How to populate Attorney / CPA / EA information on POA and other forms?

Josh Hooper

March 10, 2012 01:42

First you need to create a user by going to the user page under User Management. And click new user.
Make sure you enter all information necessarily like: Address, phone, phone number, and fax number.
Go to the EA/Attorney License # tab and enter CAF number, State License # or Designation Letter.
Go to the role tab check the box next to "Attorney / CPA / EA" role.
Note that if this person is not going to use irsLogics change the status to Inactive. Otherwise you are going to get charge for the active user.
Now open any case and go to the form tab.
Select form 2848.
Under representatives/rep1 select the user you just created.
Click on the PDF icon to generate the PDF file.

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