Tax preparation checklists
1) Individual checklists for Residents [Adobe Acrobat PDF - 401.73 KB]
a) Rental Property US and abroad
b) FBAR Spreadsheet
c) Gift tax Spreadsheet
d) Home office Usage checklist
e) Business vehicle usage checklist.
weekly record and Daily record
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 checklist
General checklist for corporations/Businesses
Payroll checklists
Employer agreement
1) Employer payroll agreement (click)
a)Addl. federal docs needed from employer ; i) Form8655; ii) Form 2848;
New Hire Employee payroll enrollment:
1) Form W4 (fill and sign)
2) I-9 (fill and sign)(also provide)
i)passport copy; ii)Drivers License ; iii) SSN Card copy
3) Direct deposit agreement
