Screen POA - Power of Attorney and Tax Information Authorization (990)

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Overview

Use this screen to enter information for power of attorney and tax information authorization. UltraTax CS uses this information to complete Forms 2848 and 8821.

Data sharing

UltraTax CS enables you to share power of attorney (POA) representative data (such as each representative's Social Security number, name, and address) among all clients automatically. For details, see Data sharing overview.

You must diligently review all data that is shared among clients.

Forms 2848 and 8821 - General Information

Use this section to enter general form information and information about authorized acts.

Enter 1 to select Form 2848, 2 to select Form 8821, or 3 to select both forms. If this field is blank, neither form prints.

Enter the IRS Service Center to which Form 2848 or 8821 should be mailed or select it from the fieldview. UltraTax CS uses this information to print filing instructions and a mailing slipsheet for Form 2848 or 8821.

The default setting is to mark the Form 2848 to send copies of notices to the first representative (Blank entry). If this is not the desired behavior, enter 1 to select the second representative, 2 to select both representatives, and 3 to select neither representative.

Enter X if no notices or communications from the IRS are to be sent to the representatives or the appointee. UltraTax CS uses this information to complete Form 8821, line 5b.

Representative / Appointee Information

Use this section to enter information about the representatives or appointees receiving the authorization.

Enter each representative's or appointee's name, address, CAF number, and other information. UltraTax CS uses this information to complete Form 2848, line 2 and Part II and Form 8821, line 2. When information is entered in the statement, only the first four representatives are used for either form.

Tax Matters Information

Use this section to enter information about which tax matters you want listed on the form.

Enter information about the particular tax matters. UltraTax CS uses this information to complete Form 2848, Page 1, line 3 and Form 8821, line 3, columns (a) through (c).

Enter information about specific tax matters. UltraTax CS uses this information to complete Form 8821, line 3, column (d).

Note: These fields are not applicable to Form 2848.

Authorized Acts

Use this section to enter information about additional authorized acts and the signatures on Form 2848.

Enter X if the power of attorney or authorization is for a specific use not recorded on CAF. UltraTax CS uses this information for Form 2848, Page 1, line 4 or Form 8821, line 4.

Enter any specific prohibited acts to be listed on Form 2848, line 5.

Note: This field is not applicable to Form 8821.

Enter X if prior powers of attorney or authorizations are not being revoked. UltraTax CS uses this information for Form 2848, Page 2, line 6 and Form 8821, line 6.

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