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Save time and energy with our ready to go, ready to brand taxpayer intake form packet.
What's Included
-Client Data Sheet
-Refund Selection
-Due Diligence Questionnaire
-Non-Standard Dependent Questionnaire
-AOTC Questionnaire
-Head of Household Questionnaire
-Child Care Credit Questionnaire
-Deductions Questionnaire
-Schedule C Due Diligence Questionnaire
-Bonus: Engagement Letter Template
How it Works
When you purchase, you'll receive an instant download link with instructions
Click the link on the instructions to open the template in Canva
Make a copy of the template to ensure you do not lose your work.
Change the colors, add your logo
Print or Upload to your favorite e-Sign Program
This is an instant download.
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