1 1

RTM Enterprises

Tax Preparer PDF Forms Toolkit

Tax Preparer PDF Forms Toolkit

$27.00 USD
$27.00 USD
Sale Sold out

Save time and energy with our ready to go, ready to brand taxpayer intake form packet.

What's Included

  • Client Data Sheet

  • Refund Selection

  • Due Diligence Questionnaire

  • Non-Standard Dependent Questionnaire

  • AOTC Questionnaire

  • Head of Household Questionnaire

  • Child Care Credit Questionnaire

  • Deductions Questionnaire

  • Schedule C Due Diligence Questionnaire

  • Bonus: Engagement Letter Template

How it Works

  1. When you purchase, you'll receive an instant download link with a link to open the template in Canva

  2. Make a copy of the template to ensure you do not lose your work.

  3. Change the colors, add your logo 

  4. Print or Upload to your favorite e-Sign Program  

This is an instant download. No physical items will be given.

View full details