This function allows you to gain access to your clients past tax years provided you have a signed Power of Attorney form REV-677 from your client.
Step 1: From the left navigation menu select "Add POA for Previous Tax Year".
Step 2: Select the appropriate account from your Client List.
Step 3: Click on the Continue button.
Step 4: Select the appropriate tax year from the dropdown box.
Step 5: Enter the tax liability taken from Line 12 of the PA-40 Tax Return for the appropriate tax year.
Step 6: Indicate that you have a Power of Attorney Power of Attorney Form (REV-677) for the appropriate tax year signed by your client by checking the check box in the Power of Attorney check box.
Step 7: Click on the Submit button.