(1) Client Data Form
ALL clients to complete this Contact Information document:

• Client Data

(2) Personal Client Resources
Documents for Personal Professional Services:

• Letter to Clients for Individual Tax Preparation
• Tax Checklist for Preparing Personal Tax Returns
• Engagement Contract for Personal Professional Services
• Personal Data
• Dependents
• Direct Deposit & Electronic Funds Withdrawal Information
• Health Insurance Coverage
• Due Diligence – HOH (Head of Household Filing Status)
• Due Diligence – CTC/ACTC/ODC (Child, Add’t & Oth Dependent Tax Credits)
• Due Diligence – AOTC (American Opp Tax Credit) Education
• Due Diligence – EITC (Earned Inc Tax Cred) Head of Household
• Due Diligence – EITC (Earned Inc Tax Cred) Income
• Due Diligence – EITC (Earned Inc Tax Cred) Qualifying Child
• Mortgage Interest Supplemental Info
• Child & Dependent Care
• Profit or Loss Form Business
• Small Employer Health Insurance Credit
• Auto Expense Worksheet
• Expense for Business Use Of Your Home

(3) Business Client Resources
Documents for Business Professional Services:

• Letter to Clients for Business Client Tax Preparation
• Engagement Contract for Business Professional Services
• Corporation – General Data
• Corporation – Income
• Corporation – Deductions
• S-Corp – General Data
• S-Corp – Income
• S-Corp – Deductions
• Partnership – General Data
• Partnership – Income
• Partnership – Deductions
• Sole Proprietor – Income & Deductions
• Small Employer Health Insurance Credit
• Request to File a Tax Return Extension
• Direct Deposit & Electronic Funds Withdrawal Information
• Issuing 1099-MISC Forms for Business Enterprise
• IRS Form W-9
• Payroll Tax Filing
• Sales Tax Filing

(4) Gift Tax Preparation Resources
Documents for the preparation of Gift Tax returns:

• Engagement Contract

(5) Trust, Estate & Inheritance Resources
Documents for Trust, Estate & Inheritance Financial Services:

• Letter to Clients for Fiduciary Tax Preparation
• Engagement Contracts for Professional Services
• Fiduciary – General Data
• Fiduciary – Income & Deductions

(6) Nonprofit Client Resources
Documents for Nonprofit Professional Services:

• Letter to Clients for Nonprofit Form Preparation
• Engagement Letter Contract for Nonprofit Professional Services
• Organizer
• Request to File a Tax Return Extension
• Issuing 1099-MISC Forms for Nonprofit Organization
• IRS Form W-9

(7) Other Documents
Miscellaneous JPT Financial Solutions documents:

• Statement of Privacy