ProConnect HelpIntuit HelpIntuit

Individual California Power of Attorney (Form 3520) and Tax Information Authorization (3534) in ProConnect Tax

SOLVEDby IntuitUpdated May 03, 2023

Generate the California Power of Attorney (Form 3520)

  1. From the Input Return tab, go to Miscellaneous Forms Power of Att. (2848)/Info Auth (8821).
  2. Click on the CA tab.
  3. Check the box labeled Print Form 3520-PIT with complete return.
  4. Fill out the representative information and any other applicable information on this screen.

Generate the California Tax Information Authorization (Form 3534)

  1. From the Input Return tab, go to Miscellaneous Forms Power of Att. (2848)/Info Auth (8821).
  2. Click on the CA tab.
  3. Check the box labeled Print Form 3534 with complete return.
  4. Fill out the representative information and any other applicable information on this screen.
 

ProConnect doesn't print Business Entity Identification numbers, such as the California Corporation number, the Secretary of State number, and Federal Employer Identification Number on the Form 3520 in an Individual return. Likewise, Social Security Numbers don't print in a Business return (1065, 1120, 1120S).

Was this helpful?

You must sign in to vote, reply, or post
ProConnect Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

Dynamic AdsDynamic Ads