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Generating Form 2848 Power of Attorney (POA) in ProConnect Tax

by Intuit•2• Updated 1 year ago

For Form 2848, use the Power of Attorney input fields to designate a power of attorney representative. You can enter up to three representatives in ProConnect Tax.

  • To name more than three representatives, you must attach a manually prepared list of additional representatives and their respective identifying information.
  1. Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
  2. Enter a 1 in the field Print with complete return: 1= Form 2848, 2= Form 8821. 
  3. Complete the Representative #1 information.
    • Name
    • Street address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation
    • Licensing jurisdiction (state) or other licensing authority
    • Bar, license, certification, registration or enrollment number
    • Check any of the boxes that apply 
  4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
  5. Scroll down to the Tax Matters subsections.
  6. Enter the Type of tax, etc.
  7. Enter the Tax form number.
  8. Enter the Year(s) or period(s).
  9. Scroll down to the Acts Authorized subsection.
  10. 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
  11. A second Form 2848 has to be created for the spouse, per the IRS.
    1. Click the Add button on the left-hand side of the screen (or click the + tab in ProConnect Tax) and then select POA 2.
    2. Check the box Duplicate for 2848/8821 for spouse. This will print the information from POA 1 onto POA 2.

Where to file Form 2848:
Unless you checked the box on line 4, you can file the power of attorney online, by fax, or by mail. The 2848 isn't included in your e-filed return, although in certain situations you may be required to attach a copy of the form as a PDF in order to e-file a deceased client's tax return.

Filing online
Most people can submit their 2848 online using the IRS Submit Forms 2848 and 8821 Online website.

  1. Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
  2. Enter a 1 in the field Print with complete return: 1= Form 2848, 2= Form 8821. 
  3. Complete the Representative #1 information.
    • Name
    • Street Address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation
    • Licensing jurisdiction or other authority
    • Bar, license, certification, registration or enrollment number
    • Check any of the boxes that apply
  4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
  5. Scroll down to the Tax Matters subsections.
  6. Enter the Type of tax.
  7. Enter the Tax form number.
  8. Enter the Year(s) or period(s).
  9. Scroll down to the Acts Authorized subsection.
  10. 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 
  1. Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
  2. Enter a 1 in the field Print with complete return: 1= Form 2848, 2= Form 8821. 
  3. Complete the Representative #1 information.
    • Name
    • Street Address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation
    • Licensing jurisdiction or other authority
    • Bar, license, certification, registration or enrollment number
    • Check any of the boxes that apply
  4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
  5. Scroll down to the Tax Matters subsections.
  6. Enter the Type of tax.
  7. Enter the Tax form number.
  8. Enter the Year(s) or period(s).
  9. Scroll down to the Acts Authorized subsection.
  10. 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
  1. Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
  2. Enter a 1 in the field Print with complete return: 1= Form 2848, 2= Form 8821. 
  3. Complete the Representative #1 information.
    • Name
    • Street Address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation
    • Licensing jurisdiction or other authority
    • Bar, license, certification, registration or enrollment number
    • Check any of the boxes that apply
  4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
  5. Scroll down to the Tax Matters subsections.
  6. Enter the Type of tax.
  7. Enter the Tax form number.
  8. Enter the Year(s) or period(s).
  9. Scroll down to the Acts Authorized subsection.
  10. 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
  1. Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
  2. Enter a 1 in the field Print with complete return: 1= Form 2848, 2= Form 8821. 
  3. Complete the Representative #1 information.
    • Name
    • Street Address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation
    • Licensing jurisdiction or other authority
    • Bar, license, certification, registration or enrollment number
    • Check any of the boxes that apply
  4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
  5. Scroll down to the Tax Matters subsections.
  6. Enter the Type of tax.
  7. Enter the Tax form number.
  8. Enter the Year(s) or period(s).
  9. Scroll down to the Acts Authorized subsection.
  10. 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
  1. Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
  2. Enter a 1 in the field Print with complete return: 1= Form 2848, 2= Form 8821. 
  3. Complete the Representative #1 information.
    • Name
    • Street Address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation
    • Licensing jurisdiction or other authority
    • Bar, license, certification, registration or enrollment number
    • Check any of the boxes that apply
  4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
  5. Scroll down to the Tax Matters subsections.
  6. Enter the Type of tax.
  7. Enter the Tax form number.
  8. Enter the Year(s) or period(s).
  9. Scroll down to the Acts Authorized subsection.
  10. 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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