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tax client intake form template
our tax organizer will help you organize your tax information and make sure you don’t miss any important deductions. please download our engagement letter below, and submit a signed copy to us along with your tax documents and info: for those of you seeking a condensed version of the tax organizer form above, we also have the template below available for you, which may save you a bit of time. if you are looking for an excel template that can help you document your miles, we also offer the template below.
that info is helpful to you as a business owner, and comes in really handy for us in tax season when it is time to prepare your tax returns. feel free to download the simple template below to help you track your business income and expenses throughout the year, and submit it to us in tax season along with the rest of your tax documents and info: for those of you that own rental properties, this template can help you track your monthly rental income and related expenses. in order to do that, we ask that you submit to us the completed template below, and we can handle it from there!
we require all tax return preparation clients to submit a signed engagement letter to us, in order for us to get click here to open our tax return intake form you will need: • tax information such as forms w-2, 1099, 1098, 1095. • social security cards or itin letters for all persons on your tax return. • picture id (such tax forms and checklists. credo information 2018 tax client intake questionnaire 2018 personal 2018 rental property profit and loss template (excel)., tax client intake form template 2018, tax client intake form template 2018, 2018 tax preparation client intake form template, tax preparer client questionnaire, example tax client intake form
tax client intake form template format
for new clients, we have provided a few pdf forms that will make your tax preparation quicker and easier. please complete the following forms that are at the top of this page: once you have everything completed and ready, please contact our office at 480-926-0672 to get set up with our smartvault portal system so you can upload all of your documents there. smartvault is just as easy as using email, but it is significantly more secure than using email to get your documents to us. if you are already a client, please do not fill out the organizer above. you should have a custom client organizer in your smartvault portal vault here : smartvault portal. if you do not know how to access your smartvault vault, please contact our office and we will help you get your vault set up. however, please do fill out both the tax return drop off checklist and affordable care act information intake form, as this will help us accurately expedite the process of preparing your return.
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consent for disclosure pick up only if you are needing to have another party pick up your tax return for you, we will need you to fill this form out for us to keep with your records. individual taxpayer organizer – rental property this handout will help gather information for individual clients with rental real estate. schedule c due diligence if you are self-employed, please fill out this form and include it with your tax documentation to be able to complete your tax return. tax appointment checklist have an appointment and not sure what to bring? here is a list of what you could need to bring with you. for the earned income tax credit and child tax credit, the client is required to provide proof of your dependents living with you. here are templates the internal revenue service has provided for the layout of letters written by child care providers, healthcare providers, and/or schools.