Page 1
You must mark this form as either Business or Individual. If you select the Individual check box, you must enter either T for the taxpayer, S for the spouse, or J for a joint return. Information is then carried over from the Main Information Sheet.
Note: Form 2848 is not honored for purposes other than representation before the IRS.
Line 2
Only the first three representatives you list are entered on the Centralized Authorization File (CAF). All representatives must sign and date this form on page 2, Part II.
Line 4
Select the check box on this line if the power of attorney is for a specific use not recorded on CAF. You may duplicate this form by pressing Shift+F10.
Page 2
Complete all applicable information. See the IRS instructions for Form 2848 for more information.
This information applies to all years of the UltimateTax software.