Tax Annual Return Covering Letter

TAX ANNUAL RETURN COVERING LETTER

Date:

Recipient Name:

Taxpayer Information

Entity Type

Select applicable entity type(s): Individual / Sole Proprietor C Corp S Corp Partnership Trust / Estate LLC Other

Taxpayer Identification Number (TIN)

Provide either the Social Security Number (SSN) or Employer Identification Number (EIN). Enter only the TIN to be used for this return.

Indicate which TIN is provided: SSN EIN

Return Information and Enclosures

Return Type / Description:

If any schedules or reports are electronic or filed separately, please identify and state expected filing or delivery date:

Statements and Certifications

By signing below, the undersigned taxpayer or authorized representative certifies under penalties of perjury the following statements are true and correct:

1. The taxpayer identification number provided above is the correct taxpayer identification for the person or entity named in this letter.
2. The enclosed annual return and accompanying schedules and statements are complete and accurate to the best of the signer’s knowledge and belief and present all material information required by applicable law for the taxable year indicated.
3. The signer is authorized to execute this covering letter on behalf of the taxpayer and has the authority to deliver the enclosed returns and documents described herein.
4. The taxpayer acknowledges that the recipient may rely on this covering letter and the enclosed return and the taxpayer will promptly notify the recipient of any material changes or corrections that affect the enclosed return.
5. The signer understands that false statements or willful omission of material facts may subject the signer and the taxpayer to civil or criminal penalties under applicable law.

Third-Party Authorization (Optional)

I authorize the following individual or firm to discuss the enclosed return(s) and supporting documents with the recipient named above. This authorization is limited to the scope described below and remains in effect until revoked in writing.

Declaration

The taxpayer certifies that all federal, state, and local tax returns required for the tax year specified have been prepared and are included with this submission unless specifically identified as filed separately above. The taxpayer agrees to provide any additional information reasonably requested to support the enclosed return and to correct any errors discovered after submission.

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