Released January of each year

Features:

• Audit correspondence
• Client correspondence
• Client relations
• Cover letters/filing instructions
• Government correspondence
• Elections
• Tax and Financial Planning
• Informational handouts
• Create custom letters
• Client imported from client database into documents
• Firm and preparer data imported into documents
• Imports clients and preparers from other CFS programs and other major tax preparation programs
• Mail merge capability
• Return elections/attachments
• FTC client privacy policy letters
• Includes new circular 230 disclaimers and letter

Cover Letters and Instructions:

• 571 Cover Letter
• Amended Individual Return/Owe
• Amended Individual Return/Refund
• Annual Filing/California Form DE 7
• Annual/Form 940
• Annual/Forms 1096/1099
• Annual/Forms W-3/W-2
• Annual/Quarterly: Sales, Payroll and Information Return Filing Instructions
• Change of Address: Form 8822 Cover Letter
• Client Organizer Cover Letter #1
• Client Organizer Cover Letter #2
• Client Organizer Cover Letter #3
• Disclaimer: Corporate Financial Statement (6 mo)
• Disclaimer: Corporate Financial Statement (Any Date)
• Disclaimer: Individual's Financial Statement
• Disclaimer: Partnership Financial Statement
• Estimates: Reminder to Pay
• Estimates: Individual Estimated Vouchers
• Extensions: Individual Extensions
• Extension: Unable to file Client Extension
• Fax Cover Sheet
• Federal/State Tax Planner Cover Letter
• Individual Return #1
• Individual Return #2-Balance Due
• Individual Return #3
• Individual Return/Filing Late/Balance Due
• Individual Return/With Estimates
• Installment Agreement Filing Instructions: Form 9465
• Organizer: Tax Return Client Questionnaire
• Quarterly Filing/California Form DE 6
• Quarterly/Form 941
• Tax Season: Call for Your Appointment
• W-4 Cover Letter #1
• W-4 Cover Letter #2

Client Correspondence:

• Appointment: Scheduling a Client's Tax Appointment
• Appointment: Tax Appointment Notice
• Bank Reconciliation: Statement Regarding Bank Reconciliation
• Collection Agency Notice
• Conflict of Interest-Representation
• Conflict of Interest-Tax Preparation
• Consent to Disclose Client Information
• CP2000 Follow-Up (Agree)
• CP2000 Follow-Up (Disagree)
• Engagement Letter for Administrative Hearings and Practice
• Engagement Letter for Audits: Hourly Rate Plus Expenses
• Engagement Letter for Business
• Engagement Letter for Electronically Filed Returns
• Engagement Letter for Entity Selection Consultation
• Engagement Letter for Tax Prep Current/Future Years
• Extension: 2nd Extension Requires Client Reason for Extension
• Extension: Corporate - Still Missing Tax Information Reminder
• Extension: Corporate - 6-Month Taxpayer Signed Extension
• Extension: Filing a Second Extension
• Extension: Partnerships & Trusts - Still Missing Tax Information Reminder
• Financial Statements-Need Client Information
• Firm Firing Client Due Diligence Letter
• FTC Client Privacy Policy, Non-Disclosure (Gramm-Leach-Bliley Act of 1999)
• FTC Client Privacy Policy, Partial Disclosure (Gramm-Leach-Bliley Act of 1999)
• Head of Household Review of Notice
• Independent Contractor Reporting Requirements: CA DE-542
• Invoice: Client Custom Invoice
• Invoice/Fees: Raising Client Fees
• Invoice: General Fee Statement
• Invoice: Reminder to Pay #1: Did You Overlook Our 1st Invoice?
• Invoice: Reminder to Pay #2: Friendly Reminder of Balance Due
• Invoice: Reminder to Pay #3: Another Friendly Reminder of Outstanding Balance
• Invoice: Reminder to Pay #4: Deliquent Account Reminder
• Invoice: Reminder to Pay, Returned check
• Invoice: Reminder to Pay: Please Send in Payment
• Invoice: Reminder to Pay: Upon Payment, Return Will be Mailed
• Memo
• Power of Attorney: Notice of Resignation to Client
• Privileged Communications Notice
• Record Retention Guidelines
• Request for Additional Information
• Request for Consent to Disclose
• Request for Information Authorization
• Residence Sale-Need Client Information
• Response to IRS Notice
• Sorry But We Cannot Be Your Accountant
• Waiting on Information

Client Relations:

• After Tax Season Follow-Up
• Client in the News
• Holiday Thank You
• Introducing a New Preparer
• New Baby
• New Business Venture
• New Home Congratulations - I Would Like to be Your Preparer #1
• New Home Congratulations - I Would Like to be Your Preparer #2
• New Home Congratulations - I Would Like to be Your Preparer #3
• Notice of Preparer's Retirement
• Thank You for Referral
• Welcome New Client
• Welcome to New City

