Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Federal input screens

Screen POA - Power of Attorney and Tax Information Authorization (1065)

Show all hidden content

Forms 2848 and 8821 - General Information

Power of Attorney or Tax Information Authorization
Enter
1
 to calculate Form 2848,
2
 to calculate Form 8821, or
3
 to calculate both forms. If you leave this field blank, neither form prints.
Form 2848 and 8821 IRS Service Center
The application automatically determines the IRS Service Center to which Form 2848 and 8821 should be mailed based on the partnership address entered in the
1065
 screen. Only enter information in this field to override the service center.
note
If Form 2848 and 8821 should be returned to the preparer instead of sending it to the IRS for all partnership returns, mark the
Return Form 2848 or 8821 to preparer
 checkbox in the
Client Documents
 tab in the
Other Return Options
 window. To open this window, select
Setup
,
1065 Partnership
, and select
Other Return Options
.
note
If you don't enter an address in the
1065
 screen or a service center in this field, no address prints in the filing instructions.

Representative or Appointee Information

Representative information
Use the statement to enter each representative’s or appointee’s name, address, CAF number, and other information. If you select the preparer’s name using the dropdown list in the representative name fields, the application completes these fields based on data entry in the
Setup
,
Office Configuration
,
Preparers
 tab, then
Representative
.
note
Only information for the first four representatives entered will be used on Forms 2848 and 8821. The application ignores all other entries.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close