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Benefit Plan Power of Attorney (2848)/Tax Information Authorization (8821) in Lacerte
by Intuit• Updated 6 months ago
Generating Form 2848 - Power of Attorney (POA)
- Go to the section, Miscellaneous Forms, and then go to Screen 25, Power of Att. (2848)/Info Auth (8821).
- Enter a 1 in the field, Print with complete return: 1= Form 2848, 2= Form 8821.
- Complete the Representative #1 information.
- Name
- Street Address
- City, State, Zip
- CAF Number
- Telephone Number
- FAX Number
- Designation
- Licensing jurisdiction (state) or the licensing authority
- Bar, license, certification, registration or enrollment number
- Check any of the boxes that apply
- Complete Representative #2, Representative #3, and Representative #4 (if applicable).
- Scroll down to the Tax Matters subsections.
- Enter the Type of tax, etc.
- Enter the Tax form number.
- Enter the Year(s) or period(s).
- Scroll down to the Acts Authorized subsection.
- Select the checkboxes that apply:
- Access my IRS records via an Intermediate Service Provider
- Disclosure to third parties
- Signing a return due to disease or injury
- Signing a return due to continuous absence from the US
- Signing a return due to specific permission requested and granted
- Substitute or add representatives
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