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Robert M. Carto, EA, Columbia, MD
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Tax Corresponder ™
Time Saving Tax Correspondence Templates
Purchase Options
Tax Corresponder
$49.00
Tax Corresponder Renewal
$39.00
Tax Corresponder plus Network Upgrade
$99.00
Tax Corresponder Renewal plus Network Upgrade
$89.00
Tax Corresponder Network Upgrade Only
$50.00
Screenshots
Terms & Conditions
Features
Cover Letters
Clients
Government & Audit
Elections
Tax & Financial
Released in 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
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System Requirements
OS: Windows 10, Windows 8.1, Windows 7, Windows Vista, Windows XP, Windows Server 2016, Windows Server 2012, Windows Server 2008, Windows Server 2003
Processor and RAM appropriate for the operating system
Minimum 100MB hard drive space
Windows printer and a CD-ROM drive