Why you need a Tax Preparer Checklist Template for Clients

A Tax Preparer Checklist for clients helps you to list out all the information and documents you need from your clients to enable the preparation of their taxes. This includes your client’s name, social security number or tax payer number, dependent information, 1099s etc.

As your client base grows and you hire more hands, you’ll need a standardized, efficient, and fast way of receiving tax information from clients. This is where our tax preparer checklist for clients comes in handy.

Our tax preparer checklist template for clients was carefully created to include all the necessary information and documents your clients need to provide for you prepare their taxes. You can also customize it to fit your firm’s needs and share it with your team members.

How our Tax Preparer Template for Clients will help your firm

Our tax preparer template for clients will help your firm:

Accurately prepare clients taxes without skipping any important steps:

You may be an expert at preparing your clients taxes but you probably can’t say the same for all your employees. With our tax preparer checklist template for clients that includes step by step instructions, every member of your team will be able to accurately request for client information and documments skipping any important steps or making costly mistakes.

Manage heavy workload without skipping a beat during tax season:

Tax seasons are extremely busy, coupled with pressure from both upcoming IRS deadlines and clients, using our checklist template will help you and every member of your team receive information from clients precisely.

Standardize and streamline processes across your firm:

Because everyone works differently, you may find that members of your team have different ways of completing work (with varying degrees of accuracy). Having a standardized way of completing processes through a checklist will save you from the headache that comes with inconsistent work. 

Deliver excellent work that drives client satisfaction and referrals:

Our checklist template was carefully created to help you and your firm accurately prepare taxes for clients. And when the taxes you prepare helps your clients save money, avoid penalties or get refunds from the IRS, they’ll eagerly refer their friends to your firm.

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A Comprehensive Tax Preparer Checklist for Clients

What you’ll find in our Tax Preparer Checklist Template for Clients

In our fully editable and customizable Tax Preparer Template for clients, you’ll find:

  • Personal & Contact Information
  • Dependent Information
  • Income sources
  • Deductions and credits
  • Other relevant documents

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Tax Preparer Checklist Template

To use our Tax Preparer Checklist Template, simply:

  • Download the template
  • Or use the client tasks feature in Financial Cents

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

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