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Generating Form 2848 Power of Attorney (POA) in Lacerte

by Intuit•4• 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 Lacerte.

  • To name more than three representatives, you must attach a manually prepared list of additional representatives and their respective identifying information.
  1. Go to Screen 65.2, Power of Att. (2848)/Tax Info Auth (8821).
  2. Enter a 1 in the field Print with complete return: 1=Form 2848, 2=Form 8821. 
  3. Complete the Representative #1 subsection:
    • Name
    • Street address
    • City, state, ZIP
    • CAF number
    • PTIN [O]
    • Telephone number
    • FAX number
    • Designation (Ctrl+T)
    • Licensing jurisdiction (state) or other licensing authority
    • Bar, license, certification, registration or enrollment number
    • Check any applicable boxes.
  4. Complete the Representative #2, Representative #3, and Representative #4 subsections, 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 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.
  1. Go to Screen 46, Power of Att. (2848)/Tax Info Auth (8821).
  2. Enter a 1 in the field Print with complete return: 1=Form 2848, 2=Form 8821. 
  3. Complete the Representative #1 subsection:
    • 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 other applicable boxes.
  4. Complete the Representative #2, Representative #3, and Representative #4 subsections, 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 Screen 60, Power of Att. (2848)/Tax Info Auth (8821).
  2. Enter a 1 in the field Print with complete return: 1=Form 2848, 2=Form 8821. 
  3. Complete the Representative #1 subsection:
    • 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 other applicable boxes.
  4. Complete Representative #2, Representative #3, and Representative #4 subsections, 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 Screen 54, Power of Att. (2848)/Tax Info Auth (8821).
  2. Enter a 1 in the field Print with complete return: 1=Form 2848, 2=Form 8821.
  3. Complete the Representative #1 subsection:
    • 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 other applicable boxes.
  4. Complete Representative #2, Representative #3, and Representative #4 subsections, 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 Screen 63, Power of Att. (2848)/Tax Info Auth (8821).
  2. Enter a 1 in the field Print with complete return: 1=Form 2848, 2=Form 8821.
  3. Complete the Representative #1 subsection:
    • 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 other applicable boxes.
  4. Complete Representative #2, Representative #3, and Representative #4 subsections, 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 Screen 75, Power of Att. (2848)/Tax Info Auth (8821).
  2. Enter a 1 in the field Print with complete return: 1=Form 2848, 2=Form 8821.
  3. Complete the Representative #1 subsection:
    • 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 other applicable boxes.
  4. Complete Representative #2, Representative #3, and Representative #4 subsections, 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
Lacerte Tax

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