Screen NYPOA - New York Power of Attorney (1040)

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Overview

Use this screen to enter the general, representative, and tax matters information to complete Form POA-1, New York Power of Attorney for Individuals. If the federal POA screen is completed, UltraTax CS transfers the federal representative data from the federal POA screen to this screen. Transferred data may be changed, as needed. Enter data in the
Tax type, years, periods
field to generate the state power of attorney form.

Representative Information

Use this section to enter representative information if different from the federal POA screen. The information can be overridden on a field-by-field basis.
Representative information
If you enter the representative PTIN, enter the entire number including
P
.

Tax Matters and Acknowledgment

Use this section to enter the type of tax, year or period, specific tax matters, or other authorized acts for which the designated representative has authority. Alternatively, tax type code
1
leaves this section blank and authorizes all tax types for all tax periods.

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