Tax preparation checklists
1) Individual checklists for Residents
2) Individual checklists for Students/Non-Residents aliens
Non-Resident alien tax payers are those who file 1040NR return due to either because of their visa status (F,M,Q) or because of their no. of days of stay in United states( Less than 183 days in United states)
People who are on part year Resident and Part year Non-resident status may require to file Dual status returns/Statements. In that situation, for the check list purpose please consider yourself as Non-resident aliens.
3) Business/Corporation tax preparation checklists
a) General checklist for corporations/Businesses
b) Home office Usage checklist
c) Business vehicle usage checklist.
weekly record and Daily record
Payroll checklists
Employer agreement
1) Employer payroll agreement
New Hire Employee payroll enrollment:
1) Employee payroll direct deposit agreement
2) Employment eligibility form I-9 (required for employee)
