Create a Power of Attorney Form
Written by Avery Simmons
Updated at February 3rd, 2022
In order to pull a transcript in Canopy, you will need to have already filled out a Power of Attorney form. This article will outline the steps you can take to fill out and download or print this form in Canopy.
In order to create a Power of Attorney form, you must first have created an engagement. For more information, refer to the Create an Engagement article. To get started, click Tasks on the global navigation bar.
Please note
For the 2848 PoA form to be visible in Canopy, you must be assigned the Tax Resolution module. For more information, please refer to our pricing page.
File your PoA forms:
After creating your PoA form in Canopy, you can follow the IRS instructions and file your PoA forms on their website by clicking here.
Roles/permissions:
- Roles: Any
- Permissions: Engagements
1. Choose Engagements from the slide-in menu.
2. Select an engagement.
3. In the left column, click Forms.
4. Click Federal.
5. Click Administrative.
6. Click the 2848 form.
7. Fill out the information in the fields provided on the screen.
- All changes are saved onto the form automatically.
- The 2848 form is separated into four sections: Taxpayer Information, Representative(s), Acts Authorized, Specific Use, Acts, and POAs.
- You can click through each section to fill out necessary information.
8. Click View Tax Form.
- This will give you a view of the tax form itself.
- Click the Save to files icon to save the form to a contact's folder, the Download icon to download the form to your computer or the Print icon to print this form.
File your PoA forms:
After creating your PoA form in Canopy, you can follow the IRS instructions and file your PoA forms on their website by clicking here.