Annual Tax Compliance Kit

Initiate a contract between you and your client for an amended tax return engagement.

Initiate a contract between you and your client for an audit representation engagement.

Initiate a contract between you and your client for a C corporation income tax return engagement (Form 1120).

Initiate a contract between you and your client for an employee benefit plan return engagement (Form 5500).

Clearly define the conclusion of each engagement using this template. This letter can be an important tool in the event of a professional liability claim.

Initiate a contract between you and your client for an estate and inheritance tax return engagement (Forms 706 and 8971).

Initiate a contract between you and your client for an estate and trust tax return (Form 1041).

Initiate a contract between you and your client for an exempt organization tax return engagement (Form 990).

Initiate a contract between you and your client for a gift tax return engagement (Form 709).

Initiate a contract between you and your client for a 2020 individual income tax return engagement (Form 1040).

Initiate a contract between you and your client for a partnership tax return engagement (Form 1065).

Initiate a contract between you and your client for a private foundation tax return engagement (Form 990-PF).

Initiate a contract between you and your client for an FBAR engagement (FinCEN Report 114).

Initiate a contract between you and your client for a 2020 S corporation income tax return engagement (Form 1120-S).

Address the administrative and legal elements of an engagement such as policies and limitations; include it with your engagement letters, where applicable.

Initiate a contract between you and your client for a tax consulting engagement.

Initiate a contract between you and your client for a tax projections engagement.

Provide an organizer to your client to help them gather information you need to prepare a 2021 corporate income tax return (Form 1120 or Form 1120-S).

Provide an organizer to your client to help them gather information you need to prepare a 2021 employee benefit plan return/report (Form 5500).

Provide an organizer to your clients to help them gather information you need to prepare a 2021 estate and trust tax return (Form 1041).

Provide an organizer to your clients to help them gather information you need to prepare a 2021 estate and generation-skipping transfer (GST) return (Form 706).

Provide an organizer to your client to help them gather information you need to prepare a 2021 exempt organization tax return (Form 990).

Provide an organizer to your clients to help them gather information you need to prepare a 2021 foreign national tax return (Form 1040-NR and related returns).

Provide an organizer to your client to help them gather information you need to prepare a 2021 gift tax return (Form 709).

Provide an organizer to your client to help them gather information you need to prepare a 2021 individual income tax return (Form 1040).

Provide an organizer to your client to help them gather information you need to prepare a 2021 partnership tax return (Form 1065).

Access a comprehensive checklist for complex 2021 C corporation returns or new clients that addresses an extensive list of tax planning and compliance topics.

Access a moderately complex checklist for less complicated 2021 C corporation tax returns that addresses a condensed list of tax planning and compliance topics.

Access an abbreviated checklist for simpler 2021 C corporation tax returns that addresses a condensed list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 employee benefit plans that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for complex 2021 estate and trust tax returns or new clients that addresses an extensive list of tax planning and compliance topics.

Access a moderately complex checklist for less-complicated 2021 estate and trust returns that addresses a condensed list of tax planning and compliance topics.

Access an abbreviated checklist for simpler 2021 estate and trust tax returns that addresses a condensed list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 estate tax returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 exempt organization business tax returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 exempt organization tax returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 exempt organization (short form) tax returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 foreign national returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 gift tax returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for complex 2021 individual tax returns or new clients that addresses an extensive list of tax planning and compliance topics.

Access a moderately complex checklist for less complicated 2021 individual tax returns that addresses a condensed list of tax planning and compliance topics.

Access an abbreviated checklist for simpler 2021 individual tax returns that addresses a condensed list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 paid preparer due diligence requirements associated with Sec. 6695(q) and its regulations.

Access a comprehensive checklist for complex 2021 partnership/LLC returns or new clients; it addresses an extensive list of tax planning and compliance topics.

Access a moderately complex checklist for less complicated 2021 partnership/LLC returns; it addresses a condensed list of tax planning and compliance topics.

Access an abbreviated checklist for simpler 2021 partnership/LLC tax returns that addresses a condensed list of tax planning and compliance topics.

Access a comprehensive checklist for 2021 private foundation tax returns that addresses an extensive list of tax planning and compliance topics.

Access a comprehensive checklist for complex 2021 S corporation returns or new clients that addresses an extensive list of tax planning and compliance topics.

Access a moderately complex checklist for less complicated 2021 S corporation tax returns that addresses a condensed list of tax planning and compliance topics.

Access an abbreviated checklist for simpler 2021 S corporation tax returns that addresses a condensed list of tax planning and compliance topics.

Access a comprehensive checklist about 2021 state tax nexus considerations involving income, franchise, sales and use taxes.

Help your business client effectively file their first-year return and make sure classifications and elections are appropriately selected and filed.

Follow this diagram to learn about the various filing alternatives available to foreign nationals in their first year of residency in the United States.

Learn about state tax nexus including the many types of nexus (affiliate, economic, click-through, cookie, etc.), the physical presence standard and more.

This guide includes information about employer policies regarding the use of company vehicles. It contains sample polices and calculation worksheets.

Understand and implement tax practice quality control measures related to leadership, ethics, client relationships, human resources, performance and monitoring.

Download this zip file for access to the 2021 Annual Tax Compliance Kit’s engagement letters, organizers, checklists and practice guides.

Download this zip file for access to the 2020 Annual Tax Compliance Kit’s engagement letters, organizers, checklists and practice guides.

Download this zip file for access to the 2019 Annual Tax Compliance Kit’s engagement letters, organizers, checklists and practice guides.

Download this zip file for access to the 2018 Annual Tax Compliance Kit's engagement letters, organizers, checklists and practice guides.