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Power of attorney perhaps?
In case the purpose is just to gather tax info and authority for PoA is too broad, consider filing a F.8821?
Are you looking for something like the organizer? It lists the items from last year, with a slot for the number for this year? It is printed from the prior year program, so if you have the 2017 Lacerte, you would print from that for gathering the 2018 information.
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