Responsible Party Name
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First Name
Last Name
Entity Name
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Email
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example@example.com
I have signed my Engagement Letter:
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Yes
No
I have completed my Entity Income Tax Organizer:
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Yes
No
I have shared my Bookkeeping with BQ:
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Yes
No
No, but I did provide 2 Year Comparison P&L and Balance Sheet Reports exported to Excel
I have uploaded all of the tax documents:
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Yes
No, I will have additional tax documents to provide at a later date
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