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Client Portal Site

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DOWNLOAD FORMS & REPORTS

Client Forms / Formularios de Cliente

►Engagement Letter - Trax Preparation

►Carta Compromiso – Preparación de Impuestos

►New Client Form – English

►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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