COMPLIANCE CHECK LIST FORM

COMPLIANCE CHECKLIST
FOR INTERNAL USE ONLY-- THIS FORM IS ONLY TO BE USED BY PARTNERS OF BROWN TAX SOLUTIONS COMPLIANCE TEAM**

* THIS IS AN INTERNAL FORM AND NEEDS TO BE COMPLETED FOR EACH OF YOUR CLIENTS

ENSURING THE ACCURACY, COMPLETENESS, AND COMPLIANCE OF TAX RETURNS BEFORE TRANSMISSION
Tax Preparer Information:
Tax preparer Name *

First NameLast Name
Tax preparer Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Taxpayer Information:
Taxpayer Name*

First NameLast Name
Taxpayer Email*
example@example.com
Taxpayer Phone Number*
Please enter a valid phone number.
Taxpayer Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
UNEXPIRED DRIVER'S LICENSE/ID/PASSPORT

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DUE DILIGENCE/PREPARER NOTES

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SIGNED TAX RETURN

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W2 INCOME- W2 ATTACHED

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EDUCATION CREDIT- 1098 T OR EDUCATION RECEIPTS

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RESIDENTIAL ENERGY CREDIT- PROOF TO SHOW WHAT IMPROVEMENTS WERE MADE. BANK STATEMENT/RECEIPT/INVOICES

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DEPENDENTS/EITC- DEPENDENT SOCIAL SECURITY CARDS OR OTHER OFFICIAL DOCUMENT

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SCHEDULE C- 1099K OR 1099 NEC OR RECONSTRUCTED RECORDS AND SIGNED SCHEDULE C QUESTIONNAIRE

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OPTIONAL DOCUMENTS

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Should be Empty:

COMPLIANCE CHECKLIST