Extension Reminder Letter for Individual Client Tax Return

To comply with tax deadlines, taxpayers must file a tax return or valid extension by the original due date. Customize and provide this letter to your individual clients to help them understand the tax return extension process. Also, use this to let them know what financial information you need from them (Forms W-2, tax payments, etc.) and when you need the information, so that you can timely file an extension on their behalf.