Set print and notification options for Power of Attorney and tax information authorization forms

  1. With the tax return open, select the
    Separate Filings
    folder then the
    POA
    tab.
  2. Choose to print only Form 2848, only Form 8821, or both forms via the
    Print Power of attorney / Tax information authorization
    field.
  3. If you want the client to file the form with the Internal Revenue Service, select the appropriate IRS service center from the
    IRS Service Center for power of attorney
    dropdown.
  4. By default, the first representative listed on Form 2848 will receive copies of notices and communications from the IRS.
  5. To prevent UltraTax CS from sending copies of IRS notices to the appointee on Form 8821, mark the
    Send no notices to Form 8821 appointee
    checkbox.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close