2012 YEAR-END BUSINESS TAX RETURN PREPARATION
The following are important documents related to your corporation or partnership tax return.
> 2012 Year-End Business Issues Guide (pdf)
Describes various issues you need to be concerned about for year-end such as closing your books, payroll reporting, record keeping and potential payroll tax credits.
> Tax Return Engagement Package for 2012 – Form 1120-S (pdf)
This is for S-corporations filing Form 1120-S and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.
> Tax Return Engagement Package for 2012 – Form 1120 (pdf)
This is for C-corporations filing Form 1120 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.
> Tax Return Engagement Package for 2012 – Form 1065 (pdf)
This is for partnerships filing Form 1065 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.
> Employer Provided Vehicle Worksheet for 2012 (pdf)
This is a document to provide us the details required by the IRS on any company owned vehicles your business owns and operates.
> Fringe Benefit Questionnaire for 2012 (pdf)
If we are preparing year-end W-2s for you, we need this form to document information that must be reported on your W-2s.
> 2011 Small Business Health Care Credit Worksheet (Excel)
> Form 1099 Worksheet
Clients should use this form to submit information needed to prepare your Forms 1099 for your vendors to whom you paid more than $600.
YEAR-END INDIVIDUAL INCOME TAX PREPARATION
> Questionnaire for 2012 Individual Income Tax Return
Detailed questionnaire to help us capture potential tax deductions and credits, and to prepare an accurate tax return.
> Engagement Letter for Preparation of Your 2012 Individual Income Tax Return
This engagement letter is required to be signed before we can begin work on your tax return.
> Record Keeping for Individuals
OTHER:
> Form 1099 Reporting Requirement Guide for 2011
Summary of Form 1099 reporting requirements for business owners
> Record Retention Guide
Lists which records to keep and the length of time to keep them
