Tax Filing Instructions

TAX FILING INSTRUCTIONS

Taxpayer Identification

Taxpayer Name:

Business / DBA Name (if applicable):

Tax Year(s) Covered:

Entity Type

Select entity type (check all that apply):

Individual / Sole Proprietor

C Corporation

S Corporation

Partnership

Trust / Estate

LLC

Other:

Taxpayer Identification Number (TIN)

Provide either Social Security Number or Employer Identification Number (EIN) as applicable.

Social Security Number (SSN):

Filing Preferences and Authorizations

I authorize electronic filing of returns prepared pursuant to these instructions.

File paper return if electronic filing is rejected.

Make estimated tax payments on my behalf according to the schedule below.

Attachments and Source Documents

Check all documents included with these instructions:

W-2 wage statements

1099 series (1099-MISC, 1099-NEC, 1099-INT, etc.)

Schedule C / Profit or Loss from Business

Schedule K-1

Other supporting documents

Estimated Payments Schedule (if applicable)

Payment 1 Amount: Due Date:

Payment 2 Amount: Due Date:

Payment 3 Amount: Due Date:

Payment 4 Amount: Due Date:

Certification and Authorization

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

1. I have examined the information provided in these instructions and the accompanying documentation and, to the best of my knowledge and belief, it is true, correct and complete.
2. I authorize the preparer identified herein to prepare, assemble and file federal and state tax returns and to execute any required electronic filing authorizations on my behalf for the tax year(s) specified above.
3. I acknowledge responsibility for the timely payment of all taxes, penalties and interest and for providing complete and accurate information required for proper filing; I will notify the preparer promptly of any changes to the information provided.
4. I understand that the preparer may disclose information contained in these instructions and the tax return to third parties as necessary to prepare, file and process the return, and to respond to administrative inquiries, but only as permitted by law and professional standards.
5. I certify under penalties of perjury that the Social Security Number or Employer Identification Number supplied on this form is correct and that I am authorized to sign this certification on behalf of the taxpayer identified above.

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