Forms

Client organizer & questionnaire

This information is used to assist in preparing 1040 client tax returns.

Engagement Letter for 1040 Returns

Client engagement letter

CAT tax quarterly/ annual letter

Information to assist in filing Ohio Commercial Activity Tax filings

Unclaimed funds letter

Information to assist in filing Ohio unclaimed funds reports

1099 filing letter

Information to assist in filing annual transmittals

Year end payroll letter

Information to assist in filing annual payroll reports

Charitable contribution guides (Goodwill)

Guideline for charitable contributions- Goodwill

Charitable contribution guides (Salvation Army)

Guideline for charitable contributions - Salvation Army

EBP Audit Govt Comp Questionnaire

Employee Benefit Plan questionnaire

EBP Client Questionnaire

Employee Benefit Plan questionnaire

Journal entry template (excel base)

Excel based worksheet used for month end or year end adjusting journal entries.

W-9 form

IRS document used to obtain information for 1099 recipients.

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