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McCulloch + Partners 2023 Tax Return Engagement Authorization Full Name(s): ___ Terms of Engagement I/We instruct McCulloch + Partners to prepare my/our taxation returns for the 2023 financial year.
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How to fill out 2023 tax return engagement

01
Gather all necessary financial documents such as W-2s, 1099s, and receipts.
02
Choose the appropriate tax form for your filing status (i.e. 1040, 1040A, or 1040EZ).
03
Calculate your total income, deductions, and credits.
04
Fill out the tax form accurately and completely.
05
Submit the completed form to the IRS by the deadline.

Who needs 2023 tax return engagement?

01
Individuals who have earned income throughout the year.
02
Self-employed individuals or independent contractors.
03
Business owners and corporations.
04
Anyone who wants to ensure compliance with tax laws.
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Tax return engagement authorisation is a document that gives permission to a tax professional to act on behalf of a taxpayer in preparing and filing their tax return.
Any individual or business who wants a tax professional to handle their tax return is required to file tax return engagement authorisation.
Tax return engagement authorisation can be filled out by providing the necessary personal and contact information of the taxpayer, as well as signing and dating the document.
The purpose of tax return engagement authorisation is to authorize a tax professional to represent and assist the taxpayer in preparing and filing their tax return accurately.
The tax return engagement authorisation must include the taxpayer's name, address, social security number, contact information, and any other relevant details.
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