New Client Sheet - Individual - Associates In Accounting Cpa Page 2
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1
2Individual Client Services/Fees
To be filled in by Accountant
Engagement / Fee Estimates
Engagement/Project
Fee
Engagement/Project
Fee
INDIVIDUAL CLIENT
SCHEDULE C BUSINESS
TAX SERVICES
TAX SERVICES
1040 (Individual)
KY 725 (Disregarded Entity)
1040 Amend
KY 62A500 (Property Tax)
1040 Ministers
Louisville OL-3
1040 Past
1040 Priority
PAYROLL TAX
1040 Re-Do
Annual Payroll Tax
1041 (Fiduciary – Estate)
Active Quarterly Payroll Tax
1041 (Fiduciary – Trust)
Zero Quarterly Payroll Tax
1041 Past
3Z4A Quarterly Payroll Tax
709 (Gift Taxes)
Annual W-2
Annual 1099/1096
CONSULT
K-1 Monthly Payroll Tax (Kentucky)
Consult
WH-1 Monthly Payroll Tax
Correspondence
Local Monthly Payroll Tax
941 Monthly Payroll Tax
TAX PLANNING
Tax Estimate
SALES TAX
Sales Tax Annual
Sales Tax Quarterly
Sales Tax Monthly
Originator _________________
Partner
__________________
Client ID _________________
Manager
__________________
Accountant who met with client
_______________________________
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Administrative Checklist (initial and date each line)
Set up in Practice
_____________
Thank you Note
__________________
Set up Projects
_____________
Services Agreement Package
__________________
Set up in Drake
_____________
Set up Project Envelope
__________________
Set up in Doc Mgr
_____________
Set up in Constant Contact
__________________
Interaction Sheets in Doc Mgr
_________
Scan new client sheet into Doc Mgr
__________________
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Parent category: Business