New client intake with scope of service, annual tax organizer, document request checklist with upload slots, engagement letter with e-file authorization, and year-end review signoff for small CPA firms and tax preparers
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 & Tax Services pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.