Return to Tax Industry News
 

Post Date:  12/3/2014
Last Updated:  12/3/2014

Summary
The 2014 Client Tax Organizers and Engagement Letter is now available for current TheTaxBook customers. Use TheTaxBook Client Tax Organizers to help clients organize information needed to complete their tax return.

2014 Organizers and Engagement Letter:
2014 Individual Taxpayer Organizer
2014 Individual Taxpayer Organizer – Sole Proprietorship
2014 Individual Taxpayer Organizer – Rental Property
2014 Engagement Letter
2014 S Corporation Tax Organizer
2014 C Corporation Tax Organizer
2014 LLC Tax Organizer
2014 Partnership Tax Organizer

Click here to access all of the 2014 Client Tax Organizers and Engagement Letter. A current password is required. You can find your 2014 tax year password on your order confirmation email or the inside front cover of your book.

New for 2014
  • TheTaxBook Organizer is now the Individual Taxpayer Organizer.
  • The Individual Taxpayer Organizer has been split into 3 organizers making it easy to print and distribute only the pages that are relevant to your client.
    • 2014 Individual Taxpayer Organizer
    • 2014 Individual Taxpayer Organizer – Sole Proprietorship
    • 2014 Individual Taxpayer Organizer – Rental Property
  • In addition to the Individual Taxpayer Organizer, this year all of the organizers are now a fillable document. Clients can type in information, select drop-down boxes for easy entry, select check boxes for quick answers, and save the document.