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Documentation and recordkeeping for tax practitioners

Documentation and recordkeeping for tax practitioners 2026

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The document is the 2022 Tax Practitioner Guidelines for Computer Prepared Returns published by the Franchise Tax Board (FTB). It provides comprehensive instructions for tax practitioners on preparing various California income tax forms using computer software. Key sections include updates for the 2022 tax year, important reminders, guidelines for entering taxpayer information, and details about California's e-file program. The publication emphasizes the importance of using FTB-approved software and forms to ensure accurate processing and timely refunds.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the taxpayer entity information. Ensure that names are in uppercase, using Courier 12-point font without punctuation except for hyphens and slashes.
Fill in the address fields accurately, avoiding any unnecessary symbols. Use standard abbreviations for street suffixes.
Complete the monetary amounts section, ensuring decimal points are correctly placed if applicable.
Attach any necessary supporting documents as specified, ensuring they follow the required order of assembly.
Review all entries for accuracy before submitting. If corrections are needed, reprint the entire form instead of making handwritten changes.

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2022	4.3 Satisfied (49 Votes)
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What documents do I need to include with my tax return?

Forms W-2, 1099 or other information returns Form 1099-K for payments from payment cards and online marketplaces. Form 1099-G for government payments such as unemployment benefits. Form 1099-INT from banks and brokers showing interest you received. Form 1099-DIV for dividends and distributions paid to you.

What information does my tax preparer need?

In addition to proof of your identity, and the identities of your family members, documents you should bring to a tax preparer include: Social Security cards. income statements such as W-2s and 1099s. tax forms that report other types of income, such as Schedule K-1 for trusts, partnership and S corporations.

What documents should I take to my tax preparer?

Documents from side jobs and self-employment Statements from banks, payment apps, card processors or online marketplaces. Checks paid to you. Receipts and mileage logs for travel, gift and car expenses. Records of deductible office expenses. Estimated tax payments. Other business income and expense records.

What are the due diligence requirements for a tax preparer?

A tax preparer should not only keep copies of written information (receipts, prior tax returns, emails, etc.), but also document and retain copies of all oral information and advice received. This includes conversations with the client and other related parties.

Does my tax preparer need my bank statements?

Your credit card and bank statements will help your accountant prepare accurate business tax returns. Gather your business loan documents and any investment account statements you received during the year. Your accountant will refer to your financial records to report correct income and expenses on your tax return.

What is the IRS recommendation for keeping records?

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return.

What are the biggest tax mistakes people make?

Avoid These Common Tax Mistakes Not Claiming All of Your Credits and Deductions. Not Being Aware of Tax Considerations for the Military. Not Keeping Up with Your Paperwork. Not Double Checking Your Forms for Errors. Not Adhering to Filing Deadlines or Not Filing at All. Not Fixing Past Mistakes. Not Planning for Next Year.

Documentation and recordkeeping for tax practitioners 2026

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See more Documentation and recordkeeping for tax practitioners versions

Complete this form in 5 minutes or less

Got questions?

What documents do I need to include with my tax return?

What information does my tax preparer need?

What documents should I take to my tax preparer?

What are the due diligence requirements for a tax preparer?

Does my tax preparer need my bank statements?

People also ask

What is the IRS recommendation for keeping records?

What are the biggest tax mistakes people make?

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Documentation and recordkeeping for tax practitioners 2026

Here's how it works

How to use or fill out Documentation and recordkeeping for tax practitioners

See more Documentation and recordkeeping for tax practitioners versions

Complete this form in 5 minutes or less

Got questions?

What documents do I need to include with my tax return?

What information does my tax preparer need?

What documents should I take to my tax preparer?

What are the due diligence requirements for a tax preparer?

Does my tax preparer need my bank statements?

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People also ask

What is the IRS recommendation for keeping records?

What are the biggest tax mistakes people make?

Related links

Try more PDF tools