2014 Tax Documents

Please follow the instructions below to complete the Tax Engagement Letter and Client Questionnaire, and to provide all supporting documentation that we’ll need in order to complete your 2014 tax return.

This year, you have multiple options for submitting your engagement letter and questionnaire to our office. You will be able to fill out these forms either online or by hand. Links for the online forms are included with the instructions below. If you’d like to fill out the forms manually, you can print them from this page or from within your client portal.

We recommend that you do not complete this process until you have all of your tax documents in hand.

You may go to any section you need using these links.

Tax Engagement Letter - Online Version Instructions
Tax Engagement Letter - Paper Version Instructions

Client Questionnaire - Online Version Instructions
Client Questionnaire - Paper Version Instructions

Instructions for Supplementary Documents

Instructions for Client Tax Documents

Tax Engagement Letter – Online Version

Read, sign, and date the Tax Engagement Letter. The taxpayer and spouse (if applicable) will both need to open the link below titled “2014 Tax Engagement Letter (eSign)” separately in order to securely provide the appropriate information.

  1. Both taxpayer and spouse (if applicable) will need to initial, sign, and date the form(s) separately - please note that the electronic signature format does not allow both signatures to be submitted together on one form.
  2. This means that if you are filing “Married Filing Jointly”, the taxpayer will open the link, read the letter, initial each page to confirm he/she understands, and sign and date the last page as part of our agreement.
  3. The spouse, in return, will perform the same actions by following the same instructions as (2) above.
  4. After signing the document, you will receive a confirmation email from EchoSign (our electronic document signing software) containing a PDF copy of your signed document. Please keep a copy of the form for your records. We will also automatically receive a copy of your signed document.

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Tax Engagement Letter – Paper Version

Read, sign, and date the Tax Engagement Letter.  Print the file listed below titled “2014 Tax Engagement Letter (Paper Copy)”.  Both the taxpayer and spouse (if applicable) will need to sign, date, and submit the document to the office by importing into the client portal, by email or fax, or in person.  You can log in to your client portal by entering your username and password in the Client Center box on the left side of this page.

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Client Questionnaire - Online Version

After submitting the Tax Engagement Letter, please complete the Client Questionnaire. To use the online version, you will complete Parts 1 and 2 of the Client Questionnaire using the links below titled “Client Questionnaire Part 1” and “Client Questionnaire Part 2”.

  1. Both parts will need to be completed in their entirety.
  2. Throughout the questionnaire, you will be provided with downloadable forms you can use to provide us necessary supplemental information. Clicking the link for these forms will open the form in a new tab within your internet browser from which you can print the form before returning to the questionnaire to continue on to the next question. Please be sure to fill out each of these supplemental forms as they relate to your tax information, and provide them to our office with your other tax documents.
  3. It is estimated that completion of the online questionnaire will take between 30-60 minutes depending on the complexity of your tax return.
    1. For questions that you answer “yes” to, you may be asked additional follow-up inquiries, or asked to provide information supporting your answer.
      1. In some cases, you may be prompted to attach tax documents or information within the online questionnaire. We will receive them as attachments to your online questionnaire.
      2. Please do not submit any private, personal, or sensitive information within the online questionnaire.
  4. Once Part I is completed and submitted, you will automatically be directed to Part 2.
  5. Once both parts have been completed and submitted, you will receive confirmation email(s) that will also provide a copy of the questions and answers you submitted. Please keep these confirmations for your records. We will automatically receive a copy of the completed parts of the questionnaire.
  6. When you have completed your Tax Engagement Letter and Client Questionnaire, please submit your tax documents to our office by following the instructions in the Client Tax Documents section below.

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Client Questionnaire - Paper Version

After submitting the Tax Engagement Letter, please complete the Client Questionnaire. To use the paper version, you will download the form below titled, “Client Questionnaire (Paper Copy)”.

  1. The paper copy is longer primarily due to follow-up inquiries relating to each question.
    1. If the answer to a given question is “No”, please skip the gray shaded area that follows the question.
    2. If the answer to a given question is “Yes”, answer all of the questions in the gray shaded area that follows the question.
    3. As with the paper version of the engagement letter, you may submit the questionnaire to the office by importing into the client portal, by email or fax, or in person. You can log in to your client portal by entering your username and password in the Client Center box on the left side of this page.
  2. When you have completed your Tax Engagement Letter and Client Questionnaire, please submit your tax documents to our office by following the instructions in the Client Tax Documents section below.

Supplementary Documents

In the course of filling out your Client Questionnaire, you may be asked to provide further information relating to your answers.  Many times, this information will include sensitive personal information that should only be shared securely.  In such cases, the questionnaire will refer to the downloadable PDFs below – please download and fill out the appropriate forms by hand, and include them with your other tax documents in order to support your answers to the questionnaire.  Items of a sensitive nature should be delivered to us either via our secure client portal or by hand.  You can log in to your client portal by entering your username and password in the Client Center box on the left side of this page.

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Client Tax Documents

Finally, please submit all tax documents and accompanying information related to your return. Many of these documents may have been identified while completing the Client Questionnaire.

We recommend that you only provide your tax documents to our office once you have all necessary items in hand. You may submit these documents to the office by importing into the client portal, by email or fax, or in person. It is not recommended that you attach personal or sensitive information in the online Client Questionnaire or by email. The recommended delivery for these types of documents is by importing them into our secure client portal or in person. You can log in to your client portal by entering your username and password in the Client Center box on the left side of this page.

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If you have any questions or concerns regarding the Tax Engagement Letter, Client Questionnaire, or providing your supporting documentation, please call our office at 901.624.2212, and one of our team members will be happy to assist you.

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Phone: 901.624.2212 • Fax: 901.624.2252
Email: info@vanderfordcpa.com