Government Correspondence:

• Alimony Questionnaire
• Alimony Questionnaire - 11/28/2000
• Amended State Return Cover Letter
• Cancellation of Debt and Purchase Money Loans (1099-C/1099-A)
• Cancellation of Debt/Short Sale/Deficiency Judgment (1099-C)
• CP2000/1099MISC
• CP2000/Corrected W-2
• CP2000/Employee Business Expenses
• CP2000/Home Mortgage Interest
• CP2000/Nominee Interest
• CP2000/Nominee Interest to Child
• CP2000/Paying Taxes and Interest/Abate Penalties
• CP2000/Request to Abate Penalties Without Paying Penalty
• CP2000/Request to Abate Penalties/Estimated Tax
• CP2000/Request to Abate Penalties/Payroll Tax
• CP2000/Unreported Wages
• CP2000/W-2 with Incorrect SSN
• CP2501/Question of Ownership
• CP504 Notice/Filing Multiple Years
• Demand to File/Nonresident Military
• Estimates: Notification Misapplied Estimates
• Estimates: Notify Client/Misapplied Estimates
• Filing Multiple Years
• Head of Household Letter to Government
• IRA Disallowed
• Missing Payroll Deposit
• Offer-in-Compromise Cover Letter
• Payroll Deposit-No Coupon
• Power of Attorney: Notice of Resignation to Government
• Proposed Change/Incorrect SSN
• Request to Abate Penalties on IRA Rollover

Audit Correspondence:

• Audit Conclusion/Balance Due
• Audit Conclusion/No Change
• Audit Conclusion/Refund
• Confirmation/Audit Services Inquiry
• Engagement Letter for Audits: Hourly Rate
• Power of Attorney: Client to Sign and Return
• Power of Attorney: Notice to Client/Rescind POA Because of Lack of Cooperation
• Power of Attorney: Notice to IRS/Rescind POA
• Reply/Audit Services Inquiry
• Request for Appeal
• Request for Appeal 2
• Request for Audit Status
• Request for Information
• Request for Information: Second Request
• Request from IRS for Additional Information

Elections:

• Section 43(e): Enhanced Oil Recovery Credit
• Section 59(e): Amortize Certain Research & Experimental Expenses
• Section 72(b): Annuity/Recompute Separate Exclusion Ratios
• Section 77(a):Commodity Credit Corp Loans
• Section 83(b): Compensation/Restricted Property
• Section 86(e): Lump Sum Social Security Payments
• Section 108(b)(5): Basis Adjustment/Debt Discharge Income
• Section 126(c): Forgo Cost Sharing Payment Income
• Section 163(h): Mortgage Interest as Regular Interest
• Section 163(h)(3): Mortgage Interest Deduction-Reconciliation
• Section 165(i): Casualty Loss Throwback
• Section 166: Non-Business Bad Debt
• Section 168(b)(2)(b)(5): Depreciation/Adopt AMT
• Section 168(b)(5): Depreciation/Elect Straight Line
• Section 168(f)(1): Depreciation/Exclude from MACRS
• Section 168(g)(7): Depreciation/Elect ADS
• Section 169: Amortize Pollution Control Facilities
• Section 170(a)(2): Contributions/Elect Prior Year
• Section 171(c): Amortize Bond Premiums
• Section 172(b)(3): NOL Carryback/Corporation
• Section 172(b)(3): NOL Carryback/Individual
• Section 173(a): Capitalize Circulation Expenditures
• Section 195(d): Amortize Start-Up Expenses
• Section 213(c): Estates/Medical Expenses Prior Year
• Section 248: Amortize Organizational Expenses/Corporations
• Section 263(c): Deduct Intangible Drilling Costs
• Section 266: Capitalizing Deductible Costs
• Section 307(b): Stock Rights/Basis
• Section 311: Deemed Sale and Repurchase Election for Capital Gains
• Section 338(b)(3): Gain Recognition Election
• Section 402(e)4(b): Securities/Unrealized Appreciation
• Section 441(f): Adopt 52-53 Week Taxable Year
• Section 442: Change in Accounting Period
• Section 454: U.S. Savings Bond Interest Reporting (Rev 89-46)
• Section 469(c)7(a): Real Estate Professional
• Section 642(c)(1): Contributions Paid in Prior Year
• Section 642(g): Waiver of Right to Deduct Administration Expense on Form 706
• Section 643(e)(3): Estates/Trusts Recognition of Gain
• Section 645: Election by Revocable Trust to Be Treated as Part of Estate
• Section 663(b): Distribution Made in Prior Year
• Section 709(b)(1): Amortize Organizational Expenses/Partnership
• Section 734(b): Basis Adjustment Attachment for Partnership
• Section 743(b): Basis Adjustment Attachment for Partner
• Section 754: Basis Adjustment- Partnership Assets
• Section 761(a): S Corporation/Exclude from
• Section 1012: Mutual Fund Basis
• Section 1033(a)(2): Involuntary Conversion/Defer Gain
• Section 1034(i): Involuntary Conversion/Personal Residence
• Section 1045:Election to Defer Gain on Qualified Small Business Stock
• Section 1059(c)(4): FMV Stock/Dividends
• Section 1253(d)(3)(b): Amortize Intangibles
• Section 1362(d): S Corporation Election/Revoke
• Section 1362(d): Shareholder's Consent to Revocation
• Section 1362(e)(3): S Corporation Allocate Termination Year
• Section 1362(e)(3): S Corporation/Shareholder's Consent to Short Year
• Section 1368(e)(3): Distribute Earnings First
• Section 1377(a)(2): Shareholder's Attachment to Consent to Terminate Year
• Section 1377(a)(2): Terminate Year
• Section 1398(d)(2): Terminate Year Due to Bankruptcy
• Section 2204(a): Executor's Request to Discharge Liability
• Section 6013(f): Joint Return/Spouse MIA
• Section 6013(g): Joint Return/Non Resident Alien Spouse
• Section 6905: Discharge of Income and Gift Tax Liabilities
• Section Annuity/Separate Exclusion Ratios (Reg. 1.72-6(d))

