Enter authorized acts and signature information

  1. With the tax return open, select the
    Separate Filings
    folder then the
    POA
    tab.
  2. Mark the
    Specific use not recorded on Centralized Authorization File (CAF)
    checkbox if the power of attorney or authorization was granted for a use that isn't specified in the CAF.
  3. Complete the appropriate
    Authorized acts for Form 2848
    fields to specify which acts are authorized under Form 2848.
  4. Use the
    Percentage of: Residual estate
    field to enter the percentage of the residual estate received by this beneficiary. UltraTax CS calculates the amount of the residual estate on the Allocation of Residual Estate to Beneficiaries Worksheet by multiplying the residual estate available to beneficiaries by this percentage.
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