Just log in and grab what you need,
when you need them.
Schedule C Planner
Profit Sheet
Sample Proposals
Prep Pricing Guide
ACH Authorization Form
Same Day IRS Payment
Key Tax Numbers
Business Tax Guide
Past Due Letters
EITC Acceptance Chart
Bank Enrollment Forms
Quality Review Process
Season Readiness Checklist
Customer Workflows
Application Docs
Offset Checks
Onboarding Checklist
Past Compliance Checklist
Standard Operating Procedures
Privacy Policy
Dis-engagement Letter
QuickBooks Engagement Letter
Tax Engagement Letter
Power of Attorney
Comfort Letters
1040 Client Intake
Returning Client Intake
Notice of Extension Letter
Refund Notice
Summary of Information
WISP Template
Explanation of Forms
Proposal Starter
Price Setting
Blank Credit Card Authorization
Collection Letters
IRS Key Phone Numbers
IRS Same Day Pay Protocol
K-1 Codes for 1041, 1065, and 1120
Net Operating Loss Allocation
Sale of Home Worksheet
Release of Liability
Identity Theft Affidavit
Referral Request Template
Reconciliation Data Collection