Tax & Financial Planning:

• 401(k) Loans and Leaving Current Job
• Accountable vs. Nonaccountable Plans
• Adoption Credit: Qualified Adoption Expense Tax Credit
• Cafeteria Plans - Benefits of Participation
• Change of Beneficiary Instructions
• Change of Broker/Dealer/Registered Rep
• Charitable Contributions and 501(c)3s
• Client Considering Buying a Home
• Comparison of Sole Proprietorships, Partnerships, LLCs, S and C Corp when Starting a New Business
• Converting Your Business to an S Corporation
• Decedent: Inventory of Property
• Deductions: Non-Cash Charitable Contributions
• Dependents: Claiming a Student as a Dependent
• Disclosure Authorization and Customer Agreement for Financial Planners
• Donating a Vehicle to Charity
• Employee Business Expenses and Reimbursement Plans
• Employer Provided Vehicles
• Financial Planning: Adding Financial Planning Services
• Financial Planning: Offer to Review Financial Plan
• Foreclosure and Debt Forgiveness
• Foreclosure - Forgiveness of Debt When the Lender Overbids
• Hope Scholarship Credit
• Incentive Stock Options (ISOs)
• IRAs: Active Participation and Spouses
• IRAs: Distributions Before Age 59 1/2
• IRAs: Education IRA Contributions for Kids
• IRAs: Getting into a Roth as an Investment Strategy to Purchase a First Home
• IRAs: Inherited IRAs for Non Spouses
• IRAs: Inherited IRAs for Spouses
• IRAs: IRAs and Collectibles
• IRAs: Over Age 70 1/2 Minimum Distribution Requirements
• IRAs: Paying the Tax on Roth When a Spouse Dies Before the 4-Year Conversion Tax is Paid
• IRAs: Qualified Education Distribution Exclusion
• IRAs: Reducing AGI Strategies to Facilitate a Contribution to a Roth IRA
• IRAs: Roth Tax-Free Distributions Before 5 Years
• IRAs: Savings Incentive Match Plans (SIMPLEs)
• IRAs: Understanding the Tax-Free Roth IRAs
• Kiddie Tax - Do Not Include on Taxpayer's Return
• Kiddie Tax - Include on Taxpayer's Return
• Leased Vehicles and Using Standard Mileage Rate
• Lifetime Learning Credit
• Marriage Penalty & Getting Married
• Mortgage Loans: Home Equity Line of Credit
• Mortgages: Applying for a Loan
• Mortgages: Deductible Mortgage Interest on Refinanced Loan Rules
• Mortgages: Refinancing Mortgage Loans & Points
• MSAs: Medical Savings Accounts
• Mutual Funds: Record Keeping
• Office In Home Guidelines and Rules
• Planner Adding Financial Services
• Planner with Associated Financial Advisor Adding Financial Services
• QDROs: Retirement Plans & Divorce
• QSTPs: Qualified State Tuition Programs
• Residence Sales: $500,000 Exclusion & Rental Property
• S Corp: S Corporation Eligibility Requirements Changes
• S Corp: Reelecting S Corporation Status
• S Corp: S Corporation Guidelines for Clients
• Section 179 Deduction Tax Planning Strategy
• Step Up in Basis: Joint Tenancy and Community Property
• Student Loans: Deductible Interest
• Tax Law Changes
• Viatical Payments and Insurance
• When Are Lawsuit Settlements Taxable?
• Year End Planning Strategies