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RUDD & COMPANY LLC 3805 VALLEY COMMONS DRIVE, SUITE 7 BOZEMAN, MT 59718 (406) 5853393 June 20, 2018, HEROES AND HORSES, INC. P.O. BOX 35 MANHATTAN, MT 59741 Dear Client: Your 2017 Federal Return of
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To fill out a client copy return, follow these steps:
02
Start by gathering all the necessary documents, such as the client's income statements, receipts, and any other relevant financial information.
03
Begin by entering the client's personal information accurately, including their name, address, and social security number.
04
Next, report the client's income from various sources, such as wages, investments, and self-employment earnings.
05
Deduct any allowable expenses, such as business expenses or deductions for individual taxpayers.
06
Provide details of any tax credits or deductions the client may be eligible for, such as education credits or mortgage interest deductions.
07
Review all the information entered to ensure accuracy and completeness.
08
Sign and date the client copy return, and ensure the client also signs and dates it.
09
Make a copy of the completed return for the client to keep for their records.
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File the client copy return with the appropriate tax authorities or provide it to the designated tax preparer.

Who needs client copy return for?

01
A client copy return is needed by individuals or businesses who want to keep a record of their completed tax return for their own records.
02
It is useful for clients who may need to refer back to the information provided on their tax return, such as for future financial planning, loans, or audits.
03
Additionally, some clients may be required to submit a client copy return to their tax preparer or tax authority as part of their compliance obligations.
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Client copy return is for providing clients with a copy of their tax return.
Tax preparers are required to file client copy return for their clients.
Client copy return can be filled out by inputting all the necessary tax information for the client.
The purpose of client copy return is to provide clients with a record of their tax filing.
Client copy return must include all income, deductions, and credits relevant to the client's tax situation.
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