2009 Tax Practice Guides and Checklists

    2009 Tax Resources - Practice Guides and Checklists 

    Anticipated Section 7216 Guidance
    Compliance with the Regulations under Section 7216 of the Internal Revenue Code is an issue to be considered by all preparers and has an implication regarding our Tax Practice Guides and Checklists. To assist preparers, the AICPA has a developed a specific Section 7216 practice guide that includes specific examples of appropriate consent forms that can be presented to a client. This guidance is based on the regulations as issued on January 1, 2009.

    The AICPA is anticipating updated guidance from the IRS in the near future. However, until it has been published we recommend that you review the available Section 7216 disclosure forms. The AICPA will update this information when the updated guidance is published.

    One-Click Option to Download all 2009 Tax Practice Guides and Checklists (zip archive)

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    US Gift and Generation Skipping Transfer Tax Return Checklist - 2009

    Checklist This is the Generation-Skipping Transfer Tax form (MS Word) from the 2009 Practice Guides and Checklists
    Published on May 13, 2013

    Employee Benefit Plan Tax Return Resources for Form 5500

    Checklist This section includes the checklist for the employee benefit plans tax return (Form 5500).
    Published on May 13, 2013

    Checklists for Estate and Trust Fiduciary Income Tax Returns (1041)

    Checklist This section includes checklists for estate and trust fiduciary income tax returns (1041).
    Published on May 13, 2013

    Estate Tax Return Organizer 706 Checklist (PDF Fillable) - 2009

    Checklist This is the PDF Fillable Version of the Estate Tax Return Organizer (Form 706) in the Tax Organizers section of the 2009 Tax Practice Guides and Checklists.
    Published on May 13, 2013

    Employee Benefit Plan Return Report Checklist 2009 - Form 5500 (PDF Fillable)

    Checklist This is the Employee Benefits 5500 (PDF Fillable Version) Checklists in the Employee Benefit Plan Return Section from the 2009 Tax Practice Guides and Checklists.
    Published on May 13, 2013

    Fiduciary Tax Organizer Form 1041 - 2009

    Checklist This is the MS Word version of the Estate Tax Return Organizer Form 706 in the Tax Organizers section of the 2009 Tax Practice Guides and Checklists.
    Published on May 13, 2013

    Practice Management Forms - 2009

    Checklist This section includes practice management forms.
    Published on May 07, 2013

    Organizer for Tax Exempt Organizations Form (990) - 2009

    Checklist This is the Organizer for Tax Exempt Organizations Form for Organizations Exempt From Income Tax Checklist in the Tax Exemption Organization section of the 2009 Tax Practice Guides and Checklists.
    Published on May 07, 2013

    S Corporation Tax Return - 2009

    Checklist This section includes checklists for 2009 S corporation tax returns (Form 1120S).
    Published on May 07, 2013

    Return of Organization Exempt from Income Tax 990 Checklist - 2009 PDF

    Checklist This is the Form 990 Return of Organization Exempt From Income Tax Checklist in the Tax Exemption Organization section of the 2009 Tax Practice Guides and Checklists.
    Published on May 07, 2013

    State and Local Tax Practice Guides - 2009

    Checklist This section includes checklists for state and local tax returns.
    Published on May 07, 2013

    Return of Organization Exempt from Income Tax 990 Checklist - 2009 PDF

    Checklist This is the PDF version of  Form 990 Return of Organization Exempt From Income Tax Checklist in the Tax Exemption Organization section of the 2009 Tax Practice Guides and Checklists.
    Published on May 07, 2013

    Sample IRS Corporate Audit Format - 2009 PDF

    Checklist This is the Sample IRS Corporate Audit Format  from the 2009 Tax Practice Guides and Checklists.
    Published on May 07, 2013

    Short Version Partnership Return of Income Checklist 2009 - Form 1065

    Checklist This is the Partnership (Short version) Tax Organizers from the 2009 Tax Practice Guides and Checklists.
    Published on May 07, 2013

    Annual Return Report of Employee Benefit Plan Organizer - 2009

    Checklist 2009 Practice Guides and Checklists Organizer for Annual Return/Report of Employee Benefit Plan .
    Published on May 01, 2013

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