In Which Format Would You Like to Receive a Copy of Your Completed Tax Return?

Name of Business:
Person to Contact if we have questions
Phone / Email
Preferred Contact / ☐ / E-mail / ☐ / Phone / Best time to call:
Entity Type: / ☐ / Sole Proprietor / ☐ / C Corporation / ☐ / S Corporation
☐ / Partnership/LLC / ☐ / Tax Exempt Organization

In which format would you like to receive a copy of your completed tax return?

☐ / Electronic copy to client portal / ☐ / Bound paper copy mailed / ☐ / Bound paper copy picked up in Julian office

Submitone of the following sources of your financial records:

☐ / QuickBooks Accountants Review copy. / Version used (2015-2018)
Accountant’s Transfer Password (when emailed through Inuit)
User Name: / Password:
☐ / QuickBooks Online - Luers & Dyer has been granted accountant access. Please send all new invitations to
☐ / Copy of year-end profit and loss statement and balance sheetand supporting schedules for income and expenses
☐ / I need help with my accounting or I cannot provide one of the above sources of financial information, please contact me

Please answer the following questions regarding documentation of business deductions:

Yes / No / N/A
☐ / ☐ / ☐ / Do you have written documentation to support any business miles claimed?
(You must have written documentation of business miles driven, such as notations on a calendar or a mileage log, to deduct mileage or vehicle expenses)
☐ / ☐ / ☐ / Do you have receipts and written documentation for the business purpose associated with business travel, meals and entertainment?
☐ / ☐ / Are any personal expenses included in your accounting (especially travel and auto expenses)?

Pleaserefertoourletterregarding1099filingrequirementsandanswerthefollowingquestions:

Yes / No / N/A
☐ / ☐ / Didyoumakeanypaymentsin2017thatwouldrequireyoutofile Forms1099?
☐ / ☐ / ☐ / If“Yes,”didyouorwillyoufileallrequiredForms1099?

Other:

☐ / ☐ / ☐ / Pleaseindicatewhetheryouneedourassistancein preparinganybusiness propertytaxreturnssuchasform571L.Ifyes,pleasegiveusa copyofthe originaltaxformsentbythecountyassoonaspossible
☐ / ☐ / ☐ / Dowehavepermissiontoaccessyourtaxpaymentinformationfromthe FranchiseTaxBoardwebsiteifneeded? If yes, please complete form 743, sign and return to us.

The IRS requires tax preparers to review sufficient taxpayer records to determine that income and expenses are complete. Toaccuratelyprepareyourbusinessreturn,wewillneedthefollowingadditionaldocuments. Pleaseindicatetheitemsthatdonotapplytoyourbusiness:

Attached / N/A
☐ / ☐ / Listoffixedassetspurchasedduringtheyearincludingdate purchasedanddescriptionofassets.Includecopyofpurchase contractsforlargeequipment,vehicleorrealestatepurchases. Indicateif assetspurchasedareneworused
☐ / ☐ / Listoffixedassetssold,destroyedorotherwisedisposedofduring2017includingdateofdisposition,salesprice,orinsurance reimbursement,ifapplicable.Includereasonfordisposition(i.e. sale,obsolescence,etc.)andapplicablesalesorinsurancedocumentation
☐ / ☐ / Copies of closing statements and/or promissory notes for loans or real estate transactions initiated in 2017
☐ / ☐ / If you had payroll, copies of W3 and W2’s(N/Aif wepreparedformsforyou)
☐ / ☐ / Mileagerecordsincludingtotalnumberofmilesdrivenin2017andthenumberofbusinessmilesdrivenforeachbusinessvehicle
Vehicle Make/Model/Year / Date placed in service if new this year / Business Miles 2017 / Total Mile in 2017
☐ / ☐ / CopyofanytaxnoticesfromIRS,FranchiseTaxBoard, orothergovernmentagenciesreceivedbythecompany
☐ / ☐ / Listofanydistributionsmadetoshareholders,members,or partnersduringthefiscalyear
☐ / ☐ / Fornon‐profitcompanies,providealistofofficersandboard members,includingname,title,addressandapproximatenumber ofhoursdedicatedtotheorganizationperweek

If you would like us to review your accounting and make year-end adjustments, please provide the following additional information:

Attached / N/A
☐ / ☐ / Bankstatementsandbankreconciliationsfor12/31/17and1/31/18 (orthelaststatementinyourfiscalyearendandonemonthafter)
☐ / ☐ / Physicalinventory(atcost)onthelastdayofyouryear-endoras shortlythereafteraspossible
☐ / ☐ / Copyoflastcreditcardstatementforbusinesscreditcardsthat includechargesthrough12/31/17oryourfiscalyearend.
☐ / ☐ / Copyoflineofcreditorloanstatementsindicatingprincipal balanceatyearendandtotalinterestpaidduringtheyear
☐ / ☐ / For accrual based businesses only, documentation of prepaid expenses, such as: insurance documents stating total insurance premium and dates of coverage
☐ / ☐ / All2017salesand/orusetaxreturns.(N/Aifwepreparedformsforyou)
☐ / ☐ / Payrollreportsfor2017includingW3,W2’s,941’s,940,and DE9(forCA).(N/Aif wepreparedformsforyou) Whatpayrollsystemdoyouuse?(i.e.QuickBooks,Paychex,ADP, etc.)
☐ / ☐ / Copiesof1099’sor1098’sreceivedbyyourcompanyfor2017.Please includeany1099‐Ksreportingcredit,debitandotherelectronic merchantpaymentsreceived
☐ / ☐ / Bartertransactiondetails