Documents
Client Data
Contact information
for all clients, prospects and business associates
Personal Tax Preparation Resources
(1)
Letters to Clients for Individual Client Tax Preparation
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
2007 Tax Season
(2)
Tax
Return Engagement Contract
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
2007 Tax Season
(3)
Tax
Checklist for Preparing Personal Tax Returns
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(4)
Forms for Clients to Complete and Submit for Personal Tax
Return Preparation
(a)
General Data for Tax Preparation
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(b) Information
for Direct Deposit and/or Electronic Funds Withdrawal
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(c) Earned
Income Credit – Due Diligence
2011 Tax
Season
EIC Head of
Household
EIC Income
EIC
Qualifying Child
2010 Tax
Season
EIC Head of
Household
EIC Income
EIC Qualifying
Child
2009 Tax Season
EIC Head of
Household
EIC Income
EIC
Qualifying Child
2008
Tax Season
EIC Head of
Household
EIC
Income
EIC Qualifying Child
(d) Child
& Dependent Care
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(e) Profit
or Loss From Business
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(f) Auto Expense Worksheet
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(g) Expenses for Business Use of Your Home
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(h) Employee
Business Expenses
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(i)
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(j)
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(k) First
Time Home Buyer Credit
2011 Tax Season
2010 Tax Season
2009 Tax Season
(l) Energy
Credits
2011 Tax Season
2010 Tax Season
2009 Tax Season
(m) Casualty
and Theft Losses
2011 Tax Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(n) Rental
Real Estate & Royalties
2011 Tax Season
2010 Tax Season
(o) Installment
Sales
2011 Tax Season
2010 Tax Season
(p) Small
Employer Health Insurance Credit
2011 Tax Season
2010 Tax Season
Business Financials & Tax Preparation Resources
(1) Business Financials
and/or Tax Return Engagement Contract
2011 Tax
Season
2010 Tax Season
2009 Tax Season
2008 Tax Season
(2)
General
Data
2011 Tax Season
General Corporation
Partnership
S-Corp
Fiduciary
2010 Tax Season
General Corporation
Partnership
S-Corp
Fiduciary
(3)
Small Employer Health Insurance Credit
(1) 1099-MISC Tax Filing
2011 Tax Season
(2) Payroll Tax Filing
2012 Tax Season
Quarter
1
Quarter
2
Quarter
3
Quarter
4
2011 Tax Season
Quarter
1
Quarter
2
Quarter
3
Quarter
4
2010 Tax Season
Quarter
1
Quarter
2
Quarter
3
Quarter
4
2009 Tax Season
Quarter
1
Quarter
2
Quarter
3
Quarter
4
(3) Sales Tax Filing
2012 Tax
Season
Quarter 1
Quarter 2
Quarter
3
Quarter 4
2011 Tax Season
Quarter 1
Quarter 2
Quarter
3
Quarter 4
2010 Tax Season
Quarter 1
Quarter 2
Quarter
3
Quarter 4
2009 Tax Season
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Gift Tax Preparation Resources
Gift Tax Return Engagement Contract
2011
Tax Season
2010
Tax Season
2009
Tax Season
2008
Tax Season
Estate & Inheritance Tax Preparation
Resources
Estate
& Inheritance Tax Return Engagement Contract
2011 Tax
Season
2010 Tax
Season
2009 Tax Season
Miscellaneous
Documents
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