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Total 2016 estimated payments. 05 2015 4th quarter state estimate paid in 2016 to be included in Schedule A total. 27 Interest included in payment Tax prep fee Bank Information Client Number RTN Account number W-2 1099R Pension 1099R IRA W-2G Client W-2 Standard T/S Employer Name/FEIN Gross FWT SS Medicare SDI SWT Payer s Name/FEIN Taxable Amount Gross Winnings Type of Wager 1099R IRA W-2G Gambling Schedule A - Itemized Deductions Client no. 05 19 Paid with extension. Preparer number Checking...
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01
Open the ProTax software on your computer.
02
Go to the 'Download Checklist' section.
03
Enter the required client information such as name, address, and contact details.
04
Select the specific tax year for which you need the checklist.
05
Check the boxes next to the relevant tax forms or documents required for the client.
06
Review the checklist to ensure all necessary forms are included.
07
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You can also print a copy of the checklist if needed.

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01
Anyone using ProTax software to manage and prepare their tax returns.
02
Accountants and tax professionals who rely on ProTax to handle their clients' tax filings.
03
Individuals or businesses who want to ensure they have all the necessary tax forms and documents in one place.
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Download checklist - protax is a form used to report downloaded information for tax purposes.
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