Screen POA - Power of Attorney and Tax Information Authorization (1065)

Forms 2848 and 8821 - General Information

Enter
1
to calculate Form 2848,
2
to calculate Form 8821, or
3
to calculate both forms. If you leave this field blank, neither form prints.
The application automatically determines the IRS Service Center to which Form 2848 and 8821 should be mailed based on the partnership address entered in the
1065
screen. Only enter information in this field to override the service center.

Representative or Appointee Information

Use the statement to enter each representative’s or appointee’s name, address, CAF number, and other information. If you select the preparer’s name using the dropdown list in the representative name fields, the application completes these fields based on data entry in the
Setup
,
Office Configuration
,
Preparers
tab, then
Representative
.
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