Timothy Morgan38 said:Can someone who’s actually been through this nightmare walk me through the exact process for registering with the IRS and Medicare...
- I already registered with the IRS and set up a quick filing profile for my firm, which went fine enough
- I filled out the IRS authorization forms for my clients and added myself as the authorized representative for them...
- I also filled out the Medicare authorization forms and listed myself as the one handling things for them
Questions:
1. On an IRS authorization form, can I list, say, five different clients and then name myself as the person managing all of them, or am I stuck filling out a separate form for every single client?
2. Who actually signs the IRS authorization? Is it the client, the accounting firm, or both?
3. Besides the authorization form, what else needs to be brought to the IRS? Some guy on a toll-free help line told me the form was all I needed, but now I'm reading online about powers of attorney, tax IDs, official rulings, and other nonsense...
4. What do I put for the business tax ID number on the Medicare authorization form? I can't find it anywhere... Is it something like 58222.1.1 ???
5. What else does Medicare require along with the authorization form?
Now, regarding hiring and firing employees...
1. What documentation is required for reporting to the IRS, and how exactly is it submitted?
2. What documentation is required for reporting to Medicare, and what's the protocol there?
If some kind soul could clear this up for me, I'd appreciate it...😁
Maybe you can have multiple clients listed on a single access sheet—I guess it depends on how you're setting things up.
Who actually signs the access form for the Social Security Administration? Is it the client or the accounting firm? Or maybe both?
Accounting—just accounting. (To be more specific: the authorized representative for the company receiving the power of attorney, plus that company's official seal—which is usually just the accounting firm.)
What else do I actually need to bring to the Social Security Administration besides the access list? Some guy on the toll-free help line told me that the list was all I’d need—nothing else—but now I'm reading stuff online about needing powers of attorney, various official decisions, and other paperwork. What's the deal?
They told me over the phone this morning—get the decision on opening a business and power of attorney. Apparently, I don't need the other paperwork. Or maybe I do? They were pretty blunt about it.
What am I supposed to enter for the Financial Center card number on this Medicare access form? I’ve been looking everywhere and I can't find that number to save my life—it’s nowhere. Is it maybe that other number, for example? 58222.1.1
That’s the number.
What else do I need to bring to Medicare along with the initial application form?
That’s it—nothing else. Just the application form.
The whole situation regarding onboarding and offboarding employees—it’s a mess.
What documents am I supposed to attach to my application for the Social Security Administration—and more importantly, how exactly am I supposed to file it?
What documents am I supposed to attach to my application for Medicare—and what's the actual process for getting it done?
I guess I’m hoping some kind soul out there can actually make sense of this—could someone please clarify? 😁
For standard check-ins or sign-offs, you don't actually need to do anything—it's handled. If you want to double-check, just look at the bottom of any M_P document; there’s a tab for mandatory documentation right there. I guess it might be required for professional training programs... maybe.
2. There’s also a tab in the app that breaks down exactly which documents you need for what—basically, it's the same old routine. You just scan the same paperwork you used to hand over at the local service center:
application: contract, ID, M1P
cancellation: termination notice, M2P
updates: depends on what exactly is changing...
