DOWNLOAD FORMS & REPORTS
Client Forms / Formularios de Cliente
►Engagement Letter - Trax Preparation
►Carta Compromiso – Preparación de Impuestos
►Nuevo Cliente Formulario – Español
Tax Preparation Checklists
►Items Needed to Prepare Taxes – English
►Documentos Necesarios Para Preparar Impuestos – Español
Refund & Payment Authorization
►Direct Deposit Authorization – English
►Autorización de Depósito Directo – Español
►Credit Card Authorization Form
►E-Check Payment Authorization Form
Expense Reports
►Business Expense Report
►Single Rental Property Expense Report
►Multiple Rental Property Expense Report
►Military Expense Report
►S-Corp Expense Report
►Partnership / 1065 Expense Report
Helpful Resources
►Keep Tax Records Guide
►LLC Formation Checklist
►How to Scan Documents with Your iPhone
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