Updated POA 2848 Form (January 2018)


Just noticed the IRS updated the POA form 2848 in January. Of note, a new box to check for your client to authorize you to access IRS records via an Intermediate Service Provider (i.e. Canopy). You may want to start marking that box on every POA or you may not be able to use Canopy.



I have used both Pitbull Tax Software and Canopy Tax. Interestingly enough, Pitbull Tax Software has required this disclosure be made to the client at the beginning of each enagagement for at least four years now!