Set print and notification options for Power of Attorney and tax information authorization forms
- With the tax return open, select theSeparate Filingsfolder then thePOAtab.
- Choose to print only Form 2848, only Form 8821, or both forms via thePrint Power of attorney / Tax information authorizationfield.
- If you want the client to file the form with the Internal Revenue Service, select the appropriate IRS service center from theIRS Service Center for power of attorneydropdown.noteYou’ll also need to edit the filing instructions and slipsheets to replace the [firm name] variable with Internal Revenue Service and replace the [firm street], [firm city], and [firm zip] variables with the [POA addr] variable.
- By default, the first representative listed on Form 2848 will receive copies of notices and communications from the IRS.noteTo change this behavior, select the desired recipients from theSend copies of notices to representatives for Form 2848dropdown.
- To prevent UltraTax CS from sending copies of IRS notices to the appointee on Form 8821, mark theSend no notices to Form 8821 appointeecheckbox.noteIf this field is marked, UltraTax CS automatically clears checkbox 5a on Form 8821. This field is used to complete Form 8821, line 5b and isn't applicable to Form 2848.
