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mlinneyac
Level 1
August 12, 2026
Question

how do you get lacerte to automatically populate california power of attorney info from the preparer data

  • August 12, 2026
  • 1 reply
  • 49 views

Form 3520-PIT is not populating the CA CPA license # or email address from the preparer information screen in the settings/options/preparer tab.

    1 reply

    LTD315
    Level 2
    August 13, 2026

    Unfortunately, it does not carry from the Federal input or the user settings.  You would need to enter both your # and email address.  Go to sheet 54 under Miscellaneous Forms.  

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