Tax return checklist for clients

Offer valid for tax preparation fees for new clients only. See all full list on efile. Before you begin to prepare your income tax return , go through the following checklist.

Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents , and check items off as you add them to the folder. Personal information. Below is a Checklist of information we will require from you in order to attend to the preparation of your Individual Income Tax Return. Inform clients both in the client engagement letter and cover letter sent with the tax organizer that returns will be filed electronically, and that clients will be required to review and approve.

When do you need to prepare tax return? Can I use the H R Block online tax program? For returning clients , make sure to review the “ Returning Clients Checklist” and bring all the required information and documents. What is pre tax return checklist? If your checklist calls for another one of the forms below, be certain to bring all the required information and documents the other forms call for.

Referring client will receive a $gift card for each valid new client referre limit two. Gift card will be mailed approximately two weeks after referred client has had his or her taxes prepared in an HR Block or Block Advisors office and paid for that tax preparation. Tax Preparation Checklists.

Tax season offers plenty of challenges especially when it comes to gathering up all that documentation that needs to be handy while working on your tax return. A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return. The below templates are provided in fillable PDF and in Word (for Word versions, see the zip file). You can also add your company logo following these how-to steps. No Matter How Complicated Your U. Proof of bank account routing and account numbers for direct deposit such as a blank check.

If you’d rather do something – anything – other than filing your taxes, remember that the sooner you file, the sooner you’ll get your refund. To make the e-filing process quicker, gather your forms and documents before you begin. If the client is in the capital gains tax bracket, discuss realizing gains to use up that tax bracket.

Reviewing your tax returns with us is not required. It is only offered as benefit to you if you have concerns or questions. Create client folders, set up in computer system.

PERSONAL INCOME TAX RETURN CHECKLIST SECTIONS: A. Distributions For retirement, social security , and Medicare, 6 6 and 70½ are important ages—so consider timing and different strategies for these distributions. Information – All Clients Must Provide B. Any notices and correspondence you received from the IRS, state or local tax authority. If you are a new client, I will need to make a copy of your social security car and driver’s license.

New clients who want you to prepare their individual tax returns need a checklist that requests a copy of their previous year’s tax return. The checklist also includes a request for W-and. Your corporation can file its tax return as a Calendar year taxpayer, a 12-month period beginning January and ending December 3 or a Fiscal year taxpayer, any 12-month period ending on the last day of the month except December. S corporations are calendar year taxpayers. This enables us to include all sources of income in your tax return ready for filing with HMRC.

Moore Accountancy clients who require a Self-Assessment Tax Return should complete the attached Self-Assessment Checklist with any supporting documentation. Tax Return Checklist Whenever we are requesting tax return information from a new client we issue a simple page document which covers most types of income and expenses. Access IRS Tax Forms.

Complete, Edit or Print Tax Forms Instantly.