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Get the free 2013 Tax Questionnaire and Engagement Letter - Franklin & Franklin - franklincpas

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FRANKLIN & FRANKLIN, PA CERTIFIED PUBLIC ACCOUNTANTS 3320 SISTER PARKWAY, SUITE 102 MATTHEWS, NC 28105 TEL: 704-845-1195 FAX: 704-845-1194 www.franklincpas.net TAX QUESTIONNAIRE This tax questionnaire
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How to fill out 2013 tax questionnaire:

01
Gather all necessary documents such as W-2 forms, 1099 forms, receipts, and records of any deductible expenses.
02
Start by carefully reading the instructions provided with the 2013 tax questionnaire. This will help you understand the purpose of each section and what information is required.
03
Begin filling out the questionnaire by providing your personal information, including your name, address, social security number, and filing status.
04
Move on to the income section and enter all relevant income sources and amounts, making sure to include any taxable interest, dividends, or capital gains.
05
Proceed to the deductions and credits section, where you will need to itemize your deductions and claim any applicable tax credits. This may require referring to additional documents, such as mortgage interest statements or medical expense receipts.
06
Take your time and double-check all the information you entered to ensure accuracy and avoid any mistakes that could trigger an audit or result in penalties.
07
Once you have completed the questionnaire, review it one final time before submitting it with your tax return. Make sure you have signed and dated the questionnaire and attached any supporting documentation as required.

Who needs 2013 tax questionnaire:

01
Individuals who earned income in the year 2013 and are required to file a federal income tax return need the 2013 tax questionnaire.
02
Self-employed individuals, freelancers, and independent contractors who need to report their income and expenses for the year also require the 2013 tax questionnaire.
03
Anyone who received certain types of income, such as rental income or unemployment compensation, during the year 2013 should fill out the 2013 tax questionnaire to accurately report this income to the IRS.
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Tax questionnaire and engagement is a form or document that helps gather information about a taxpayer's financial situation and engagement with a tax preparer.
Taxpayers who are using the services of a tax preparer or accountant are required to fill out a tax questionnaire and engagement.
Taxpayers can fill out the tax questionnaire and engagement by providing accurate and detailed information about their financial situation, income, deductions, and other relevant tax-related information.
The purpose of the tax questionnaire and engagement is to gather necessary information to prepare and file an accurate tax return for the taxpayer.
The tax questionnaire and engagement typically require information such as personal details, income sources, deductions, expenses, and any other relevant financial information.
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