Screen FOPOA - Florida PPT - Power of Attorney

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Overview

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

General Information

Use this section to enter general information for the Florida power of attorney.
Authorized for receipt of refund checks
Enter
1
,
2
, or
3
to indicate authorization for Representative #1, Representative #2, or Representative #3 to receive refund checks, or select F4 to choose an option from the fieldview.
Send notices to first representative, copies to taxpayer
Enter
X
to indicate that notices should be sent to the first representative and copies of the notices sent to the taxpayer.
No notices sent to representative
Enter
X
to indicate that no notices should be sent to the representative.
Contact name
Enter the contact name.
Contact fax number
Enter the contact fax number.
Revoking prior power of attorney
Enter
X
to indicate that the prior Florida power of attorney should be revoked.
FL Tax Registration Number
Enter the sales tax number, unemployment tax account number, or business partner number assigned by the Florida Department of Revenue.

Representative/Appointee Information

Use this section to enter representative information, if different from the federal Screen POA. The boxes can be overridden on a box-by-box basis.

Tax Matters Information

Use this section to enter the type of tax, tax matter, year or period, and other additions or deletions to authorized acts for which the designated representative has authority.

Unemployment Tax Agent

Use this section to enter agent information.

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