Screen WIPOA — Wisconsin Power of Attorney (1040)

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Overview

Use this screen to enter the general, representative / appointee, and tax matters information for the designation of a representative for specific tax matters and/or to revoke a designation. When a federal power of attorney is completed, UltraTax CS defaults to the federal entries for fields identified as force fields.

General information

Use this section to enter general information for the Wisconsin power of attorney.
Taxpayer, spouse, or joint
Enter a letter to indicate the person(s) for whom the power of attorney applies. If you don't make a selection, UltraTax CS defaults to the federal power of attorney.

Representative/Appointee information

Use this section to enter representative information if different from federal
POA
screen. You can replace information in these fields.

Tax matters information

Enter the type of tax, tax form number, year or period, specific tax matters, or other additions or deletions to authorized acts for which the designated representative has authority.

Power of attorney limitations and exclusions

Use this section to enter specific limitations and exclusions to the power of attorney.

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