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C. DEWITT BOARD & CO, PA, CPA 817 E. FOREHEAD STREET, STE. 100 CHARLOTTE, NC 282022767 7043721515 January 30, 2019, Friends of OCB PO Box 34563 Charlotte, NC 282344563 Dear Todd: Enclosed is your
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To fill out client copy return, follow these steps:
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Start by entering the client's personal information, such as their name, address, and social security number.
03
Next, provide details about the client's income, including any wages, self-employment earnings, and investment income.
04
Deductions and credits should be included next. This may involve documenting expenses such as mortgage interest, medical expenses, and educational expenses.
05
After deducting any allowable deductions, calculate the client's taxable income.
06
Determine the client's tax liability based on the taxable income and apply any applicable tax rates.
07
Include any tax payments already made by the client, such as estimated tax payments or withholding from wages.
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Finally, review the completed return for accuracy and sign the client copy before submitting it for filing.
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Note: It is recommended to consult a tax professional or refer to the official tax guidelines for detailed instructions specific to the client's situation.

Who needs client copy return for?

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A client copy return is needed by individuals who want a record of their filed tax return for their own reference or future needs.
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It can also be requested by tax professionals or tax preparation firms to provide a copy to their clients as a part of their services.
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Having a client copy return can help individuals keep track of their financial information, understand their tax obligations, and provide proof of filing if required in the future.
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The client copy return is used for the client's records and to provide them with a copy of their tax return information.
Tax professionals or individuals preparing tax returns for clients are required to provide a client copy return.
Fill out the client copy return with accurate and complete tax return information for the client to review.
The purpose of the client copy return is to provide clients with a copy of their tax return information for their records.
The client copy return should include all relevant tax information, deductions, credits, and income reported on the tax return.
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