Taxpayer Check Tracker
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1Taxpayer Check Tracker
First Name: ___________________________________
First Name: ___________________________________
Last Name: ___________________________________
Last Name: ___________________________________
Primary SSN: __________ - ________ - _____________
Primary SSN: __________ - ________ - _____________
Tax Preparer: __________________________________
Tax Year: _____________________
This is a tracking form for ERO use only. Tax Refund Solutions does not need this form.
Use this form to assist in keeping track of checks given or mailed to taxpayers.
Date Mailed
Employee’s
Date Printed
Check Type
Check Amount
Check Number
Total ERO Fees
Mail or Pick Up
or Picked Up
Taxpayer’s Signature
Initials
Example:
Date Mailed
Employee’s
Date Printed
Check Type
Check Amount
Check Number
Total ERO Fees
Mail or Pick Up
or Picked Up
Taxpayer’s Signature
Initials
1-16-10
1021000
Picked Up
1/16/10
BH
RAL
$1,250.00
$450.00
John Q .Taxpayer
REV. 10/2009 ERU
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Parent category: Business