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February 22, 2023
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Fill Client Signer of State Powers of Attorney from Partner / Shareholder Screen on Entity Returns?

Related products:Lacerte
  • February 22, 2023
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Apparently we have to key in the partner details for whoever is signing the state Powers of Attorney.... since all the details exist in the partner screens, can you add a check box at the top of the partner screens for the ones signing the POAs so we don't have to type the same info in for each state return - and have the system pull the necessary details???

This one is kind of a no-brainer.


Also... since we all know the POA's get filed separately, maybe have that as an acknowledgement someplace in the company set up file, rather than have it generate a diagnostic?

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