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REQUESTED COVERAGE ADOPTION AGENCY AND FOSTER PLACEMENT Requesting Professional Liability: Requested Retro Date: ___ Professional Liability Limits $100,000 / $$300,000200,000 / $$600,000250,000 /
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The 'prepared by' form is a document used to indicate that a tax return or financial statement has been prepared by a professional or a designated individual on behalf of the taxpayer.
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Taxpayers who have their tax returns prepared by a paid preparer are required to file the 'prepared by' form.
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To fill out the 'prepared by' form, provide the preparer's information, including name, address, phone number, and the identifying number such as the PTIN (Preparer Tax Identification Number), along with the taxpayer's details.
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The purpose of the 'prepared by' form is to provide clear identification of the individual or entity that prepared the tax return, ensuring accountability and traceability.
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Information that must be reported includes the preparer's name, address, phone number, PTIN, and any other relevant identifying details associated with the tax preparation.
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