Accounting Pro Toolkit
A complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperA complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperYour return is ready for review. Please go through each section, confirm the figures match your records, sign the e-file authorization, and acknowledge any balance due or refund disposition. Do not sign unless every figure below is correct — once e-filed, changes require an amended return (Form 1040-X) and additional fees.
Tax year:
Filing status on return:
Total income (Form 1040, line 9):
Adjusted gross income (AGI, line 11):
Taxable income (line 15):
Total federal tax (line 24):
Federal withholding and payments (line 33):
Federal refund or (balance due):
State refund or (balance due) — specify state:
Names, SSNs/ITINs, and addresses on the return are correct.
All W-2, 1099, and K-1 forms I received are reflected on the return.
Dependents and filing status match my situation.
Deductions and credits claimed are ones I can substantiate with records.
Bank routing and account numbers for refund / payment are correct.
I have no additional income or deductions not reported on this return.
Questions or items you want the preparer to confirm before filing:
If I have a refund, I want it:
Direct-deposited to the bank account on file
Applied to next year estimated tax
Paper check mailed to my address on the return
If I have a balance due, I want to pay by:
Direct debit on filing date from the bank account on file
IRS Direct Pay or EFTPS (I will pay myself before the deadline)
Paper voucher (Form 1040-V) mailed with a check
Request an installment agreement (Form 9465) — firm to prepare
Date you want funds debited (if direct debit):
Prepare quarterly 1040-ES vouchers based on safe-harbor (prior-year) method
Review W-4 withholding — I expect a material change in income
Discuss retirement contributions (IRA / SEP / Solo 401(k))
Discuss entity structure (S-corp election, LLC formation)
Schedule a mid-year tax-planning meeting
Changes expected next year (new job, sale of property, business launch, etc.):
I have reviewed my complete return and all schedules and confirm every figure is accurate.
I authorise the firm to e-file my federal and state returns as shown above.
I understand that after acceptance, any change requires an amended return with additional fees.
I will retain a copy of the signed return and supporting records for at least seven years.
The Year-End Return Review & Client Signoff template is a ready-to-use form from Pocper's Accounting Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.