2021 Tax Season Resources
Personal Client Resources
Documents for Personal Professional Services:
- Letter to Clients for Individual Tax Preparation
- Tax Checklist for Preparing Personal Tax Returns
- Personal Data
- Dependents
- Foreign Account Filing (Including FBAR)
- Health Insurance Coverage
- Advance Child Tax Credit Payment Details
- Due Diligence – HOH (Head of Household Filing Status)
- Due Diligence – CTC/ACTC/ODC (Child, Add’l & 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
- Unemployment Compensation
- Recovery Rebate Details
- Cash Charitable Contributions
- Non-Cash Charitable Contributions
- Mortgage Interest Supplemental Info
- Child & Dependent Care
- Sole Proprietor Profit & Loss
- Small Employer Health Insurance Credit
- Auto Expense Worksheet
- Expense for Business Use Of Your Home
- Employee Business Expenses
- Sale of Capital Assets (Stocks, Bonds, etc.)
- Sale of Home
- Energy Credits
- Casualty and Theft Losses
- Rental Real Estate & Royalties
- Installment Sales
- Household Employment Taxes
Business Client Resources
Documents for Business Professional Services:
- Letter to Clients for Business Income Tax Return Preparation
- Corporation – General Data
- Corporation – Income
- Corporation – Deductions
- Corporation – Questions
- S-Corp – General Data
- S-Corp – Income
- S-Corp – Deductions
- S-Corp – Questions
- Partnership – General Data
- Partnership – Income
- Partnership – Deductions
- Partnership – Questions
- Sole Proprietor
- Small Employer Health Insurance Credit
Gift Tax Resources
Documents for Gift Tax Preparation Services:
Trust, Estate & Inheritance Resources
Documents for Trust, Estate & Inheritance Financial Services:
- Letter to Clients for Fiduciary Tax Return Preparation
- Fiduciary General Information
- Fiduciary General Income & Deductions
- Form 1041 Questions
- Submit copy of IRS Notice where Trust/Estate EIN was created (if previously completed)
- Submit all 1099 forms received by the Trust or Estate
- Beneficiary Details (Form 1041 K-1 and/or Inheritance Return)
- Estate Financials (Form 706 and/or State Estate/Inheritance Return)
- Submit copy of Decedent Death Certificate (for Estates only)
- Submit copy of Decedent Will (for Estates only)
- Submit copy of Probate Letter from Court / Letters Testamentary (for Estates only)
Nonprofit Client Resources
Documents for Nonprofit Professional Services:
- Letter to Clients for Nonprofit Return Preparation
- Organizer for Nonprofit Organizations
- Additional Form 990 Questions
- User Supplied Financial Statements
- List of Officers, Directors, Trustees, Employees & Contractors
- Public Charity Status & Public Support
- Schedule of Contributors
- Small Employer Health Insurance Credit