Due Diligence For Form 8867 - Byrd Accounting Page 2
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2Schedule C or Self Employed Filer
Today Future
Today Future
No Schedule C
Bank Statements
Business license
Other (specify) ________________
Reconstruction of income
____________________________
and expenses
____________________________
Taxpayer summary of income
Did not rely on any documents
Forms 1099
Did not rely on any documents,
Records of expenses provided
but made notes in file.
by taxpayer
Taxpayer summary of
Expenses
Taxpayer
Taxpayer Name: _____________________________________
Last 4 SSN: _____________
Dependents Names: ____________________________
______________________________
____________________________
______________________________
By signing this form you agree with questions answered above and on Form 8867. A copy of the
Form 8867 will be provided to you with the tax return.
________________________
_________________________________________
Date
Signature
BA6
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Parent category: Financial