Screen OKPOA - Oklahoma Power of Attorney (1040)

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Overview

Use this screen to enter the general, representative / appointee, and tax matters information to complete the state power of attorney. 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 Matters Information
section in this screen to generate the state power of attorney form.

General Information

Taxpayer, spouse, or joint
Enter the letter to indicate the person(s) for whom the Oklahoma power of attorney applies. If this field is blank, UltraTax CS defaults to the federal power of attorney choice.

Representative/Appointee Information

Use this section to enter representative information if different from the federal
POA
screen. The information transferred from UltraTax/1040 can be overridden on a field-by-field basis.

Tax Matters Information

Use this section to enter the type of tax, tax form number, year or period, specific tax matters, or other additions or deletions to authorized acts for which the designated representative has authority. Entries made in these fields are used to generate the state power of attorney form.

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