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Level 2
September 6, 2023
Discussion ongoing

power of attorney

Related products:ProConnect
  • September 6, 2023
  • 2 replies
  • 9 views

Have the power of attorney forms automatically pull from the preparer # selected.

 

Add CPA and EA License number input to preparer information screen (for the POA).

This topic has been closed for replies.

2 replies

September 25, 2023

Thanks for the idea to add CPA and EA license number to preparer information screen and have the power of attorney forms automatically pull from the preparer number. We are changing the status to "Open for voting" since it is no longer considered "New". 

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> ProConnect Idea Exchange

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Level 6
September 25, 2023

Uhhh...  page65.2/PoA already works like this, if you go to the pulldown (in Interactive) and select from your list of preparers, OR if you go to the correct input code (1, 21, 41, I believe they are) in Batch.

EXCEPT for Preparer #4, which I believe DOES work in Interactive, and continues NOT to work in Batch (you must input each code individually).  At this point I have lost track of what year I started raising it as an issue, but the Ctrl+L(email module) inside of Lacerte still worked for conversing with them.



Robert