Flyer for each client

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#1
Posts:
76
Joined:
26-Feb-2018 9:40pm
Location:
hi
I am looking for something that would have the clients name and information on it. It would list who in the firm worked on it and a space for initials for the reviewer and signer. It would have e-filing instructions and a section for notes. Does anyone know what I am talking about? Do you have a template? Maybe, I can print it? It would have a spot for phone numbers and filing status.
 

#2
ATSMAN  
Posts:
2094
Joined:
31-May-2014 8:34pm
Location:
MA
What tax prep software are you using? May be it has something built in for that purpose.

If your software does not have one, it should be fairly easy to create in Word with the fields that you want to track.

My software has Preparer Notes and Return Notes where we list all the outstanding issues, Return status, special instructions etc. When the return is completed and e-filed we pdf the summary page.
 


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