2014 tax checklists that are part of the annual compliance kit
Published on January 23, 2015
Checklist for 2008 State Corporation Income Tax Return
The 2008 checklist for state corporation income tax returns provided by the Tax Practice Guides Task Force. The Word format allows you to easily modify the files to suit your needs
Published on April 30, 2013
Checklist to Determine if a Trust is a Valid S Corporation Shareholder
This AICPA practice aid contains a checklist, flowcharts, sample letters, an ESBT-S Portion calculation worksheet, and key primary materials related to the various trusts that can qualify as S corporation shareholders. The goal is to...
Published on October 02, 2014
Charitable Contribution Checklist
Checklist to assist in documenting charitable contributions
Published on October 08, 2014
Estate Planning Checklist for Parents
Checklist for Estate Planning for Parents, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee...
Published on April 26, 2013
Checklist 2015 Medicare Part D Enrollment
Use this handy checklist to be sure your clients’ retirement health care prescription plans are correct
Published on October 07, 2014
Checklist for Practice Sale
In order to assist you in putting together your sales plan, we have organized some of the concepts we covered in this material into a “Sale Checklist
Published on March 13, 2013
Checklist for Estate Planning, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and...
Published on October 26, 2005
2011 Governmental Audit Engagement Checklist
This checklist was developed for use by reviewers of audits of state and local governments that are subject to the accounting and financial reporting requirements of the Governmental Accounting Standards Board...
Published on April 05, 2013
2013 22010A Supplemental Checklist for Review of Banks and Savings Institutions Audit Engagements (For Financial Stateme...
The Supplemental Checklist for Review of Banks and Savings Institutions Audit Engagements (For Financial Statements With Periods Ending Before December 15, 2012) was developed for use by reviewers of banks and savings...
Published on December 18, 2012