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    Tax Checklist REV 2

    Uploaded by

    Rocka Fella
    This checklist verifies that all necessary information and documentation is included to complete a client's tax return. It includes steps to check spelling, social security numbers, addresses, forms, worksheets, math, attachments, copies, assembly order and final checks before filing. The checklist is used to ensure all requirements are met and returns are accurate and complete.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Tax Checklist REV 2

    Uploaded by

    Rocka Fella
    144 views1 page
    This checklist verifies that all necessary information and documentation is included to complete a client's tax return. It includes steps to check spelling, social security numbers, addresses, forms, worksheets, math, attachments, copies, assembly order and final checks before filing. The checklist is used to ensure all requirements are met and returns are accurate and complete.

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    Tax Checklist REV 2

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    This checklist verifies that all necessary information and documentation is included to complete a client's tax return. It includes steps to check spelling, social security numbers, addresses, forms, worksheets, math, attachments, copies, assembly order and final checks before filing. The checklist is used to ensure all requirements are met and returns are accurate and complete.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    144 views1 page

    Tax Checklist REV 2

    Uploaded by

    Rocka Fella
    This checklist verifies that all necessary information and documentation is included to complete a client's tax return. It includes steps to check spelling, social security numbers, addresses, forms, worksheets, math, attachments, copies, assembly order and final checks before filing. The checklist is used to ensure all requirements are met and returns are accurate and complete.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    Client Name Year__________

    TAX RETURN CHECK LIST

    The Tax Return Completion and Assembly Check List:


    Verify spelling of all names (look at W-2's, they may have errors) ____ CYA LETTER IN FILE
    Verify the social security numbers or (FEIN & Corp. #:match with actual document from government)
    ___ Verify the address - see W-2s, Organizer, and updated client list
    Verify the filing status
    Check the Presidential Election Fund box Compare Federal Child Credit
    Check for Form 2441 amt on Form 1040, pg. 2, line 45 (Also Need Telephone #) -- See CA Child Tax Credit
    Accountant’s firm name & tax ID # on second page ___Ask – CA USE TAX?
    Add all W-2 wages, match with Federal 1040, line 7 (Use Form 4852 for 3 or more W-2's)
    Add all W-2 and 1099 FIT___ and SIT___ withheld, match with Federal 1040, Pg 2,
    Line 61 and CA State 540, pg 2, Line 38 (Review W2s for actual Soc.Sec.W/H) ___See SOC.SEC.EXCESS W/H
    1099's with w/h are attached
    Forms are in order
    All necessary work papers and notes are attached (no pencil copies) CHECK RETURNS FOR :
    1) Depreciation detail ___ STATE REFUNDS & CARRYFORWARDS
    2) Car expense worksheet
    3) NOL worksheet - Election made Partnership Return:
    4) W-2 worksheet ___ Verify K-1's Info. (ssn, name, etc)
    _ 5) Non-cash Contribution/Donation Worksheet
    Manual Forms - math check ___ Mark (Yes) on Preparer’s Authorization
    Each page has the taxpayers ss # on top Box. (Located on 2nd pg of Form 1040)
    Taxpayers current occupation is listed
    Verify dependents ***NOT EFILING***____NEED SIGNED 8948 (CA 8454)____KEEP IN FILE
    Any extensions filed?
    Extensions attached
    Cover Letter: ___ Balances matches with Return, ___Dates matches
    Copying (please specify how many copies for what)
    IRS return Original to IRS,#1 State, #2 Client, #3 File, #4 , #5 E-FILE FORM 8879
    State return Original to State, #1 Client, #2 File, #3 , #4 No Government filing/Keep in file for (3)Years
    Cover letter
    ES Forms Original Set is Our file copy,
    W-2/1099-R’s#1 IRS, #2 State, #3 Client, #4 File, #5 ,#6 1# Client copies
    1099's (with w/h) #1 IRS, #2 State, #3 Client, #4 File, #5 ,#6
    K-1's (with w/h)#1 IRS, #2 State, #3 Client, #4 File, #5 ,#6
    Other#1 IRS, #2 State, #3 Client, #4 File, #5 ,#6
    Assembly
    State return requires a copy of IRS return Yes No ******READY FOR EFILING******
    FEDERAL - T_______ ACCEPTED __________
    W-2's are attached (stapled) where indicated STATE - T_______ ACCEPTED ____________

    Fold up pages needed to show signature line IRS State


    Highlight the signature line for clients
    Assembly Order (Need Signed Form 8453 or 8879 )___
    Separate by year (if necessary) w/ Attachments:
    Invoice on top Date Mailed to IRS:___________
    Cover letter
    IRS return
    State return
    Worksheets and notes
    Final Check
    Accountant’s signature
    Balance paid
    PMT DUE UPON PICK-UP OR BEFORE MAILING / BALANCE $_________________

    Assembled by: , on ____________________________


    Mail: mailed OR emailed_______________ OR Pick-up: picked-up______________________
    Rcvd. Pmt by: Ck; ck# PayPal/CC______Cash; Amt.$ Remaining balance:$ ____________________

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