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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

Edit power of Attorney (POA) filing instructions

UltraTax CS filing instructions are designed to have the client return the Power of Attorney form to the tax preparer. To instruct the client to file the form with the IRS, select the client's IRS service center in the
IRS Service Center
 dropdown on the
POA
 screen.
You'll also need to edit the filing instructions and slipsheets by replacing the
[firm name]
 variable with
Internal Revenue Service
 and replacing the
[firm street]
,
[firm city]
, and
[firm zip]
 variables with the
[POA address]
 variable.
Follow these instructions to insert the variables.
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. Under the
    Federal
     tab, select
    Filing Instructions
    .
    note
    If you're combining a transmittal letter and filing instructions, select
    Transmittal Letter
    .
  3. Highlight the Form 2848 Instructions then select
    Open
    .
  4. Highlight the
    [firm variable]
     and use the
    DELETE
     key on your keyboard to remove the variable.
  5. Enter
    Internal Revenue Service
    .
  6. Highlight and delete the variables
    [firm street]
    ,
    [firm city]
    ,
    [firm state]
    , and
    [firm zip]
    .
  7. Select 
    Insert
    ,
    Variable
    , then
    Address
    .
  8. Select
    [POA address]
     then
    OK
    .
  9. Select
    Document
    ,
    Exit
     and, when prompted, select
    Yes
     to save your changes.
  10. Select
    OK
     to exit the
    Product Information
     window.

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