Screen TYPOA — Texas PPT — Power of Attorney

Overview

Use this screen to enter general, representative / appointee, and tax matter information in order to designate a representative for specific tax matters and/or to revoke a designation. If you have entered power of attorney at the federal level, UltraTax CS defaults to the federal entries for fields identified as force fields in this screen.

General Information

Use this section to enter general information for the Texas power of attorney.
Enter
X
to mark that the appointment is for all properties listed for this owner.
In the statement dialog, enter the appointment’s properties.
Enter
1
,
2
, or
3
to appoint the first, second, or third federal representative as the Texas representative, or choose an option from the drop-down list. If you leave this field blank, UltraTax CS defaults to the first representative entered in federal Screen POA.
Type Code
Description
1
Representative number 1 (Default)
2
Representative number 2
3
Representative number 3
Enter the date that the agent’s authority ends.
Enter the title and firm name for the signature block if not signed by the property owner.

Agent's Information

Use this section to enter information about the agent receiving authorization if the information differs from that entered in federal Screen POA.
If the agent’s name, address, and telephone number for Texas differs from the federal information, enter the state information in these fields.

Property Tax Matters Information

Use this section to specify the agent’s authority for property tax matters and for delivery of property tax notices.
Enter
X
to indicate that the agent has general power.
Enter
X
in the appropriate fields to indicate the specific powers of the agent.
Enter
X
to indicate that all property tax notices and other communications should be delivered to the agent.
Enter
X
in the appropriate fields to indicate which items should be delivered to the agent.
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