In order to protect the confidentiality of tax information, tax practitioners, preparers, etc., are required to have a Form IL-2848, Power of Attorney, on file with us before we can discuss your client's information with you. In addition, you should have a copy of your client's return with you as you will be asked to verify certain information contained on the return.
Note: Beginning with the 2011 Form IL-1040, Individual Income Tax Return, the Third Party Designee box on the return will allow a taxpayer to designate a person to answer any questions that arise during the processing of the return, call with questions about the return, and receive or respond to notices we send. A similar box was added to the Illinois business income tax forms beginning with the 2012 tax year. See the instructions for the return you are filing for further details.