UltraTax CS
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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Enter Power of Attorney information in the Preparer Information dialog.
Note: Starting with 2014 UltraTax CS, you can designate preparers as being available only for Forms 2848 and 8821 while being excluded from the preparer selection under File > Client Properties within a client. To do this, mark the This preparer only available on POA input screens, it will not be available for selection in File > New Client or Client Properties checkbox after step 2 below.
Complete the following steps to update Power of Attorney information in UltraTax CS.
- Choose Setup > Office Configuration > Preparers.
- Highlight the appropriate preparer and click Edit.
- Click Representative.
- Enter the preparer's representative information and click OK twice.
- In Screen POA, select the appropriate representative from the Name drop-down list.
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