Tax Department Project Request Form
3/27/18
Requester
First Name
Last Name
Client Name
2. Client ID
Main Projects
Period End
January
February
March
April
May
June
July
August
September
October
November
December
Primary Projects
1040 Individual
1040X Amended Individual
1041 Estate and Trust
1041X Amended Fiduciary
1065 Partnership
1065X Partnership
1120 Corporation
1120-F Foreign Corporation
1120-IC DISC
1120-H Homeowner's Association
1120S S Corporation
1120S-X Amended S Corporation
5500 Employee Benefit Plan
706 Estate Tax
709 Gift Tax
990 Exempt Organization
FBAR Foreign Bank Account Report
Texas Franchise: Non ETF
Texas Franchise: ETF
Other States if applicable
Preparation Budget (Hours)
Description or Add'l information (if needed):
If 706 Estate, provide Date of Death
-
Month
-
Day
Year
Date
If 1041 Estate, provide Date of Death
-
Month
-
Day
Year
Date
First TAX YEAR BVC preparing:
Initial Due Date
-
Month
-
Day
Year
Date
Extended Due Date
-
Month
-
Day
Year
Date
2nd Extended Due Date
-
Month
-
Day
Year
Date
Rollover
Yes
No
Other Projects
Other Project Type:
Payroll - 1099
Payroll - Annual
Payroll - Quarterly
Property Rendition
1040 Quarterly Estimates
Business Quarterly Estimates
1042 Annual Withholding US Tax Foreign Person
State Only Returns (state only filers)
Preparation Budget (Hours)
Other Descriptions (if needed)
Period End
January
February
March
April
May
June
July
August
September
October
November
December
Initial Due Date
-
Month
-
Day
Year
Date
Extended Due Date
-
Month
-
Day
Year
Date
Rollover
Yes
No
Submit
Should be Empty: