Helps you collect data from clients easier and sooner.
Quickly communicate to your clients which tax documents and information you need from them to prepare their 1040 return. Using data from the prior year return, this highly customizable tool will create a personalized checklist for each of your clients. Then, modify based on life, work or financial changes. And, explanations tied to each item help make it very clear what you need. Once you complete it, simply print and mail, or email.
Just open a return and access Client Checklist from the Tools menu. Better yet, highlight multiple clients from Homebase and choose to Batch Print or Batch Email. You can choose to further customize or not.