Form 2848

• Missing Representative and/or Taxpayer signatures or signature dates.
  Page 4 of Form 2848 Instructions gives requirement for the signature and date.
• Line 3. Matters
  Non- specific identification of tax periods (tax matters), i.e. generalizations.
  Example: All Years, All future periods
  Page 3 of Instructions outlines several acceptable entries for the matters field.
  Example: 2009 through 2011 or 2009 - 2011 or 2009, 2010, 2011
• If Box 6 is checked. Retention/Revocation of Prior Power(s) of Attorney
  Forms are submitted with Box 6 checked, however, no copy of the power of attorney is attached to identify the representative that is being retained. The revocation has the same years, periods and tax matters as authorized on CAF.
• No designation shown.
• No jurisdiction shown, applicable for designations A, B, C or G.
• Title of employee of company being authorized not indicated.

Form 8821

• Missing taxpayer signature and/or date.
  Page 4 of Form 8821 Instructions give requirement for the signature and date.
• Non- specific identification of tax periods (tax matters), generalizations.
  Example: All Years, All future periods
• Incorrect EIN/SSN for taxpayer or business (and we are unable to identify/verify it through our records).

Form 706

• No representative signature and/or date.

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