Records Checklists
New records checklists for 2024 returns have now been uploaded to Forms. One constant challenge when preparing personal returns is getting all of the information you need up front. Delays in completing returns breeds inefficiency, increases the time you spend on the job and ultimately affects cashflow. There are two versions of these checklists.
A short one page version is a checklist that the client can use to either get ready for their meeting with you or to be reminded of the information you need if there will be no meeting. Send this checklist to your clients before the job commences to ensure that there are no missing records.
The longer six page version is a fillable form that will allow the client to record all relevant information and send it to you without the need for a formal meeting. Be selective about which clients receive this longer version.
Interview Notes
This form will serve as a checklist of the items to be considered when you prepare a personal return face to face. One important use of this form is to ask the client to complete the “income” section of the form, with a Yes or No answer, while they wait in reception for your meeting. This will remind them of income they may have received and importantly be confirmation of their instructions to you about their income for the preparation of their return.
All forms are available for download from our site as either a Microsoft Word document, to allow you to edit the form to suit the particular needs of your practice, or as a PDF document.
Forms