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.
- To name more than three representatives, you must attach a manually prepared list of additional representatives and their respective identifying information.
Generating Form 2848 for an Individual return
- Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
- 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
- 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
- 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
- A second Form 2848 has to be created for the spouse, per the IRS.
- Click the Add button on the left-hand side of the screen (or click the + tab in ProConnect Tax) and then select POA 2.
- Check the box Duplicate for 2848/8821 for spouse. This will print the information from POA 1 onto POA 2.
Generating Form 2848 for a Partnership return
- Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
- 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
- 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
- Complete Representative #2, Representative #3, and Representative #4 (if applicable).
- Scroll down to the Tax Matters subsections.
- Enter the Type of tax.
- 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
Generating Form 2848 for a Corporate return
- Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
- 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
- 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
- Complete Representative #2, Representative #3, and Representative #4 (if applicable).
- Scroll down to the Tax Matters subsections.
- Enter the Type of tax.
- 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
Generating Form 2848 for an S Corporate return
- Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
- 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
- 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
- Complete Representative #2, Representative #3, and Representative #4 (if applicable).
- Scroll down to the Tax Matters subsections.
- Enter the Type of tax.
- 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
Generating Form 2848 for a Fiduciary return
- Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
- 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
- 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
- Complete Representative #2, Representative #3, and Representative #4 (if applicable).
- Scroll down to the Tax Matters subsections.
- Enter the Type of tax.
- 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
Generating Form 2848 for an Exempt Organization return
- Go to the screen Miscellaneous Forms and select Power of Att. (2848)/Tax Info Auth (8821) from the dropdown menu.
- 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
- 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
- Complete Representative #2, Representative #3, and Representative #4 (if applicable).
- Scroll down to the Tax Matters subsections.
- Enter the Type of tax.
- 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
