Toolkit Downloads

Checklists, guides, and summaries for all your ACA tax needs.

 

For Your Individual Clients

INDIVIDUAL ACA CLIENT GUIDE

In this guide, you'll find specific information around how the ACA impacts your clients, client forms needed, and documentation necessary to complete a tax return. Access the PDF File...

ACA CLIENT SUMMARY

For tax professionals. A summary of exemptions, penalties and tax credits that may be applicable to clients based on their situation. Access the PDF File...

INDIVIDUAL ACA CLIENT CHECKLIST

This checklist is designed to be used by your clients to help summarize any exemptions and insurance coverage for their household. Access the PDF File...

For Your Small Business Clients

BUSINESS PROVISIONS SUMMARY

For your small business clients. New requirements and regulations for small businesses under the ACA are detailed here for easy reference. Access the PDF File...