Taxes

TS15 COVER SHEET FOR

HOLD / PAID / COD RETURNS

PRIMARY CLIENT LAST NAME

PRIMARY CLIENT FIRST NAME

INSTRUCTIONS: Fill in general information * Check boxes as appropriate * Check the box for HOLD, PAID or COD Return * Fill out the form for the Return Type, adding

checkmarks where applicable * Complete Folder Contents section, noting everything in the folder * Attach the coversheet to the return packet

GENERAL OFFICE INFORMATION

CLIENT INFORMATION

Office Name / Number: ___________________________ / #__________

Year of Paid Return (if applicable): _____________________

Date when return was prepared: ______________________

Name of Preparer: ___________________________________

Preparer Day Time Phone Number: _______________________________

PRIMARY SSN:

____________________________________

PRIMARY DOB:

____________________________________

PHONE NUMBER:

____________________________________

SPOUSE NAME:

____________________________________

FORMS

HOLD RETURN

PAID RETURN

REASON FOR HOLD

____ Taxpayer / Spouse Signature on Tax Return

____ Waiting for Information

____ Other:

INFORMATION NEEDED:

____ W-2 / 1099

____ Interest Income

____ Day Care Expense / Provider ID

____ K1

____ Other

____ Mortgage Interest

____ Property Taxes

____ Personal Property Tax

____ SSN for _________________

____ Birth Date for ____________

____ Amended Return

____ Sign & Mail Return

____ Client Copies

____ Second Look

COD RETURN

Fees Due: _____________

Refund: _____

Bal Due: _____

CHECK ONE

Notes:

Federal: $ ___________

State: $ ___________

Local: $ ___________

____ Needs Signature:

FOLDER CONTENTS

INFORMATION IN FOLDER

Verified by __________________________

____ W-2

Original? Y

N

____ 1099

Original? Y

N

____ Mortgage Interest

____ Interest Income

____ Property Taxes

____ Day Care Expense / Provider ID

____ Personal Property Tax

____ K1

____ Other (list all)

CONTENTS OF...