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Screen PAPOA - Pennsylvania 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.
If a joint return is printing and two POAs are required (taxpayer and spouse copies), the PA-40 return must be split. To force the PA-40 return to split into 2 returns, enter
2
 in the
Pennsylvania Filing status (Force)
 on the PAGen screen. Once the POAs are printed, remove the
2
 from the
Pennsylvania Filing status (Force)
 on the PAGen screen.

Representative/Appointee Information

While you can enter many representatives, Form REV-677 LE only lists the first 4 that you enter on the federal POA screen.
Description of other representative
If the representative’s designation in the federal POA screen is
c
,
g
,
h
,
i
,
k
, or
r
, UltraTax CS converts these designations to code
7
 and completes Part II, line 7, Declaration of Representative - Other. If
7
 is entered in the PAPOA screen, a description must be entered for all representatives having a code
7
 designation. Use this field to enter the descriptions if different than the ones calculated.

Tax Matters Information

Information in this statement window is required in order to generate the state power of attorney form.

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