2022 Business Questionnaire & Engagement Acknowledgement
Engagement Letter Acknowledgement
By clicking the checkbox, "Yes, I agree to the Terms & Conditions outlined in the 2022 Engagement Letter for Business Tax Preparation" you have digitally confirmed your understanding of our tax preparation engagement.
Do you agree with the Terms & Conditions outlined in the Engagement Letter?
Yes, I agree to the Terms & Conditions outlined in the 2022 Engagement Letter for Business Tax preparation.
No, please remove me from your preparation list.
Tax Return Package Delivery Method: We will securely email you the completed tax return package, to the email address listed on this form, unless you indicate otherwise below.
I will pick up my completed tax return package from your office.
I understand my completed tax return package will be emailed to me.
Tax Data Submission: Dropbox will be used to securely upload your tax documents and data to, please check below if you would like us to send you a shared Dropbox folder to use. (Other data delivery options: mail, fax, or use our secure drop box located outside the office. Unsecure email of tax data is not recommended.)
Yes, please send me a Dropbox link to upload my tax data to.
No, I'll use one of the other options to deliver my data to your office.
General Business Information
We're updating our database so we can better serve you, but we need your help! Please fill in the information below.
Would you prefer your billing invoices be emailed to you?
Professional Team: (if you don't have one, please input "N/A")
Health Insurance Agent/Agency
Broker/Investment House used for Retirement Plan (if 401(k) also name the Third Party Administrator):
Who prepares the Annual Report for the business?
Do you have an Employee Handbook/Safety Manual?
Yes, we do.
No, we choose not to have one.
Help! We should have one, but don't know where to start.
When was the Employee Handbook/Safety Manual last updated?
Provide last revision/update date.
Do you perform work/services outside of the state your business is domiciled in?
Is there any pending litigation?
2022 Business Information
Have you received any Employee Retention Credit refunds during 2022, if applicable? If so, please provide a copy of the check received and the letter issued from the IRS (if you have not done so already).
Yes, I received ERC refunds and will provide copies of the checks received.
No, I did not receive ERC refunds, and I am still waiting for refunds to be issued.
Did you receive any other COVID Relief Funding in 2022? If yes, please include the funding letter you received with your tax data.
Yes, we received COVID relief funding and I will provide the funding letter.
No, we did not receive any additional COVID-related funding in 2022.
Did you take an EIDL (Economic Injury Disaster Loan) & have you started making payments on the loan? If you have started making payments, please navigate to your SBA Loan portal, or https://caweb.sba.gov/cls/dsp_login.cfm, click on your loan number and provide a printout or screenshot showing the principle and interest amounts of the payments made.
Yes, we received an EIDL loan and have started making payments. I will provide details of principle and interest for the payments made.
No, we did not receive an EIDL loan or we have not started making payments.
Do you need assistance with preparing Form 1099-NEC/MISC for 2022?
Yes, we need assistance please.
No, we understand the filing requirements and will file our own forms.
Review the 2022 Form W3, prepared with your W2's for employees, how many W2's were issued? (We have to include this number on the tax return.)
CLICK to Submit
Should be Empty: