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Tax Return Routing Sheet

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    Tax Return Routing Sheet

    Does anyone have a tax return routing sheet (i.e. sheet that accompanies the source documents and return around the office ) they would be willing to share? I had one that had the clients name on top, showed which returns were to be prepared, had a place for notes and then had some steps that I wanted the preparers to check off having performed. I went to print some new sheets and for some reason I can not find it on my server. I've been wanting to change them any how and figured this might be a good opportunity to do so.

    Thanks in advance for your help!

    #2
    Check your software. ProSeries has a "client status" page. I find it quite sufficient. You can even pdf it and make any additions to it that you need if you have Adobe Acrobat Pro
    Believe nothing you have not personally researched and verified.

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