Documents

You can download the following from this page:

Tax Year 2011
ending 12/31/11		 Main Forms
Tax Forms for Individuals
(Form 1040, Sole Props)		 » 2011 – 1040 (INDIVIDUAL) Entire Blank Organizer
» 2011 – 1040 (INDIVIDUAL) Min. Required Pages – Blank Organizer
» Client Bio Sheet
» Medical Deduction List
» IRS Standard Deductions List» Tax Return Engagement Letter
(We MUST have this signed to begin your return.)
Tax Forms for Businesses
(Forms: 1065, 1120, 1120S)		 » 2011 – Business Organizer» IRS Standard Deductions List
» Client Bio Sheet
» Tax Return Engagement Letter
(We MUST have this signed to begin your return.)
Payroll » Payroll Setup Form
» AZ Forms
» Employee Payroll Setup Form
» Employee Direct Deposit Form
» Employee W4 Form
» Employee AZ A4 Form
» Employee I9 Form
» Employer ACH Authorization Form
» Employer AZ Power of Attorney Form
» Employer IRS Power of Attorney Form
» Contractor Forms
» Payroll Engagement Letter
Bookkeeping » Email Tina to get a Personalized Bookkeeping Engagement Letter – (Email Tina)
Entity Setup » Entity Engagement Letter
Payment Methods » Credit Card Authorization Form
» ACH Authorization Form

 

 

2010 » 2010 Personal Organizer
» 2010 Business Organizer
2009 » 2009 Personal Organizer
» 2009 Business Organizer
2008 » 2008 Personal Organizer
» 2008 Business Organizer