Documents

(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