Generating a notice concerning fiduciary relationship on Form 56 in ProConnect Tax

For individual returns:

1. Go to Input Return ⮕ Misc. Forms ⮕ Notice Concerning Fiduciary Rel.
2. Select the box labeled Print with tax return.
3. Enter all applicable information in:
   • Identification (Part 1)
   • Authority (Section A)
   • Nature of Liability of Tax Notices (Section B)
   • Revocation or Termination of Notice (Part 2)
   • Court and Administrative Proceedings (Part 3)

For estate returns:

1. Go to Input Return ⮕ Misc. Forms ⮕ Notice Concerning Fiduciary Relationship (56).
2. Select the box labeled Print with tax return.
3. Enter all applicable information in:
   • Identification (Part 1)
   • Authority (Section A)
   • Nature of Liability of Tax Notices (Section B)
   • Revocation or Termination of Notice (Part 2)
   • Court and Administrative Proceedings (Part 3)

For fiduciary returns:

1. Go to Input Return ⮕ Misc. Forms ⮕ Notice Concerning Fiduciary Rel. (56).
2. Select the box labeled Print wiht tax return.
3. Enter all applicable information in:
   • Identification (Part 1)
   • Authority (Section A)
   • Nature of Liability of Tax Notices (Section B)
   • Revocation or Termination of Notice (Part 2)
   • Court and Administrative Proceedings (Part 3)