COMPLIANCE CHECK LIST

FOR INTERNAL USE ONLY-- THIS FORM IS ONLY TO BE USED BY PARTNERS OF BROWN TAX SOLUTIONS COMPLIANCE TEAM**

* THIS IS AN INTERNAL FORM AND NEEDS TO BE COMPLETED FOR EACH OF YOUR CLIENTS

ENSURING THE ACCURACY, COMPLETENESS, AND COMPLIANCE OF TAX RETURNS BEFORE TRANSMISSION

Tax Preparer Information:

First Name *

Last Name *

Email *

Phone *

Taxpayer Information:

Taxpayer First Name *

Taxpayer Last Name *

Taxpayer Phone *

Taxpayer Email *

Taxpayer Address *

UNEXPIRED DRIVER'S LICENSE/ID/PASSPORT

DUE DILIGENCE/PREPARER NOTES

SIGNED TAX RETURN

W2 INCOME- W2 ATTACHED

EDUCATION CREDIT- 1098 T OR EDUCATION RECEIPTS

RESIDENTIAL ENERGY CREDIT- PROOF TO SHOW WHAT IMPROVEMENTS WERE MADE. BANK STATEMENT/RECEIPT/INVOICES

DEPENDENTS/EITC- DEPENDENT SOCIAL SECURITY CARDS OR OTHER OFFICIAL DOCUMENT

SCHEDULE C- 1099K OR 1099 NEC OR RECONSTRUCTED RECORDS AND SIGNED SCHEDULE C QUESTIONNAIRE

OPTIONAL DOCUMENTS