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PRICE TAX AND ACCOUNTING, INC. NAME: ___DATE: ___2021 TAX RETURN CHECKLIST PLEASE REVIEW THIS ENTIRE CHECKLIST AND RETURN IT WITH ALL ITEMS THAT APPLY TO YOU. Contact Information: Please inform us

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What is new client - e-file?

New client - e-file is an electronic filing system for submitting information about new clients to a regulatory agency.

Who is required to file new client - e-file?

Any individual or entity who is a financial institution and has new clients is required to file new client - e-file.

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What is the purpose of new client - e-file?

The purpose of new client - e-file is to ensure that the regulatory agency has up-to-date information on all new clients of financial institutions.

What information must be reported on new client - e-file?

The information that must be reported on new client - e-file includes the name, address, social security number, and any other relevant information about the new clients.

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