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    Client Termination Checklist as of 03/14/13

    Checklist Client Termination Checklist as of 03/14/13, recommended to be used in conjunction with the Sample Client Termination Letter
    Published on April 01, 2013

    Carryforward Schedule

    Checklist This is the carryforward schedule which is part of the engagement letter checklist package
    Published on December 27, 2012

    1120S Tax Checklist

    Checklist An AICPA Tax Section tax return checklist that assists tax preparers prepare tax returns for S Corporations
    Published on February 07, 2013

    CORPORATION TAX ORGANIZERS (1120)

    Checklist This is the Corporation (Short and Expanded versions) Tax Organizers from the 2012 Tax Practice Guides and Checklists
    Published on December 27, 2012

    Tax Exempt Organization 990 Checklist - 2012

    Checklist This is the 990 Tax Exempt Organization - Expanded Version in the Tax Organizers section of the 2012 Tax Practice Guides and Checklists
    Published on February 12, 2013

    Individual Income Tax Checklist- Mini (PDF)

    Checklist This is the PDF Version of the Form 1040 (Mini) Indivdual Income Tax Checklist in the Individual Income Tax Checklist section of the 2012 Tax Practice Guides and Checklists
    Published on February 28, 2013

    990EZ Organization Exempt Income Tax Checklist (PDF Fillable) 2012

    Checklist This is the PDF Fillable Version of the Form 990EZ Organization Exempt from Income Tax Checklist in the Tax Exemption Organization section of the 2012 Tax Practice Guides and Checklists
    Published on January 16, 2013

    Estate & Trust Tax Return 1041 Checklist, Long Version (PDF Fillable) - 2008

    Checklist This is the PDF Fillable Version of the Form 1041 (Long Version) Estate & Trust Income Tax Checklist in the Estate & Trust Tax Return section of the 2008 Tax Practice Guides and Checklists
    Published on August 13, 2012

    Estate & Trust Tax Return 1041 Checklist, Long Version (PDF Fillable) - 2011

    Checklist This is the PDF Fillable Version of the Form 1041 (Long Version) Estate & Trust Income Tax Checklist in the Estate & Trust Tax Return section of the 2011 Tax Practice Guides and Checklists
    Published on July 13, 2012

    Generation Skipping Transfer Tax Checklist

    Checklist This is the PDF Version of the Generation Skipping Transfer Tax Checklist in the US Gift Tax Return section of the 2013 Tax Price Guides and Checklists
    Published on November 19, 2013

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