Tax Preparer Toolkit

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Save time and energy with our ready to go, ready to brand taxpayer intake form packet. What's Included -Client Data Sheet-Refund Selection-Due Diligence Questionnaire-Non-Standard Dependent Questionnaire-AOTC Questionnaire-Head of Household Questionnaire-Child Care Credit Questionnaire-Deductions Questionnaire-Schedule C Due Diligence Questionnaire-Bonus: Engagement Letter Template How it Works When you purchase, you'll receive an instant download link with instructions Click the link on the instructions to open the template in CanvaMake a copy of the template to ensure you do not lose your work.Change the colors, add your logo Print or Upload to your favorite e-Sign Program This is an instant download. Show more