Tax Return Checklist for Clients | Canopy

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Tax Return Checklist for Clients | Canopy

Tax Return Checklist for Clients | Canopy

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put together a tax return checklist for clients. Share this list via bulk email or through a client portal for a quick way to remind your clients how to prepare for tax season. By the time they meet with you in person or through a virtual meeting, their appointment will go as smoothly as possible. 

Source : https://www.getcanopy.com/blog/tax-return-checklist-for-clients