Broker Check

Worksheets


(POSTED 1/6/2021)

2020 ENGAGEMENT STATEMENT

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(POSTED 1/6/2021)

2020 CONSENT TO USE

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(POSTED 1/6/2021)

2020 CLIENT DATA SHEET

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(POSTED 1/6/2021)

2020 CHECKLIST

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(POSTED 1/6/2021)

2020 TAX ORGANIZER

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(POSTED 1/6/2021)

2020 ITEMIZED DEDUCTIONS WORKSHEET

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(POSTED 1/6/2021)

2020 CHILD AND DEPENDENT CARE EXPENSE

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(POSTED 1/6/2021)

2020 BUSINESS USE OF PERSONAL VEHICLE

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(POSTED 1/6/2021)

2020 RENTAL INCOME AND EXPENSES

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(POSTED 1/6/2021)

2020 BUSINESS INCOME AND EXPENSES

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(POSTED 1/6/2021)

2020 FARM INCOME AND EXPENSES WORKSHEET

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(POSTED 1/6/2021)

2020 OFFICE IN HOME WORKSHEET

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(POSTED 1/6/2021)

FORM 8332 RELEASE OF CHILD EXEMPTION

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(POSTED 1/6/2021)

2020 RENT CERTIFICATE

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(POSTED 1/6/2021)

CONSENT TO RELEASE TAX INFORMATION

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(POSTED 1/6/2021)

CLIENT EXPECTATIONS