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2013 Exempt Org. Return prepared for: The Giving Plate, Inc 1245 3rd Street, Suite C7 Bend, OR 977022167MARGARET ERICKSON CPA LLC 20210 STONEWARE DRIVE BEND, OR 97702Form990OMB No. 15450047Department
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Start by gathering all the necessary documents and information needed to fill out the client copy return.
02
Carefully read through the instructions provided with the client copy return form.
03
Begin filling out the form by entering the client's personal information, such as their name, address, and contact details.
04
Proceed to fill in the relevant financial details, including income, expenses, deductions, and any other applicable information.
05
Double-check all the entered information to ensure accuracy and correctness.
06
Attach any supporting documents that are required or relevant to the client's return.
07
Once everything is completed, review the form one last time for any errors or omissions.
08
Sign and date the client copy return form before submitting it to the designated authority or tax agency.
09
Keep a copy of the filled-out client copy return for your own records.

Who needs client copy return for?

01
Any individual or taxpayer who has earned income or needs to report their financial information for tax purposes may need to fill out a client copy return. This includes employees, self-employed individuals, business owners, landlords, and investors among others. The specific requirements may vary depending on the tax laws and regulations of the respective jurisdiction.
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The client copy return is used to provide a summary of tax information reported to the IRS and to clients for their records.
Tax professionals and businesses that prepare and file tax returns on behalf of clients are required to file client copy returns.
To fill out a client copy return, gather the necessary tax information, complete the required forms accurately, and include the client’s personal and financial details.
The purpose of the client copy return is to provide clients with their tax reporting information and ensure they have accurate records for their personal use.
The client copy return must report details such as income, deductions, credits, and any other relevant tax information pertaining to the client.
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