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Ghosts on the ledger
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Future of professionals report 2025
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Screen NYPOA - New York Power of Attorney (1065)
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Representative Information
Use this section to enter representative information. Only the first two representatives entered in this statement will be used on Form POA-1. The statement attached to this box contains all relevant information entered in the federal POA screen.
To exclude an item from the state return, delete the amount, enter a zero, or delete the entire line item from the statement. UltraTax CS displays the modified column in black and won't overwrite the new data with subsequent federal-to-state data transfers.
Alternate representative to receive notices, etc
Enter the name of the representative to receive notices if it isn't the first representative listed on the form.
Authority Granted
Tax type, and years, periods, or transaction
Enter authority granted for each tax type, including years, periods, or transactions, in the statement. Each tax type may only be entered once. This information is mandatory in order to print Form POA-1.
note
If tax types 1 or 2 are selected, no other tax types will be displayed.
Limits of authority granted by this POA
Enter an explanation for not giving the representative full power of attorney in the statement. UltraTax CS marks the checkbox on Form POA-1, Part 3 and attaches a submittable statement to the form.