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QUARTERLY FEEDBACK 

YOUR TAX FORM 1120/1120S/1065

STATEMENTS/ ACCOUNT  
TRACKING
client: 555.1212
               
  File name: ( PC Files: quicken folder & annual file name )   x9999  
               
Client Information            
               
               
    Date: 01/01/00 Nature of Business: Bus  
Company: Contact BDAY: xx
Bus   Title: Pres. SS#: in file
Address:   Driver Lic # in file    
Phone:     Fax #      
County: Genesee DBA: Mailing Add:
Date of Initial Consultation:   01/01/00    
Date business Started   01/01/00    
Date wages 1st paid   01/01/00 Email Address:  
Signed Contract & Retainer:   01/01/00       Number
            Date: Assigned:
Information/ Contracts/ Setup:   Business Set-up [aai.flz\consulting\]:  
Fee Estimate given: 01/01/00   Articles of Incorporation & 01/01/00  
  Annual quote: $.00   SS-4 Fed. Id. Number: 01/01/00
  Monthly-yr 2 : $0   w/ cover letter      
  Year 1: (Ann/remaining qrtrs)   2553 S Election (need EID #): 01/01/00 n/a
  Input :
  w/ cover letter
   
Bookkeeping Set-up needed ?: yes     Payroll Set-up [aai.flz\payroll\ ]:  
  office or site ? site     will need MI Artc. & EID# to file the following  
Who is doing payroll returns? paychx   [Blue document] MI SUW App:   01/01/00   
  payroll cards? paychx   [White documnt] MESC Application: 01/01/00   #
        w/ cover letter      
Who will do books & quarterly     Give Blanks      
reports?   client   W-9 Id. Number Requests:    
        W-4 w/h cert.      
        'HOW IT WORKS/ MEMO on MI Corps.  
               
  Tax Year: >>   2003 2004  2005 2006 2007
Enter Date completed and M ailed/ G iven to client:      
NOTEBOOK GIVEN w/W-4s: 01/15        
EOQ:              
941s 1st 04/25          
& MESC 2nd 07/25          
returns 3rd 10/25          
  4th 01/25          
EOY:              
W2's & W-3 transmittal 1/31&2/28        
1099 & 1096 Transmittal 1/31&2/28        
MI SUWTax Annual: 02/28        
1065/ 1120 /1120S * 03/15          
MI SBT:   04/30          
MI Intangibles:   04/30          
Personal Property Tax:          
MI Annual Return (Corp.) 05/15        
1120 W ( C corps)          
MI SBT ES              
               
EOY Checklist for consultations December: PLEASE HELP US FACILIATE / SCHEDULE BY 12/10
               
clean up client PC needed?            
check deprec entries - prior year              
key employee compensation plan            
business valuation / retainer + hourly          
discuss aquisition of additional location/bus        
discuss disposition/ future plans            
               
               
EOY Checklist for completing 1120/1120S after beginning of new year      
               
Update/correct Mileage Reimbursements:            
Update Deprec Entries              
Update Inventory/ Cost of Goods Sold            
Printout P/L and Balance Sheet              
Print a Draws report            
note: base printout on category [checking] ,not payee as some draws are for personal payments to others.
123 client file update, print out "Other exps"          
copy 123 file to template tax return          
Complete tax return w/ cover page.          

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