I am going more uniform route for all tax engagements. I am tired of having slightly different ones for each frickin' filing entity. Basically, "this is Firm's responsibility" and "everything else is yours." "This is what we may be held liable for" and "you are liable for everything else." Another new one, because of a few clients last year, is "NO assurance that tax returns will be filed timely if we believe information is missing or incorrect."
I think I am going to upload a PDF doc of common tax forms an individual or business may receive that I need copies of (that is a change--I am specifically referencing COPIES since I do not want ORIGINALS and to serve as custodian of them for any period of time). It is in checkbox form, so they can go down the list of what they receive or think they will receive. I could make it part of my questionnaire but I really want to simplify those, too.