Software > Box 6 > Tax Prep Summary Worksheet
Template: ZAP_b6_TaxPrepSummaryWorksheet
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TECHNICAL DETAILS Approximate # of Active Worksheets: 4+ Approximate. # of silent worksheets: 0 Array Formulas: 0 Internal / Bound Script Project used? No External / Unbound Script Project used? No |
DESCRIPTION
This worksheet or something comparable is critical for organizing your information in a manner that makes sense for you to pass on to your Tax Preparer (CPA or Tax Prep person). Many of these folks send out questionnaires to help you gather the information but those are organized in ways that are convenient for them not necessarily for you or for easily crosschecking their work. They can easily pull all the information they need from a well created packet designed by you.
Number your supporting documents and reference those numbers on the worksheet. Save your documents with comparable numbering so everything is easy to reference. Then email your work to your tax preparer.
Number your supporting documents and reference those numbers on the worksheet. Save your documents with comparable numbering so everything is easy to reference. Then email your work to your tax preparer.
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