Tax Bookkeeping Form

TAX BOOKKEEPING FORM

Please complete this form to authorize and instruct bookkeeping services for the tax year indicated. Provide complete and accurate information and attach supporting records as requested below.

Client Name:

Tax Year

Tax Year Begin:    Tax Year End:

Entity Type and Tax Identification

Check applicable entity type:

Individual / Sole Proprietor
C Corporation
S Corporation
Partnership
Trust / Estate
LLC   If LLC classification (e.g., disregarded entity, S corp, C corp):
Other   Describe:

Accounting Method

Cash    Accrual    Other   

Scope of Bookkeeping Services

Services requested (check all that apply):

Monthly bookkeeping and reconciliations
Bank reconciliations
Accounts payable management
Accounts receivable and invoicing
Payroll processing and payroll tax reporting
Sales/use tax reporting
Preparation of internal financial statements
Other   

Records and Documents Provided

The client will provide (check all that will be provided) and retain original source documents:

Bank statements
Receipts and expense documentation
Sales invoices
Payroll reports
1099 forms and contractor records
Loan and lease statements
Credit card statements
Other   

Payroll and Employee Information

Estimated Taxes and Payments

Deductions and Special Items

Indicate applicable deduction categories and provide supporting records:

Home office
Vehicle mileage and automobile expenses
Travel and lodging
Meals and entertainment
Supplies and materials
Depreciation / fixed asset additions
Other   

Third-Party Access

I authorize the bookkeeping provider to communicate with third-party vendors, financial institutions, payroll providers, and tax preparers for the purpose of completing bookkeeping and tax reporting.

Fees, Billing and Payment

Client Representations, Confidentiality and Indemnity

The client represents and warrants that all information and documentation provided to the bookkeeping provider are true, complete, and accurate to the best of the client's knowledge. The client agrees to retain original source documents and to provide access to records upon request. The bookkeeping provider will maintain confidentiality of client information except as required by law, professional standards, or with client authorization.

The client agrees to indemnify and hold the bookkeeping provider harmless from any claims, liabilities, penalties, or expenses arising from incomplete or inaccurate client-supplied information, late delivery of records, or client noncompliance with tax filing obligations. The provider's liability for errors in bookkeeping will be limited to fees paid for the specific service in which the error occurred, except for willful misconduct or gross negligence.

Certification and Acknowledgment

By signing below, the taxpayer certifies under penalty of perjury the following:

1. All information provided on this form and all attached documentation are true, correct, and complete to the best of the taxpayer's knowledge and belief.

2. The taxpayer is responsible for the accuracy of source records and for timely filing of tax returns and payment of tax liabilities; bookkeeping services do not relieve the taxpayer of such responsibilities.

3. The taxpayer authorizes the bookkeeping provider to obtain information from financial institutions and third-party service providers as necessary to complete bookkeeping and tax reporting tasks when written authorization is provided.

4. The taxpayer agrees to notify the bookkeeping provider promptly of any changes in business structure, ownership, or material changes to operations affecting tax reporting.

I certify that I have read, understand, and agree to the terms and conditions contained in this Tax Bookkeeping Form and that I am authorized to provide the information and authorizations set forth herein.

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