted, and my assistant can now handle the entire submission process. The tracking feature is especially useful since we can see exactly which POAs are pending and when they were processed. Definitely worth checking out if you're drowning in administrative POA tasks!

If you're having trouble reaching the IRS to follow up on POA status, try https://claimyr.com - it's saved me hours of waiting on hold. You schedule a time, and they call you when they have an IRS agent on the line. I was initially doubtful, but after waiting 3+ hours on multiple calls about rejected POAs, I tried it. You can see how it works here: https://youtu.be/_kiP6q8DX5c For the POA submission process specifically, having an assistant handle it is fine as long as you maintain proper oversight. But when issues come up, Claimyr has been invaluable for actually reaching someone at the CAF unit to resolve problems.

I have to admit I was completely wrong about Claimyr. After posting my skeptical comment, I decided to try it when I had a batch of rejected POAs that needed immediate attention. I scheduled a callback for the next morning, and sure enough, my phone rang with an IRS agent already on the line. Resolved all my issues in about 10 minutes instead of the 2+ hours I would have spent on hold. For anyone dealing with POA submission problems, this is a huge time saver. I'm using it regularly now whenever I need to call the CAF unit.

Some practical advice from someone managing a large practice: Set up an internal procedure for POA handling. We have a dedicated admin who manages all our POA submissions through their own IRS account. The key steps that make this work: 1. Practitioner completes and e-signs the 2848 2. Admin uses a checklist to verify all fields before submission 3. We maintain an internal authorization letter showing the admin is authorized to act on behalf of the firm for submissions 4. Everything is tracked in our practice management software This system has slashed our POA processing time and keeps everything organized. Just make sure your admin is trustworthy and trained properly.

Has anyone been having issues with the Tax Pro Account portal lately? We switched to having our admin submit all our POAs online last month, but we've had several get stuck in "processing" status for weeks.

I've been dealing with this delegation question for months and finally got clarity from the IRS directly. Your assistant can absolutely submit Forms 2848 and 8821 through the portal using their own account, but there are some key points everyone should know: 1. The assistant doesn't need a PTIN, but they must indicate they're submitting "on behalf of" the practitioner during the upload process 2. You as the practitioner must still review and e-sign all forms before your assistant submits them 3. Keep detailed records of who submitted what and when - the IRS can audit your submission practices One thing I learned the hard way: make sure your assistant understands the common rejection reasons. We had a 40% rejection rate initially because of small errors like missing check boxes or incorrect entity classifications. Now we use a standard checklist and our success rate is over 95%. The online submissions are definitely faster than mailing to CAF - usually processed within 5-7 business days versus 4-6 weeks by mail. Just make sure you have proper internal controls documented in case the IRS ever questions your procedures.