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CoCounsel Legal
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CoCounsel Tax
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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2026 SKILLS showcase
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen CAPOA - California Power of Attorney (1065)
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General Information
Form to print
Enter
BE
to calculate Form 3520 BE or RVK
to calculate Form 3520 RVK. If you leave this blank, neither form prints.Type of POA
Enter
1
to print Form 3520 BE and/or Form 3520 RVK with Form 565 and Form 568. Enter 2
to print Form 3520 BE and/or Form 3520 RVK with Form 540NR, or 3
to print Form 3520 BE and/or Form 3520 RVK with Form 565, Form 568, and Form 540NR.Representative Information
Representative information
UltraTax CS automatically transfers all representative information to this statement. Only the first representative entered in this statement will be used on Form 3520 RVK. To exclude an item from the state return, delete the information or delete the entire line item from the statement. UltraTax CS shows the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers.
Revocation
Date the original Power of Attorney Declaration signed
Enter date the original Power of Attorney Declaration was signed. This field is mandatory in order to print Form 3520 RVK.